I am currently bullish on China, Natural Gas and USA in general. I think the QE fears have been overblown by the markets. The FED will know how to ease their QE and continue to pump the markets.
China is trading at a steep discount to other emerging names including Indonesia, Vietnam, thus I am recommending to buy into Chinese Markets.
ETFS to consider are YINN, CHIX (China) and UNG, UGAZ, BOIL (Nat Gas)
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