I don't doubt Chinas credentials for a huge run but their market/media/data etc is questionable so I'm not sure I could just invest and sit on any investment into China.
Always seem to be one decision away from a massive rug pull.
Very believable ingredients for a run and very believable ingredients for exporting inflation to the west.
Second inflationary wave?
IMO I think that would be prioritized over any Taiwan activities.
Taking down the dollar would be have the biggest reward
Very complex, multi faceted puzzle that one but one I believe starts with pumping the dollar first - not dumping it (yet)...
XJO - Bear Posts only (Factors which might cause the markets to fall), page-7817
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