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4min chapter
No Clear Sign Of Recession Yet, Says Nick Reece
Forward Guidance
The Bullish Signals on Chinese Stocks
Nick Francona: It seems like everyone I talk to is very bearish. He says it might not take that much for the glass to go from half empty to half full. We're already starting to see some easing of those China lockdowns and re acceleration of their growth cycle, he says. And so in three to six months, the dominant narratives could be very different than what they've been over the past six months,. Are you very constructive on Chinese stocks? "I think there was a needed correction that we were overdue for"
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