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China

1 bull · 2 bear · exact words, dated and sourced

What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.

Bull leaning · 2026-07-31
CNH garble; a third of Chinese USD bonds mature within two years
“we expect them to refinance their U.S. dollar bonds by issuing the offshore C&H bonds”
Serene Tsai · China AMC Hong Kong (executive director, PM) · Bloomberg ↗
2 who lean the other way
Bear leaning · 2026-07-31
exclusive data showing months of pullback in China travel and spending
“there's some probably genuine level of demand destruction that is happening that has not yet been picked up”
Shehzad Qazi · China Beige Book (COO) · CNBC ↗
1 who lean the other way2 more from Qazi
Bear 2026-07-31
contrarian read on why the China slowdown caps oil despite the war
“this is not covid style demand destruction which is what all the oil analysts are focused on I don't think that's the right lens”
Shehzad Qazi · China Beige Book (COO) · CNBC ↗
1 who lean the other way2 more from Qazi

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