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Just don't call it a handover - Chinese President Xi Jinping has been on a whistle-stop tour of Hong Kong, which we're now told never belonged to the British.
These stocks are priced for an industry-wide calamity, but how realistic is that considering their customer base?
However, I'm anticipating some bounces and increased volatility this afternoon as money managers make last-second moves to close out the second quarter.
I'm setting up for the next six months with selections in Energy, Staples, Semiconductors, and Aerospace & Defense.