bullish
US Vs China Technology, Alibaba, China Unicom, and New World Development
SUMMARY
- The consensus of bottom in China Tech and China A shares continue to gain favour.
- Bank of America is the latest to recommend selling US tech to buy China Tech.
- The Bullish China stocks call is predicated on reopening Pivot, yet the daily increase in cases and sporadic lockdown put the Pivot callers to double down.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
x