Investors favour Japan’s rising sun over China’s fading star
China’s economy is losing steam while Japan’s growth is accelerating
19 May 2023 - 05:00
Long Japan, short China. If there is a general macro, relative value trade playing out right now, it might be that the contrasting fortunes of Asia’s economic and financial giants become starker by the day.
China’s economy is rapidly losing steam and investor appetite for Chinese assets is cooling accordingly, while Japan’s growth is accelerating and its main stock markets are at or flirting with their highest levels in 33 years...
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