Buongiorno from China!!

With phase one of the China trade done, how should we position for phase two?

That sure was a week. This stock market continued its 2024 trend of moving at breakneck speed and pushed the gas pedal into ground and bided up Chinese names 10 - 15%, not in a week, overnight! They gave you no real ‘entry’ except if you went long Monday on the rumor that China was about to ease. After that it was off to the races.

What was more aggr…