Take the money and run: the Thucydides Cap on the China Equity Trade

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Michael Cembalest

Michael Cembalest

Chairman of Market and Investment Strategy

发布日期: 2024年10月18日

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The Thucydides Cap on the Chinese equity trade. ?If/when you book profits on the China equity market rebound, take the money and run.? Geopolitics will probably cap your upside.

Michael Cembalest, JP Morgan Asset Management

https://privatebank.jpmorgan.com/nam/en/insights/latest-and-featured/eotm/the-thucydides-cap-on-the-china-equity-rebound-trade/

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