GQG 0.36% $2.74 gqg partners inc.

Ann: 2022 Full Year Results - Investor Presentation, page-6

  1. 7,275 Posts.
    lightbulb Created with Sketch. 2187
    The whole market is about to roll over imo.

    Inflation clearly still isn't under control, pretty much every earnings report I've seen is terrible and guidance isn't any better.

    GQG is a risk on business, it needs equity flows to grow. Given the latest data points, I'm not confident there will be materials flows again this year for GQG. But you can't be sure.

    I opened up some short positions across tech in the states the last few days (Tesla, Shopify), I wouldn't be surprised if we saw a serious market roll over about to begin.
 
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$2.74
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