With the ongoing war it sure to affect the western end. Long story short, funds will require to realign themselves. Over the years, we knew funds will require to diversify themselves it is just the ratio on bonds, gold, dollars, stocks etc…Personally I foresee US will require to work closely with China in order for them to benefit and sustain their economy growth.
With the good earnings from China companies one can selectively pick up those good ones as the recent month sell down is/are over done. Eg. Futu, Alibaba and Tencent.
Please do your own diligence as these are just my own views. Thanks
Johnnie Worker : lets go dragon