China at the Crossroads

# China at the Crossroads Source: com/p/china-at-the-crossroads Published: 2023-08-24T12:00:23.000Z Summary: Minsky Moment or Beautiful Deleveraging? # China at the Crossroads - Citrini [Image 1: Citrini png) # Citrini Research Subscribe Sign [Image 2: User's png) Discover more from Citrini Research Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the ” Over 241,000 subscribers Subscribe By subscribing, you agree the publisher's Terms of Service and Privacy Policy, Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account?

Sign in # China at the Crossroads ### Minsky Moment or Beautiful [Image 3: Citrini's png) Citrini Aug 24, 2023 76 30 10 [Image jpeg) # Preface This is the first of a series called A-Frames, essentially primers on macro situations that cover both bear & bull cases, context, a framework for synthesizing new ideas based on developments and, of course, a list of plays I think are asymmetric. Here’s **a free preview of the first couple [Image [Image png) **FULL 58 PAGE PDF, 48 FIGURE CHARTBOOK & 4 COMPLETE EQUITY BASKETS / POSITIONING IDEAS BEHIND THE PAYWALL BELOW 👇**

**A free sample of one of our baskets, our EU/US China Sales Exposure Basket:** 3a EU & US Equities: China Sales Exposure Basket (Spreadsheet): Click Here**Please enjoy this free preview of CitriniResearch’s thematic primers. Here are the PDF and the chart book for this article - this is by far the best format for it as this one is quite [Image svg) Citriniresearch 6.06MB ∙ PDF file Download [Image png) China at the Crossroads: A-FRAME Chartbook 7.79MB ∙ PDF file Download High-res figures and in depth charts. Download This is far too long & formatted for Substack - economic data has always been a little boring and I think if you want it to make an impact it needs to be enjoyable to look at so I’m sharing this in PDF format.