CHINA China (macro investment theme) Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:00
Oct 23
Oct 23
Market Makers
Modelo chinês insustentável; evitar China
O modelo econômico chinês é autodestrutivo e insustentável; sua ambição geopolítica desmedida pode criar problemas para a economia mundial, e se os EUA agirem corretamente a China enfrentará um problema econômico. Isso sustenta uma visão negativa sobre a China como exposição econômica.
CHINA
China (macro investment theme)
Avoid
—
—
08:07
Oct 21
Oct 21
Bloomberg Odd Lots
China's growth model will eventually break.
China combined market-opening economic reforms with an unreformed, extractive political system. He expects this 'extractive growth' to eventually go off the rails because absolute power corrupts and elites block creative destruction, though cultural factors such as meritocracy may prolong the model.
CHINA
China (macro investment theme)
Avoid
—
—
11:34
Oct 16
Oct 16
CNBC
China economy much weaker than headline data
The Q3 Beige Book data show one of the worst quarters in recent years, with broad weakness across every region and sector except property, retail falling off a cliff, weak domestic demand/consumption, exports topping out, and infrastructure spending showing diminishing returns. Miller says China's export-led model is effectively dead and the economy is on a much weaker tilt than headline data or export strength would suggest, with upstream commodity and agricultural cost pressures set to squeeze margins into Q4.
CHINA
China (macro investment theme)
Avoid
—
—
About CHINA Investor Commentary
Across the available history and selected sources, Buzzberg tracks CHINA (China (macro investment theme)) across 6 sources: 0 bullish vs 0 bearish calls from 8 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 8 total trade ideas tracked. Past 7 days, before deduplication: 6 other directions. Latest voices: Hoc, James Robinson, Leland Miller.