CN Assets Pick|10 Equity–Bond–Commodity Triangle: A Practical Guide to Using China Bond & Commodity
@Tiger_Academy:
Over the past year, Chinese assets have attracted renewed attention. Mainland equities rallied (the Shanghai Composite climbed above 3,800), and Hong Kong-listed stocks staged a recovery amid supportive policy signals and the return of some China-related listings. At the same time, markets that remain volatile—sharp upswings can be followed by swift drawdowns (for example, a notable sell-off in early September). Many investors who focus solely on equities find they can make gains quickly — and lose them just as fast.That makes a more resilient approach worth considering. Rather than relying on single-asset bets, a simple cross-asset framework combining equities, bonds and commodities can improve stability without sacrificing exposure to upside. Below is a concise, practitioner-oriented pre