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Property Panic! Chinese markets continue to underperform, prompting investors in the world’s second-largest economy to dump onshore assets in favor of seemingly uncorrelated hedges as they flee for the exit. What asset are Chinese citizens now storing wealth in, and could these flows be coming to ape your bags!?!
Last year, outflows from Chinese corporations and households to other nations exceeded inflows for the first time in five years, and it is unlikely this trend reverses any time soon.
Broader risk markets performed well in 2023 and 2024, yet the Chinese equivalent to the S&P 500 – the CSI300 – remains 40% off its February 2021 high, with its performance sharply contrasting against that of its American counterpart, which achieved new all-time highs in January of this year.
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