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The great Chinese flow reversal

Cavaliere

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Sep 1, 2023
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The great Chinese flow reversal via @FT

JPMorgan estimates that half of the roughly $250bn-300bn of international money that flowed into Chinese bonds because of their inclusion in various indices since 2019 has now exited. Foreign ownership of Chinese equities has declined by over $100bn.

The private market trends are similar. JPMorgan estimates that Chinese investments by international private equity and venture capital firms — which have played a major role in developing a lot of important Chinese tech companies — has collapsed by more than 50 per cent.
 
I only “trust” JPM on JEPI and JPIE.
These reports come from juniors who are just told what to write.
I don't doubt you but this research was actually written by Joyce Chang, chair of research at JPMorgan.

https://www.barrons.com/articles/ba...tial-women-in-finance-joyce-chang-51583184718
Not exactly what you would call a junior!

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