larrycheung
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China Macro Investment Strategy: Understanding the upcoming Taiwan Presidential Elections to inform our longer-term positioning
🕑 Added 2023-06-26 21:04:44 +0000 UTCMembers,
For my July Investment Strategy note, I have a special update regarding the upcoming Taiwan Presidential Elections coming up in January 2024.
Inside this note, I provide investor education on how to follow the developments as well as scenario analysis on how to view China & Semis depending on the progress that certain Parties make in the election polls.
Best
Larry
P.S - I can only check 1:1 messages sparingly & periodically throughout the week because I'm researching during weekends and market hours to provide you thoughtful commentary. Please give me ample, ample time to get back to any 1:1 messages. Thank you, and I appreciate you.
If you have a message to send me, please send me a msg on Instagram @LarryCheungCFA. I don't check Patreon messages as often as on Instagram.
Comments
Yes happy to do so.
Larry, in one of your upcoming macro strategies can you say a few words about GLD? With SP500 going up, GLD may slowly enter a zone that might be interesting with bearish view on H2.
