Short FANGs, Long Cisco for Cloud Play
Tim Mulholland, Managing Partner, China-America Capital Company, Chicago
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Cisco is sacking more than 5,000 staff but they are cheap, pays dividends and needed for the cloud to work.
Also, what do Walmart's results mean for interest rates?
The Shenzen stock exchange which is connecting the Hong Kong Exchange is supposedly the Nasdaq for China but it's really Nasdaq on steroids.
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Tags: FANGs, Digital Economy, Walmart, Shenzhen Exchange, HKEX