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Key Points
  • A rally in Chinese stocks since the start of the year is prompting investors to predict that mainland shares will outperform their American peers.
  • Valuations in China look attractive while concerns are growing about the state of the U.S. economy, analysts said.
  • The contrasting fortunes mark a swift turnaround from just a few months ago when many investors believed the U.S. was uniquely positioned to weather economic and political storms buffeting other countries.
I highly doubt it because China's recent surge has come on the back of infusing $41 billion pump-aid to sideline growing deflation. Like before this pump won't last forever.
It's none of their business but in a recent report "BofA Warns of Chinese Stock Correction 'Soon' in 2015 Repeat" https://www.bloomberg.com/news/articles/2025-03-19/bofa-warns-of-chinese-stock-correction-soon-in-2015-repeat
Anyways, curious times ahead for us to sit back and watch who loses via pinfall or a submission between China and US.
Stay Humble and Stack Sats.
I highly doubt it because China's recent surge has come on the back of infusing $41 billion pump-aid to sideline growing deflation. Like before this pump won't last forever.
Indeed! It’s just a liquidity play. If this tariff wars gets worse China’s growth is cooked
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If this tariff wars gets worse China’s growth is cooked
I also doubt it because a) Trump is probably not going that far to turn it ugly, b) China will fight it back with whatever it can, c) I believe these tariffs, if turned uglier, would backfire on US.
So, Trump is actually right while taking measurable steps and not going all out against asian powerhouses China and India.
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It definitely will bring pain to the USA but China and these of these nations are in debt as well plus the world still runs on oil which china has to import
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I agree with you on debt but China doesn't import oil from USA. And in case Trump thinks of putting sanctions on suppliers (the biggest is Russia for China), it won't bring any negative impact on China.
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