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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Sam who wrote (88447)5/27/2022 8:47:48 AM
From: Sun Tzu   of 95531
 
China is a big concern. And HSI seems headed for multiyear lows, possibly comparable to the drop during the GFC. There is a mass exodus out of HK. That alone will have a big impact. China will certainly miss their planned 5.5% growth forecast. The question is by how much and what will it do to the global economy.

If I were to guesstimate the outcomes, I'd say it's 5% per Soros' doomsday scenario, 15% global recession, 40% normal recession (to varying depths), 30% flat, and 10% upside surprise (for the world, not China).
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