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Super Grannies & Market Update – June 30 Webinar Cancelled

19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.

VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy.

Please click below to view our Macro Minute (duration: 4:55).

Earlier this week, we spoke about the 3 fundamental drivers into year-end: (i) Fed easing; (ii) China stimulus and (iii) post-election dynamics. We want to focus on the most "incremental" development, which therefore, represents the most positive surprise ...

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