My concerns of anything more than a pullback are subsiding, Chinese PMI is in expansion once more which is confirming that the majority of poor economic performance is likely finished.
Over the next 6 months we expecting to see hard data underperform, compounded with a rising dollar it is a headwind for equities.
Over the next 6 months we expecting to see hard data underperform, compounded with a rising dollar it is a headwind for equities.