Continues to make higher highs and continues to be outstanding against the $SPY in 2025 YTD
We also appreciate how much in sync the HSI and $BABA charts have been, which helps guide us and hold our positions, which in turn helps us add to lagging positions like $BIDU that are likely to follow the same trajectory and we are seeing that already.
Again, no changes to the HSI chart for over a year now and this is something I am particularly happy about about because it was a big call to say that the US market and Chinese market were in opposite cycles and to use Chinese ADRs as a hedge against the US market but it has paid off for us.
Samu
2025-03-22 08:20:17 +0000 UTCGareth Neary
2025-03-19 13:43:09 +0000 UTCLuc
2025-03-19 13:23:37 +0000 UTC