Breaking Down The Alibaba Break-Up
Market Depth
China PMI: A Potential Test Case for Splitting Up US Big Tech
Last month's China PMI came in well above expectations to 52.6, that was the highest reading since 2012. And we saw like huge cross asset moves though they were short lived. So just keep an eye on this overall theme because we might see more coming and thereby we might actually see the the Heng saying tech like not only just outperform the NASDAQ, but perhaps even at the expense of NASDAQ inflows.
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