In today’s briefing:
- KWEB Attractive, Toyota and JD.com Best in Breed
KWEB Attractive, Toyota and JD.com Best in Breed
- KWEB giving an attractive entry point here, as it begins to outperform the domestic FDN.
- Toyota>Honda and look for that relationship to continue going forward.
- JD>BABA, a new dynamic divergence between the two, and my opinion is JD will be the leader in 2024 and beyond.
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