$XIAOMI-W(01810)$ $Baidu(BIDU)$ $Alibaba(BABA)$ The US and Chinese Equities are exactly at opposite positions in their economic cycle right now.
One of them needed to flood their economy with a stimulus and the other needed to cool theirs down
You accumulate positions in the one that is waiting for a stimulus[Lovely][Lovely][Lovely]
That’s it.
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Macro Trend
Monetary policy, various types of price indices... Here is everything about the macro economy!
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