Antonio Giambanco
πŸ“‰ Markets in the red after Labor Day Today, US markets reopened with a sharp correction: many stocks closed deep in the red and the VIX spiked higher, signaling growing fear among investors. Geopolitics isn’t helping either: the SCO summit in China, with Xi Jinping, Putin, and Modi attending, has added another layer of uncertainty and tension. 🌏 China in the spotlight Morgan Stanley just released a bullish note on the Chinese economy, highlighting 22 companies to overweight in portfolios (including Alibaba, Meituan, Li Auto, Xpeng, PetroChina). China’s anti-involution strategy aims to support growth while countering deflation and overcapacity. The manufacturing PMI came in at 50.5, above expectations, suggesting a modest recovery in domestic demand. πŸ’‘ A strategy for retail investors On volatile days like this, many wonder whether to jump in or stay on the sidelines. One strategy to better handle uncertainty is Dollar Cost Averaging (DCA): investing in regular tranches instead of putting all capital to work at once. This reduces the impact of volatility and builds gradual exposure β€” particularly useful in times of fear (high VIX) but with attractive long-term opportunities, such as those Morgan Stanley pointed out today in China. πŸ‘‰ I always keep a medium-to-long-term perspective, diversifying and monitoring macro signals. This is not financial advice, just sharing strategies. Note: This post is purely for informational purposes and reflects my personal views; it does not constitute financial advice $VT.US (Vanguard Total World Stock ETF) (Vanguard Total World Stock ETF) (ETF Vanguard Total World Stock) $VOO (Vanguard S&P 500 ETF) (Vanguard S&P 500 ETF) (ETF Vanguard S&P 500) $QQQ (Invesco QQQ) (Invesco QQQ) (Invesco QQQ) $MCHI (iShares MSCI China ETF) (iShares MSCI China ETF) (ETF iShares MSCI China) DIA.US (SPDR Dow Jones Industrial Average ETF Trust ) (ETF SPDR Dow Jones Industrial Average Trust) isom.de GLD (SPDR Gold) (SPDR Gold) SOL ETH BTC [this post was moderated by @eToro_Moderation for excessive tagging]
null
.