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The surge in China's mainland equity markets since the start of the year looks excessive, even allowing for renewed optimism about stimulus in China and the possibility of a US-China trade deal, since we are anticipating more economic weakness in both China and the rest of the world regardless, we suspect that the Shanghai and Shenzhen markets will fall back sharply later in the year.

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Reuters 5 years ago
Oliver Jones

Oliver Jones

Oliver Theophilus Jones is a Canadian jazz pianist, organist, composer and arranger.

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