China Large Caps are a Key Fib, as the Dollar Weakens and US looks to head into recession risk. China Rotation could be in the books, or else diversification away from US equities only investing as a result of onshoring. Diversification and EM/China could play a role in balancing an overbought and US only portfolio as Jobs Opening Data remains weak, and US equities continue to rise.
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Disclaimer: I am just a guy on the internet. I am not a hedge fund manager though much of what I am saying is an attempt to articulate what I have been trying to learn from them and mix it with my own logic. If you invest based on my advice and lose money, that one is one you.