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2024-10-02 08:25:00
Last week we favoured the Chinese equity market on the back of the policy shift in China, and this has certainly been the case.
Iran's missile attack on Israel and the expected Israeli retaliation is a good excuse for the market to take a break. From a technical perspective, this would be good as it would give way to the traditional Santa Claus rally.
USD may have reversed, threatening the bull market, so keep an eye on it.