2022 Santa Claus Rally: Happy ending or losing faith?
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Spinee
joined discussion · Dec 7, 2022 11:36
In terms of allocation of Chinese stocks, it is suggested to focus on three main lines:
First, under the optimization of epidemic prevention, the repair market of damaged plates in the early stage, such as
biomedical, aviation, wine travel and other plates;
Second, under the demand of stable growth, the industry policy margin is loose, such as
the real estate industry chain and the Internet and other industries;
Third, under the theme of security for a long time,
energy security, self control, information innovation, traditional Chinese medicine and other sectors.
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Upncoming1841 : my top pick of the beneficiary will be the Macau casino and trip.com
Spinee OP Upncoming1841 : $Trip.com (TCOM.US)$ not bad