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Sentiment Rally
The Compound and Friends
China a Shares Reaction to Negative Western Headlines Might Surprise You
Every time the negative headlines start to get ratcheted up about what's going on in China, the assumption is I should get out of Chinese stocks. So we have a habit as human beings of assuming cause and effect or thinking that we heard a piece of news. But things are priced in way ahead of when anyone in America actually is aware of them. This is my favorite October, 2006, North Korea conducts first nuclear tests. China went up 287% in the next 12 months.
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