I'm a huge believer of the narratives that Ray Dalio puts out on the transition of power from the US to China. Likewise, I think megacorps will continue to reign supreme in both regions
Consequently, I don't think it's wise to hold just US megacorps, but in both regions.
So far, I'm aware of KWEB, which I currently hold in addition to QQQ, but if there was some combination with the additional exposure of more robotics oriented, ecommerce, and fintech oriented companies, that would be ideal
A question very much related to this is, how are people investing in the best growth beliefs in China? Are there any growth beliefs in China that seem like a facade, or that are underappreciated?
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