China
null
position
long
Philippe Jabre
Thesis
Despite many macro funds being short on Chinese shares, if the Chinese authorities stimulate the economy, there is potential for the Chinese market to increase by another 10%.
Did it work?
inconclusive
confidence: low
The thesis suggests that a stimulus from Chinese authorities could lead to a 10% increase in the market. However, without specific price performance data or a clear timeline for the expected impact of such stimulus, it's impossible to determine if the thesis has played out or failed. Therefore, the outcome remains uncertain.
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