Unhedged Commentary: What China Could Learn from Japan

Jeffrey Saret of Two Sigma writes that the actions of China’s government to stabilize the country’s stock market are a throwback to Japan in the ‘80s.

December 17, 2025

Jeffrey Saret, Two Sigma Many investors hold a long position on China, whether they know it or not. Developed-market equities have exposure to Chinese consumers, Chinese growth fuels commodity markets, and China holds approximately 20

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