The time is ripe for ERM to take a clear objective stand on China.
One sign that is unmistakeable is that I was having lunch with another Dr. Wealth trainer and he was telling me that old “friends” who have been observing him are coming out from the woodworks to show some “care and concern” about his China positions. This is very familiar to me as it reminded me of March 2020 when I was having my own dark moment with S-REITs.
So in my opinion, this is very much like the Marvel Cinematic Universe, a split will occur in your timeline and a lot of wealth will be either made or lost depending on which stand you will take. ERM is a slightly more advantageous stage as our portfolios are doing ok and can farm some winnings into the beaten counters in China.
So there is no better time for thinking about China in a community event....