China slump kinda ending, korea ai trade money rotate into china, july politburo an interesting catalyst for consumer demand boost, chinese internet stocks decimated and good entry price, us is expensive as hell. generally a lot of catalysts hiding in plain sight; china tech selloff wasn't really fundamentals driven. Mr. burry likes it too (JD to be specific. whatever people say about him he still does good DD). hangseng relative valuation to korea (neighbouring market) is also at a 36-year low (sc attached)