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On the SPOT blog (10/24/2022) [N..]

Markets got a good start for the week as some news indicating that business activity slowed in October (4th consecutive month of decline) might have triggered hopes of Feds easing rate hikes and quantitative tightening in the near future (remains to be seen). Rest of the week is loaded with results from heavy weights (e.g. Alphabet/Google and Microsoft report tomorrow). China related stocks are perhaps under pressure after President Xi got another term in power. Chinese stocks and even Taiwanese stocks (e.g. TSMC) are under pressure as they US-China tensions have grown a lot lately. So, even though BIDU, BABA seems to be on sale, I have resisted from building a position in those stocks.

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