• It's Here!

    Etf Pro

    Get the big financial market moves right, bullish or bearish with Hedgeye’s ETF Pro.

  • It's Here

    MARKET EDGES

    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

There was an interesting article flagged by our people on the ground in Asia today considering the ramifications of a government sponsored stabilization fund.

Per the Shanghai Daily, "China's social security fund will stabilize its stock investments to lay a foundation for better returns during the next two years, according to Dai Xianglong, chairman of the National Council for Social Securities Fund."

I am starting to warm up to getting long China ahead of the inevitable Olympic hype. I have not owned anything China in over a year, so this statement should be considered within the bearish view I've held.

*Full Disclosure: I own the Chinese ETF (FXI)
KM
Long China Now?