The winds of change (no Scorpions) are ushering in a theme which shall soon be ripe for the picking. In my weekly scans I started seeing things like:
Exhibit A: China Internet Stocks being relatively oversold as an industry group
Exhibit B: China seasonality strongest of the year in the upcoming month of October
Exhibit C: The BlackRock China FXI coming into support
In the coming days I will be doing a full rundown of my favorites in the group as I think we can get in front of a move into the fall. While I compile that list for you, enjoy The Scorpions “Winds of Change.”
OC