The Chinese Reopening Could Be a Game Changer for Equity Markets

A Chinese reopening is typically positive for equities. Japan tops the list of regions that are likely to gain most from such a reopening. NASDAQ and Russell growth stocks tend to outperform S&P when this occurs. I have my doubts whether it's enough to fully counter the negative consequences of the recession of the West. But in any case it may be worth considering going long APAC quote unquote equities as a consequence of this Chinese reopening.