Hedge against Stagflation / possible reversal

2021년 7월 22일

China has started experiencing the pain of higher input & output costs.
1. this can ease slightly in coming weeks giving respite to chinese stock market overall
2. Ali Baba with its low labour/supply costs, high growth can come out of this with an intact profit margin, even a better one.
After months of gloom Baba stands a chance to go back to new highs.