Lightning Striking Man Carrying Umbrella
So, if we believe that Sino-US tension, China’s intolerance of the powers wielded by private technology companies, and the increasingly unpredictable policies of the world’s second-largest economy could be important, then why must they happen sometime between the first and last days of 2022? They could happen at any time.History doesn’t ever march to the tune of a Gregorian calendar. And nor do stock markets, especially if we are long-term investors.
Some might say that the writing is already on the wall for interest rates. The US Federal Reserve is expected to hike interest rates at least 3 times this year. Some have even suggested that it could be as many as 4 hikes.