- The large GDP-credit gap in China could be a win-win; panics should be seen as an opportunity to buy on the cheap.
- Forecasts for the yuan are negative indicating further depreciation. Don’t fight the positive dollar trend for now.
- Some sectors are going to get crushed by China, thus it is a threat.
In the last two years, China has shaken the markets twice: once when the Chinese market correction began in August 2015, and when it seemed that we were in for a Chinese/global recession in January 2016. More →