$iShares MSCI India ETF(INDA)$ High REAL GDP GROWTH % Stable expansion of BOTH services and manufacturing PMIs Growing working class population Inflation kept in check
$Alibaba(09988)$ SOTP undervalued at this price. picking up shares Cash balance able to buy up 30% of total MKT cap. Company has good moat, divestiture rewards current shareholders
better than expected data - strong economy- able to handle 75 bps (markets down)Worse than expected data - weakening economy - fed may or may not hike 75 bps due to recession risk ( markets rally)
Payrolls Increased 372,000 in June, More Than Expected
that's not entirely true. The FED is definitely well behind the inflation rate , increasing the pace of rate hikes will further dampen the stock markets alongside FED concurrent tapering this year
Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks