I’m not directly long anything in China, but rather am indirectly long China via multinational companies that do significant business in China (e.g. ABT, MDLZ) or are indispensible to an industry that exports to China (e.g. MON, DE).
p.s. Well said vis-à-vis Alan Abelson.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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