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The Market Turns to the Upside for China and Hong Kong
We might actually very well see a market turn to the upside for China and Hong Kong in the immediate to near term. These are by large very heavily sentiment influenced. By no means am I suggesting to go long China now or to short the Nikkei now, nor to short the AI stock rally either. That's an entirely different matter. If markets do temporarily turn on the conference catalyst as a gathering of suits and expense accounts doesn't change underlying market Dynamics or economic fundamentals.