China\u2019s economy is buckling under the weight of tariffs and a deep-rooted property crisis, yet stocks are extending their bull run \u2014 a disconnect that\u2019s stirring doubts on the rally\u2019s staying power.<\/p>\n
In just the past month, onshore stocks have added almost a trillion dollars to their market value, the Shanghai Composite Index has hit a decade-high and the CSI 300 Index has taken its advance from this year\u2019s low to more than 20%. That\u2019s when nearly every recent economic indicator \u2014 from consumption trends, home prices to inflation \u2014 has brought red flags for investors.<\/p>\n
The rally has been driven by cash-rich investors shifting into stocks amid a lack of alternatives. While the market\u2019s steady advance may suggest less risk of a sudden correction, some analysts are warning that a bubble is in the making. Nomura Holdings is cautioning against “irrational exuberance,\u201d while TS Lombard is calling the mismatch a standoff between “market bulls and macro bears.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"China\u2019s economy is buckling under the weight of tariffs and a deep-rooted property crisis, yet stocks are extending…\n","protected":false},"author":3,"featured_media":172081,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[64,74,69,135,8727,2175,130,1439,64605,67,132,68],"class_list":{"0":"post-172080","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets","8":"tag-business","9":"tag-china","10":"tag-donald-trump","11":"tag-markets","12":"tag-stocks","13":"tag-tariffs","14":"tag-trade","15":"tag-u-s","16":"tag-u-s-china-relations","17":"tag-united-states","18":"tag-unitedstates","19":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115084607059499228","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/172080","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=172080"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/172080\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/172081"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=172080"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=172080"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=172080"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}