The thundering herd of bank analysts advocating a China short is growing.
Nomura, following their earlier advice to sell on strength, advises investors to “raise cash,” trim exposure to financials in the region. But don’t despair, China bulls, one investor’s market price adjustment is another investor’s value opportunity – there will be a moment to buy, it’s just not when default concerns and bail-in talks could send stocks reeling.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
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