I'm Bullish on China

Hanging out in New York City this week has been such a blast. 

Today, I gave an extra-long presentation on the outlook for global equities. We talked it all out in the room for several hours. 

For me, there is one big takeaway that towers over the rest. I think 2025 will be all about China. 

In my presentation, I gave three major reasons why I’m bullish on Chinese equities. Here they are:

• The initiation thrust from September.
• The rotation happening within emerging markets.
• The prevailing bearish sentiment around China.

Then, right in the middle of my presentation, Dan Ives showed up.

It was the cherry on top of what has already been an incredible week.

It was epic.

Even JC jumped in and snapped a picture with him while holding up our Custom Fanghai Composite Index.

Strazza called it the “Magnificent 7 of China.”

And when you look at the chart it couldn’t be any better.

It’s a textbook bearish-to-bullish reversal pattern playing out right in front of our eyes… And it’s happening as the rest of the world worries about tariffs and big tech trade wars. 

I really think something’s brewing in Chinese equities right now.

The upside potential is huge.

When these stocks start moving, they move fast and wild.

Let me know what you think!

Alfonso

P.S. Steve went live today reacting to META, MSFT, TSLA and AAPL's earnings. But, I know he thinks the real tech story is about China. Click here and see what he had to say!