Appreciate the article. Good stuff. But you did seem to nail to the day the short term top at least in China as it’s been straight down since this came out
lol, urgh, yes I noticed that. Personally though I am more concerned with trying to pick the tides vs the waves, and I still think the tide is rising for Chinese stocks... (will update if the facts change enough to change that view though)
Yeah, I tried to indirectly reference the (geo)political risk on this one with the equity risk premium chart... there are very real tail risks and even not-so-tail risks given the way US politics are going (tough on China is bipartisan, maybe even becomes competitive as the election nears), so it is something to be alert to
Appreciate the article. Good stuff. But you did seem to nail to the day the short term top at least in China as it’s been straight down since this came out
lol, urgh, yes I noticed that. Personally though I am more concerned with trying to pick the tides vs the waves, and I still think the tide is rising for Chinese stocks... (will update if the facts change enough to change that view though)
Very good, thanks
Thanks Walter
Great article thanks
cheers!
Cheers, indeed the trend-followers and technical traders will be in on this just for the price action alone...
Yeah, I tried to indirectly reference the (geo)political risk on this one with the equity risk premium chart... there are very real tail risks and even not-so-tail risks given the way US politics are going (tough on China is bipartisan, maybe even becomes competitive as the election nears), so it is something to be alert to
maybe what was really strange was the period of calm and accord, and maybe these times are more normal on the geopolitical front...