SOXX: China Reopens To Chips, Timing Is Perfect

Hi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management firm, where I lead multi-asset strategies and manage equity portfolios. My approach combines top-down macro insights with bottom-up stock selection, with particular attention to economic cycles, monetary policy, and systemic risks.While ...