Crying China

Cry China: Ignore at your own peril

Being bearish China and shorting DM equities based on that view really worked poorly during late spring / early summer. However, things change and it now feels like China growth fears can provoke a more global risk-off dynamic. To be sure, this week brought moments of that spillover, witness the performance of global cyclical stocks. Anyhow, time for a thread on everything that is bad in China.