Rames, you have two choices: You can print out your fixyou stock list and throw dart onto it. Most of those names still have very depressed PPS. With Uncle Sam printing money like a mad man, the paper will flow into the asset market. Those Chinese stocks will move (significantly) higher in coming months.
Or you can go for a more coordinated approach. I like coal play. LLEN/CHGY are two good choices. Chines coal prices are moving higher. Chinese coal stocks should move accordingly.
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