Goldman having same view as me?
Took a quick read of a short article this morning and notice that Goldman is bullish of Chinese equities and believe that there is further upside despite recent pullback.
It is not surprising given that China had underperformed last year due to its COVID policies. The reopening trade pursuant to china trying to increase economic activities is a fairly decent chance with regulatory conditions likely to be less stringent from the side of China. The concern still pertains to geopolitical reasons and we should stay careful of it.
I have positions in certain chinese tech stocks and hang Seng tech etf. Let's see if time will prove me right.
*This should not be construed as any investment or trading advice.
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