Is it impossible... or inevitable?
I agree, China risk/reward looks great. Reminds me a lot of energy late 2020 too.
Gold miners look like they are in a similar spot too, after performing poorly for so long.
This gives very good macro/political background. Don't know if you can read it without a sub.
https://geopoliticalfutures.com/china-signals-economic-policy-changes/
I agree, China risk/reward looks great. Reminds me a lot of energy late 2020 too.
Gold miners look like they are in a similar spot too, after performing poorly for so long.
This gives very good macro/political background. Don't know if you can read it without a sub.
https://geopoliticalfutures.com/china-signals-economic-policy-changes/