China
Thesis
Despite many macro funds being short on Chinese shares, if the Chinese authorities stimulate the economy, there is potential for the Chinese market to increase by another 10%.
Did it work?
inconclusive
confidence: low
The thesis suggests that a stimulus from Chinese authorities could lead to a 10% increase in the market. However, without specific price performance data or a clear timeline for the expected impact of such stimulus, it's impossible to determine if the thesis has played out or failed. Therefore, the outcome remains uncertain.