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EM by EM #20 Another energy squeeze in the cards?

EM BY EM #17 China: Real Estate Complex and the “phony” stimulus

In 2021, I took a bearish position in the Chinese real estate market. However, the scale of the repercussions stemming from the ongoing deleveraging process in Chinese real estate has raised our concerns. Despite this, we believe that the CCP will likely need to intervene in the near term to address the situation

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