Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23
The Exchange
00:00
Are We Picking Up Pennies in Front of a Steamroller?
The end to zero COVID and the reopening make China one of the best equity stories out there right now, says Andrew Slim. Slim: The bust was down 63%. And because it was so bad, the initial rally, and we're up 50% off the low, doesn't induce foreign investors to come in because they remember the previous bust. These stocks are only back to where they were kind of last summer,. So I think there's more upside.
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