The possibility of a Hot WarI believe the ongoing tension around the Military Threat to the Country of Ukraine is bringing concern to all markets. War is not good for business. Sanctions are not good for business. The possibility of continuing incursions by Russia and retaliations by friends of Kiev is not good for business.
In the meantime the overzealous investments in non profitable stocks is becoming evident as money goes to roost. Yup not yet time for blood in the streets. Stay sidelined.
Yet I am seeing some bounceback in Chinese stocks.