Happy CNY to all Patrons!在这个新的一年,祝您身体健康,百病不侵!
It’s something that’s been on my mind all week as well, so I wanted to share my thoughts here for you guys. I’ll do a further article on Financial Horse in the coming days, but here are my preliminary thoughts for now.
There are 2 ways this can play out:
1. China successfully contains the virus with its current slew of drastic measures. The economic slowdown is short lived (limited to no more than 3 to 6 months), and the current sell-off proves to be a buying opportunity.
2. China fails to contain the virus with its current measures. The spread worsens, as does the economic slowdown (6 to 12 months or more). If so, the current buying opportunity is too early to buy in, and the correct buy-in lies further in the future....