Jay Latest Reuters Piece Makes the Case for China

Jay continues his bi weekly opinion pieces for Reuters, making the case for Chinese equity to continue to OP the US. Jay highlights how both FXI and KWEB have OPed the S&P and Nasdaq over the past year and describes why he expects 2025 to be more of the same, noting DeepSeek as one example why TPW Advisory likes China Tech.

https://www.reuters.com/markets/asia/investors-who-sleep-china-may-wake-up-too-late-pelosky-2025-01-28/