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The Macro Brief
The Macro Brief: An Equity Rally With Chinese Characteristics

The Macro Brief: An Equity Rally With Chinese Characteristics

Where Markets Meet Macro

Macro Strat Chris's avatar
Macro Strat Chris
May 07, 2024
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The Macro Brief
The Macro Brief
The Macro Brief: An Equity Rally With Chinese Characteristics
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Chinese (FXI) and Hong Kong (EWH) equities have ripped over the last three weeks, gaining 15.5% and 16% respectively.

Part of the early narrative is that things maybe turning with Chinese PMIs turning a corner, but recent manufacturing and services modestly weakened or came in line withe expectations.

The Macro Brief is a reader-supported publication. T…

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