During today's internal Analyst meeting, JC said: "We should be doing more in China."
It's not something I often agree with. But today I do.
In fact, I've already got a couple positions on in stocks with China exposure, and I'm adding some more today.
And look at this performance of the China Large Cap ETF $FXI:
There's nothing quite like a huge gap up to change investors' perceptions and sentiment. I think right now, investors are warming up to the idea that the train may have already left the station to get positioned for a China bull market.
And the catch-up trade may be massive.
In today's Options Jam Session, I discuss this, as well as my thoughts on what's in store for the stock market in the coming 2-4 months.
Sean McLaughlin | Chief Options Strategist, All Star Charts
