• Navigate This Market Turbulence: All Hedgeye Research → 3 Months 66% Off

    Preserve. Protect. Grow. Former hedge fund manager and CEO Keith McCullough has successfully navigated the Dot Com Bust, Great Financial Crisis and Crash of 2020. Get 66% off the smartest investing insights money can buy.

We have been the bulls in the China shop since the October lows. We understand where consensus is, since the bears are using our 9 month old thesis. Does the Street understand that these 3 Asian indices are bottoming (see chart)?

We are long China via the Chinese etf (FXI). It was +12.8% on Friday, putting it +32% from the October 27, 2008 low. Bottoms are processes, not points - and this one is in motion.
KM