Share this postMarket Memo: Peak Reopeningwww.citriniresearch.comCopy linkFacebookEmailNoteOtherMarket Memo: Peak ReopeningTake Profit in Chinese Assets, Rotate Broadly to US Semis & “MSTIP”CitriniJan 29, 2023∙ Paid9Share this postMarket Memo: Peak Reopeningwww.citriniresearch.comCopy linkFacebookEmailNoteOther1ShareChinese markets open tomorrow, following the first non-Zero Covid Spring Festival, as the broad cross-asset reopening rally in CN has reached the peak of inflated expectations. Will we see a continua…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign in
