The S&P 500 Versus China A Shares And The "Mr Pink" Of Global Macro

The S&P 500 Versus China A Shares And The "Mr Pink" Of Global Macro by The Long Short Trader

The S&P 500 versus China A Shares

Since 2013 (use ANY POINT within 2013 as your starting point), guess which market has outperformed? The S&P 500, or the Shanghai Composite Index? My guess is that many Americans and Europeans would (incorrectly) guess “S&P 500?:

Questions and Comments:

• Note how the SSE underperformed the S&P 500 for most of the 2013 – Present period… the ‘shift’ / ‘inversion’ from relative underperformance to extreme outperformance occurred fairly recently.
• There’s only one person I know who was...
  

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