In today’s briefing:
- US Vs China Technology, Alibaba, China Unicom, and New World Development
US Vs China Technology, Alibaba, China Unicom, and New World Development
- The consensus of bottom in China Tech and China A shares continue to gain favour.
- Bank of America is the latest to recommend selling US tech to buy China Tech.
- The Bullish China stocks call is predicated on reopening Pivot, yet the daily increase in cases and sporadic lockdown put the Pivot callers to double down.
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