With robotaxi reveal and potential China stimulus this weekend. The question is, how much is already priced in 🤔
Any thoughts?

Biggest Q3 outcome was the changing of tide on Chinese stocks. Once unloved and avoided by most but the fundamentals were still there and the valuations just didn't make sense. Now the stimulus is out, we're seeing more focus on Chinese stocks and perhaps away from other overvalued markets. Money flows where it grows. More to come, might see short term fluctuations but long term, we should see healthy gains.