David Alan Tepper – Charm

China’s Economy Shows Signs of Rebalancing

Cs news8 months ago03 mins

China’s economy is showing signs of rebalancing as consumption growth nearly caught up to factory output, in an upswing that now depends on how much more stimulus Beijing may deploy in the event of a tariff shock when Donald Trump returns to the White House in 2025. Retail sales grew at the strongest pace in…

China’s Stock Market Rally Fails to Impress GQG’s Rajiv Jain

Cs news9 months ago9 months ago01 mins

Investors across the globe are rushing to scoop up Chinese stocks as Beijing’s stimulus blitz sets off an epic rally. Just don’t count Rajiv Jain among them. The manager of the top-performing $23 billion GQG Partners Emerging Markets Equity Fund has kept his holdings in Chinese stocks at about 12% of the fund — roughly…