HiTALK
HiTALK
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avatarHiTALK
2022-03-02
The Ukraine dispute was nothing but a distraction to the market. Now the more serious and real problems of increasing rates, inflation, etc. will come back into focus. We aren't out of this volatility yet. The reaction yesterday probably washed out a lot of weak players so volatility will be more muted. Short term I'm still on the sidelines. IMHO: still too early to buy the dip. If your risk tolerance is greater than mine, you may have a different view. I don't think the fed raises more than 25 basis points nor do I believe they were going to do more before this dispute.$Visa(V)$
avatarHiTALK
2021-07-30
$好未来(TAL)$ There's an article joking that the $新东方(EDU)$ (New Oriental Education) CEO cried when one person suggested to transform the company into child care during a meeting. No joke! Child care is a real industry and has a big market. Many chinese parents are rich but lacking time and will use this service.

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