Shanghai Macro Strategist
@ShanghaiMacro
China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West.
Contact: shanghaimacro@gmail.com
가입 April 2022
347 팔로잉 중 58.5K 팬
The year 2026 marks the official beginning of Chinese households’ deleveraging cycle. The definitive end of the household debt supercycle lies at the heart of the secular weakness in consumption—and, by extension, the prolonged decline in consumer-oriented equities.
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