[sgbuffett]

The huge China Tech sell off and Evergrande collapse which cause global funds to flee China has created a unique and historic opportunity.

While everyone is distracted by US problems of inflation, tightening and recession, people forget that at the end of the day pension funds, hedge funds and all sorts of global funds have to put money to work. If not US ...where? Bridgewater and Blackrock who controls several trillion have to find returns for their money. That place is China and Asia ex Japan.

The rally is in its nascent stage  ...