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Takeaway: We're beginning to nibble in China.

China showed solid follow through overnight after Friday’s China #GrowthStabilizing data for Q313 and September. The Shanghai Composite led Asian Equities higher closing up +1.6%. It's back-in-black in China year-to-date. We're starting to allocate capital to it in the Hedgeye Asset Allocation Models.

So, the Chinese and the rest of the world continued to exist despite the fear-mongering and dysfunction in DC. Imagine that. Bottom line: If China bases here on the growth curve, an acceleration in 2014 could be next. 

Click image to enlarge.

BEIJING: BACK IN BLACK - dale1

BEIJING: BACK IN BLACK - china22