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Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Forward Guidance
Chinese Stock Trade Idea and Real Estate Issues
The speaker had a failed trade idea of going long on China and short on India due to concerns about India's overpriced equity market and vulnerabilities like currency devaluation, reliance on imported energy, and fragile agriculture. They express a persistent interest in reattempting this trade. On the other hand, despite past warnings about Chinese real estate issues, the speaker sees a glimmer of recovery in the sector as China aims to shift from relying on real estate for wealth to fostering domestic consumption. The potential impact of reforming the 'hukou' system in China on boosting domestic consumption is also highlighted.
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