8:47am PDT - June 2nd, 2023

Overweight makes sense if stimulus about to drop any day now, which it isn’t. PBOC doesn’t see liquidity as an issue. Xi views consumption through supply-side lens. Socialist economies are institutional command and control first, everything else second. https://t.co/Ncenw5P6wg

0 retweets   0 likes  - China Financial Risk (@chinafinrisk)