In today’s briefing:
- Sticking With China; Bullish Outlook Intact. Buys in Consumer Discretionary, Materials, and Tech
Sticking With China; Bullish Outlook Intact. Buys in Consumer Discretionary, Materials, and Tech
- We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.
- We will maintain our bullish intermediate-term view as long as market dynamics remain healthy and the SPX and ACWI-US are above 6028-6059 and $119-$121.
- We remain overweight/continue to have a major focus on China (Shanghai Composite). It continues to offer the most attractive opportunities, with a significant number of today’s recommendations coming from China.
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