The author is personally "losing faith in US markets" and "thinking about moving money to China." This implies a belief that Chinese equities (represented by FXI) will outperform US equities, leading to a potential capital flow trade. A vague sentiment shift away from US markets and toward Chinese exposure, based on unspecified macro concerns. The thesis has no foundational data; Chinese markets carry significant regulatory, geopolitical, and transparency risks; the post could be purely emotional rather than analytical. No other actionable trade ideas in this post.
The author is personally "losing faith in US markets" and "thinking about moving money to China." This implies a belief that Chinese equities (represented by FXI) will outperform US equities, leading to a potential capital flow trade. A vague sentiment shift away from US markets and toward Chinese exposure, based on unspecified macro concerns. The thesis has no foundational data; Chinese markets carry significant regulatory, geopolitical, and transparency risks; the post could be purely emotional rather than analytical. No other actionable trade ideas in this post.