The Prospects for Chinese Stocks in the Second Half

The prospects are looking good for most investors, especially with how resilient the economy has been and the markets has been all year. We think investors should look to re-balance U.S. equity exposure into more attractively valued areas such as consumer stables and industrial. Chinese linked investments have lag down growth and geopolitics in the first half, for sure. But we hope that, you know, because China is such a strong economy just as the U.S., both very important.