Jul. 8 at 1:23 PM
$BABA because Chinese equities are priced where bull markets typically start. In 2024, Chinese equities were priced at 50-year-lows compared to emerging markets, while emerging markets were priced at 50-year-lows compared to US equities. Meanwhile, US equities have been priced where history says bear markets typically start. Do not f-ck with the sleeping dragon that is China. People need to zoom out, stop listening to the noise, and realize that this is a generational buying opportunity for one of the biggest economies on the globe, if not the biggest.
When China is priced where bear markets typically start and US is priced where bull markets typically start, I’ll be screaming buy on US equities and steering clear of China equities. The reality is we are nowhere near that point and it’s time to load the beast in the east! 🇨🇳
$FXI $TME $DQ $FINV
