China Rally, from Sushil Kedia

2016-01-20 · Sushil Kedia
Original source

Anyone see a 20% move up in SHCOMP by Counting or by Mumbo?

There is consensus that China will take this world down. If there is such a rally, is the world also going to rally by the same amount?

If not can ideas similar to bond convexity be applied to inter relationships between key equity markets and all equity markets and if such convexities shift and or change over time what import do such shifts carry for either quant forecasting or for mumbo jumbo?