Onto China tech trade from 12/2016

First caveat - not all of my opinion from December 2016 was correct. However, considering that CNBC just today reporting that "These China tech stocks are even hotter than FANG" I was pretty good at anticipating the next big move in markets with comments from December 2016 on KWEB:

"maybe China tech will takeover as a sector-like leader"

"Repeat, not [yet] a trade rec, this is larger view idea for a theme we may see in 2017."

Here's the original post. And here is KWEB since then, with the QQQ comparison in red. That's +24% for QQQ and +50% for KWEB. Ding!!!