/biz/ - Business & Finance

Thoughts on China? YINN is looking great for a long all-in. Here's the situation as I understand it:

Bear case:
>COVID protests are getting bigger, more violent, and more politically explicit
>rotten tail housing credit crisis still ungoing
>war in Ukraine might force Xi to pick a side between economic and military allies

Bull case:
>zero COVID is just a deflationary tactic, and concessions are already coming to protestors
>state banks are concerted under xi in avoiding the credit crisis
>Beijing was dovish when Pelosi went to Taiwan and will probably avoid severing ties with the US

Go all in?