Thesis:
China will begin to ramp up monetary stimulus as it begins to deal with the threat of deflation, which will act as a boom for Chinese consumer finance companies, and Quidan (NYSE:QD) in particular.
Recent headlines and market consensus around inflation and monetary policy in China are in deep contrast with the content of this post. The general consensus is that inflation is soaring and will continue to stay high, which will prevent monetary policy from loosening to prevent the spread of this inflation. While it is true that headline consumer inflation in China