China:  Trading Opportunity Emerging… Rest of World: Too Late To Be Bearish, Too Early To Be Bullish

China Recently, developments in China indicate an almost chaotic exit to the country’s “zero covid” policy, suggesting potential opportunities in Chinese equities — which are still highly under-owned by global investors.  In our view, as a brief, counter-trend technical euphoria in U.S. markets fades, a recession continues to loom over Read more…