From the Desk of Steve Strazza @Sstrazza
Equity markets around the globe are getting rocked as we close out another rough week.
And then there’s China, which is green on the day.
This isn’t just a one-day thing. In fact, it’s quite the opposite. China has been showing impressive relative strength since bottoming in late October.
Today is just a microcosm of what that leadership has looked like.
It’s had our attention for a while already, which is why we’re about to discuss the structural outlook for Chinese stocks and outline some long ideas in the strongest names.