Reflation Bets

These look like good bullish setups: India and Peru. Maybe a pullback in both though, certainly SCIF looks a bit overbought here, but then again the November drop might be the handle on this cup.

Jeffrey Snider argues the reflation trade is going to have a “show me” moment soon.

Alhambra: The First Real Reality Check?

Author: 罗臻 http://www.investinginchinesestocks.blogspot.com

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