The post below is based on our note to VP clients on July 12th. In June's Macro Snapshot, we laid out the key tactical indicators for buying China equities to confirm the short squeeze potential. It's arrived. Autocorrelation Signals: Quantified Capitulation
Very interesting. So large caps like BABA and JD ?
On-shore A-share would be most direct beneficiary of trapped liquidity, but will be inevitable leakage to H-shares