Below are my take on this topic:
-Momentum is real, but caution is key. The Fed remains data-dependent. Any upside surprise in inflation or geopolitical risk could quickly derail sentiment.
-Tech and AI remain strong contenders, but don't overlook cyclicals. Rotational plays may offer hidden gems.
-Chinese assets remain deeply discounted relative to fundamentals. For contrarian investors, this might be the moment to accumulate selectively while the world looks away.
My strategy?
A barbell approach: staying exposed to high-quality U.S. growth stocks while gradually allocating to oversold Chinese names with upside potential.
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