Macro:
Chinese leading indicators expanding/ recovering
Chinese consumer returning to norm
Global innovation theme taking off
Sector:
Consumer cyclicals preferred
Technology focused
Stock:
3Q seasonality good for Meituan
Mid Autumn Festival pent up consuemr spending
Potential HSI inclusion (fingers crossed)
Technicals:
General uptrend intact (Moving averages &...
- Leading macro indicators in expansion
- Cyclical sector stocks breaking out to all time highs
- Technicals confirm uptrend
- Long cyclicals and tech?
Macro leading indicators all in expansion
Technical analysis of CSI 300 confirms expansion
Correction looks over
Next leg up to ATH?
Long cyclicals/ tech?
