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Chinasoft International
Tong's Portfolio
Into a recession or stagflation? Sold stocks to raise cash
We think the current optimism that the US economy — and stocks — would emerge largely unscathed may be misplaced.
September 15, 2022
Tong's Portfolio
Switch to Chinese from US equities paying off
Again, we expect EM equities may well underperform in the near term, but we believe they will outperform over a longer period.
July 14, 2022