Are Chinese Regulatory Fears Overblown? - Infographic

We believe China’s bear market is driven by sentiment, a potential positive for Tech and Tech-like industries if the market reaction is overdone.

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  1. Top Left Source: FactSet, Our World in Data. Daily returns and new COVID-19 cases, 01/01/2021 – 18/08/2021.
  2. Top Right Source: FactSet, Energy Information Administration Short-Term Energy Outlook August 2021, Baker Hughes. Monthly oil production and total new rigs, 01/01/2017 – 01/12/2022. Forecasts start in August 2021.
  3. Bottom Left Source: OPEC, production cuts relative to countries October 2018 production, May 2020 to December 2022.
  4. Bottom Right Source: Energy Information Administration Short-Term Energy Outlook August 2021. World production and consumption, quarterly, Q1 2019 – Q4 2022. Forecasts start in Q3 2021.