MacroResearchBoard
| Independent Investment Strategy
Warming Up To China Plays – March 4, 2019
Warming Up To China Plays
Increased hopes for a U.S./China trade truce have boosted investor sentiment towards China and related investment plays.Moreover, it appears that the Chinese economy has stabilized after last year’s soft spot, and we expect somewhat better economic news over the balance of 2019, helping to lift global trade.
While somewhat overbought from a short-term perspective, the 6-12 month outlook for most risk assets remains positive.
