China Stocks: Leaders Diverge, $17B Deleveraging & Shift
China’s Shifting Investment Landscape: The Rise of Selective Risk and Sector Rotation Over 17.8 billion yuan has been repaid on margin loans in China this year, signaling a significant recalibration of risk appetite amongst leveraged investors. This isn’t a broad market exodus, however. Instead, it’s a highly selective rotation, with funds flowing *into* certain sectors … Read more