Oct / Nov market shivers

  • Discernment post to follow.

  • US 10 yields rocketing, there a minor dip in markets
  • Israel war adds to global uncertainty.

This moment of writing, everything seems to be simmering down.

Good thing is inflation is going down at USA, China/US relationships improving

China more forceful rescue to property market, trying to adjust my portfolio to benefit this.

China has sudden draft on gaming rules. 20% down on Tencent.

 

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