Strategy China – Beyond geopolitical headlines, China’s cyclical downturn has started
​The report covers several sources of downward pressure on growth in China: unwinding of the house price growth in major cities, structural downtrend in construction with little cyclical support, increased financial regulation and credit restrictions.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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