Friday, January 07, 2022

US /China market outlook Jan 2022 - In 1 Minute | Ewpple



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Ewpple - US /China market outlook Jan 2022

US Market

  • It's time to underweight US stocks.
  • The market is highly valued and volatile.
  • The tech sector remains crucial.
  • Small- and mid-cap stocks will catch up.
  • Past 1 year returns for SPY: +28%

China Market
  • In 2022, China may outperform other markets.
  • Low valuation & modest policy easing should boost growth.
  • Stocks of consumer companies are in play.
  • Property sector problems will cause a limited GDP slowdown.
  • Past 1 year returns for MCHI: -28%


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