Find a new note from Damian Klassen of Wilson HTM nicely summarising the challenge of Chinese rebalancing. Is it possible to slow slowly or must it be a step-change?
QuantStrategy 20130722-China How Slow How Soon by David Smith
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Find a new note from Damian Klassen of Wilson HTM nicely summarising the challenge of Chinese rebalancing. Is it possible to slow slowly or must it be a step-change?
QuantStrategy 20130722-China How Slow How Soon by David Smith