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bullish
Market Intel from a Commodity Trader & China Analyst
SUMMARY
- Discussion shifts towards the market consensus on China, highlighting a cyclical stabilization within a structural slowdown.
- China's credit cycle, green shoots in the economy, and property market are discussed.
- Speaker shares insights on the Chinese real estate sector, mentioning a contraction and the need for new areas of investment.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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