Investor Alexander Stahel says China faces an unprecedented balance sheet recession, with households and companies focusing on paying down debt instead of spending and investing, echoing Richard Koo’s view of Japan’s lost decades.
published
Investor Alexander Stahel says China faces an unprecedented balance sheet recession, with households and companies focusing on paying down debt instead of spending and investing, echoing Richard Koo’s view of Japan’s lost decades.
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$MELI market result
Long $MELI CDS Expiring next Friday $1900/$1950 for $16 (which gives me $34 profit)
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