
Clocktower Chief Strategist Kevin Wang: Global allocation imbalance is significant, and Chinese assets may become the biggest "short squeeze" opportunity in the next decade
On December 19th, at the "Alpha Summit" co-hosted by Wall Street Watch and the China Europe International Business School, Clocktower Chief Strategist Kevin Wang pointed out that there is a serious imbalance in global capital allocation. The average allocation ratio of international institutional investors to China is generally less than 2%, far below China's approximately 20% share of global GDP. He believes that this significant allocation gap, combined with expectations of a long-term weakening of the US dollar, may make Chinese assets one of the most promising "short squeeze" opportunities in the next decade

