IB of last week
IB of this week
Investors emphatically sold into USD strength, lifting net short abruptly to a new high.
Money is flooding into new techs - looks perilous.
China Q4 GDP +6.5%. 2021 could be the year of another ‘anyone believes he can make money in China market’. As reiterated, higher weights in domestic shares are recommended.
BABA: even more bullish…free buy under 250
BILI: Target is 200+, unlikely to see it fall below 100
TESLA: worried about falling down, will sell tonight.