America’s eerie lack of debate about China ft.com/content/9b7e64c9-c7c4… via @financialtimes

The surge in Chinese stocks is finally getting some attention. Historically the onshore A-share market has been characterized by massive boom-bust cycles. When to worry about a bubble? What’s on our checklist to exit our long position in this market? alpinemacro.com/alpine-macro…

Where will the money go?

Chinese industrial production resumed yoy positive growth in April, but retail sales were still down compared to last year.

Most countries’ COVID-19 responses rated poorly by own citizens in first-of-its-kind global survey blackbox.com.sg/everyone/202…

This week Alpine Macro Emerging Markets & China Strategy report is titled "China After ‘Liftoff’ And A Glimpse Into The Post-Covid World". China’s Covid-19 lockdown officially ended last week, when Wuhan, the epicenter, was released from the quarantine.…lnkd.in/e_KghDU

2/2 The good news is Chinese businesses activity is resuming after the seizure, and aggressive policy support is on the way. It was ahead of the curve in dealing with the outbreak, and will also lead the way in the growth recovery once the storm passes. [email protected]

#Alpinemacro The Chinese economy is out of emergency room. Here is the hospital bill! GDP should have contracted by over 4% so far this year, according to our model. This is indicative of the economic cost of fighting the virus spread in other countries. 1/2