China Real Estate Services
Generational entries in the ashes of China's GFC moment...
Chinese stocks have had quite a run this year, the Hang Seng Index is +19% YTD vs a solid -5% YTD for the S&P. That’s a +25% swing in favour of Chinese stocks. If you boldly predicted this scenario as recently as 3 months ago, you would have been laughed out of the room + ridiculed as a delulu daddy Xi fanboy.
Despite this glaring differential however, n…
