Great data this morning on WSJ’s Daily Shot on whose money is exiting China. Whilst foreign capital moves in, the very large outflow is driven by domestic residents. A neat, important and urgent illustration of the weakness of the “Martkvolk” concept.

Chartbook # 2 Nov 18 2020
Second in the series of chartbooks with charts, links and news of vaccines, an accelerating pandemic and dramatic news on the trade front from Asia.