The positioning for both the bright and dark side of China's COVID pivot reflects growing concerns from investors surprised by the rapid policy change, especially as COVID vaccination rates among the elderly remain relatively low.
While Swan is not convinced there will be a big revival in consumption, the global hedge fund is looking to add exposure to China on the long side. "Initially we were cautious on China. Over the last 10 days, we got more signs of definitive easing of dynamic zero policy," Neto told Reuters. For long-term plays, he prefers consumer, insurance and internet stocks, which will benefit from an eventual economic reopening.
Yup…capitalism creates its own consumers🎈🏴☠️
World governments conspired to create a population control mechanism. World media conspired to help it along with propaganda and misinformation. World corperations, big medical, and big pharma conspired to help it again and make big profits for everyone involved. Fact, not theory
Reuters -- propaganda purveyors for the Democratic Party and the security state.
这种媒体让它自嗨就得了，不要在意它怎么说，做好自己比谁都强，最后忍不住骂一句：傻逼媒体
So does the GOPDomesticTerrorists
I'm more afraid of the globalists who rule from behind the curtain, control the media, Western politicians, than of Putin's Russia who doesn't give a fuck about them, the USA is a rot of hypocrites fucking anti-human banskters, seeking digital slavery Agenda 2030
Always a safe bet in this fucked up system