Hedgie's notes

Hedgie's notes

Make friends, not war

Xi-Biden meet seems positive

HedgiePM's avatar
HedgiePM
Nov 15, 2022
∙ Paid

China was positive again today before Alibaba's BABA 0.00%↑ earnings in 2 days - management guided that double 11 performance was similar to last year, which is on the higher end of consensus expectations. Stock is up 11% today.

More importantly, the Xi-Biden catchup in Bali looks pretty positive. Bloomberg:

Beijing described the in-person meeting as “candid, in-de…

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