Jim1995
09-27

$XIAOMI-W(01810)$ $Baidu(BIDU)$ $Alibaba(BABA)$ 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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Comments

  • Des79
    09-28
    Des79
    Good research. Its indeed the opposite.
  • GoodLife99
    09-27
    GoodLife99
    [Like] sharing!
  • mocheee
    09-29
    mocheee
    Great article, would you like to share it?
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