Don't put all your eggs in one basket
This is the worst situation to be in. Almost like putting all your eggs in one basket. And it’s not even purely b/c of fundamentals. A large part driven by bias and geopolitics. Long US equities matched with short China, when it finally reverses, will be an epic pain trade.
$KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $iShares MSCI China ETF(MCHI)$ $iShares China Large-Cap ETF(FXI)$ $CSI China Internet ETF(KWEB)$
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https://twitter.com/BrianTycangco/status/1726981973930078676
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