China Share markets Background I am not good at investment. But hedge funds which sell China markets will be afraid of loss through the roof. Big short cover will happen… Exclusive: China to issue $284 billion of sovereign debt this year to help revive economy https://www.reuters.com/markets/asia/china-issue-284-bln-sovereign-debt-this-year-help-revive-economy-sources-say-2024-09-26/ Conclusion Hedge funds might think Chinese economy would ends. China gov betrayed their expectations in good meaning for Chinese people. Additional thought In this situation, big medias will publish bad stories about China’s economy. This is because big medias’ friends and advertisers are/were in short position for China markets.
2024/4/18. Mismatch between China supply capacity and USA inflation I found one large mismatch between China supply capacity and USA inflation. USA inflation may be caused by house construction fee. Buying house is one of the most expensive things in our life. Recently, China real estate market is in trouble. Because there is large house supply capacity. Of course, I know China can’t export their house to USA. But how about building materials? China has large building material supply capacity and USA wants house to be cheaper. There seems to be mismatch between them. I don’t know who will be selected to next USA president. But Mr.Trump is good at real estates trading. So I hope that Mr.Trump or current US president Biden can solve this mismatch.