Trick or Treat: Which assets will rise from the dead?
Many Happy Returns
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The MSCI China Index Is 9.55. And That's at the End of September.
My fear around Xi, whatever the official doctrine says, is that maybe he's just quite mediocre. He's clearly amazingly good at consolidating power in the Communist Party and keeping his loyal lieutenants close to him. But if you are bullish on China, now's the time right. How much low can it go? A lot lower. I'll talk about K. Webb again, won't be a Januaryan.
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