Diversifying: periphery markets rebounding?

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    jyl087
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    Hi Cam,

    I’m always looking for diversification opportunities. What do you think about the recent rebound in EWI and GREK?

    I’m trying to figure out a way to play the idea that as as US tariffs ratchet up, China is cutting import duties on other countries. For example, I would think that Italian and French luxury items would be identifiable to Chinese consumers as not American.

    Further, I would think that the rest of the world continuing on with global trade (e.g. CPTPP), should be a boon somewhere, no?

    Thanks,
    Jim

    • This topic was modified 1 month, 3 weeks ago by  jyl087.
    • This topic was modified 1 month, 3 weeks ago by  jyl087.

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