So you're implying that once US funds move into Chinese investments, the top for US such is in? What % of their holdings would that need be, in your projection? Thanks.
Not necessarily for all sectors, but if liquidity leaves the U.S. it leaves from one sector and the global U.S. market so somehow it'll impact it yeah.
I honestly cannot say... But it is already happening imo when you see the behaviour of chinese equities.
So you're implying that once US funds move into Chinese investments, the top for US such is in? What % of their holdings would that need be, in your projection? Thanks.
Not necessarily for all sectors, but if liquidity leaves the U.S. it leaves from one sector and the global U.S. market so somehow it'll impact it yeah.
I honestly cannot say... But it is already happening imo when you see the behaviour of chinese equities.