A really terrific summary of China and what may come next, Great numbers and lots of them!
China is facing a multitude of economic and financial stability issues.
The yuan will once again be under speculative pressure.
Avoid the commodity sector for the near term as China is a major demand center for commodities.
A China financial shock will lead to risk aversion in global markets.
A restructuring of China’s corporate sector and economy is necessary and inevitable. China will emerge stronger after this reset and economic rebalancing.
The narrative in the market currently is a stable Chinese (NYSEARCA:FXI) economy and financial system. In reality…
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