The Thucydides cap on the China equity rebound trade

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Eye on the Market 17-10-2024

The Thucydides cap on the China equity rebound trade

Michael Cembalest

Chairman of Market and Investment strategy for J.P. Morgan Asset & Wealth Management

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The Thucydides cap on the China equity rebound trade

For participants in the China equity rebound trade: once you hit your return targets, take the money and run.

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About Eye on the Market

Since 2005, Michael has been the author of Eye On The Market, covering a wide range of topics across the Markets, investments, economics, politics, energy, municipal finance and more.

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1. General information

2. Privacy and cookie policies

3. Where our funds are available for sale

4. Key investment risks

5. Combating financial crime

6. Company information

7. Legal information

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Solutions

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Liquidity Insights

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Watch the Podcast

About Eye on the Market

Mind the Gap: a historically polarized US election

A severe case of COVIDIA: prognosis for an AI-driven US equity market

There’s no place like home

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