Geopolitical Impacts on ETFs and Market Rotation

The chapter delves into the management of funds in ETFs, emphasizing their rules-based and disciplined processes. It explores how geopolitics, particularly with regards to China, can influence international markets and political leaders' stances on deals with China. The chapter also discusses market rotations, focusing on factors affecting small-cap stocks, potential interest rate cuts, tech companies' dominance in large caps, and the significance of upcoming earnings reports from big tech companies.

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