Rate Of Return
CommemorativeTencent, Alibaba, Zijin Mining, Zijin Gold International, Hong Kong Exchanges and Clearing, HSBC stocks, if the Strait of Hormuz remains closed until the end of April (an additional 5-6 weeks of supply shock, oil prices in the $120-150 range, leading to inflation/stagflation concerns, rising energy costs, and risk-off sentiment).
- Internet/e-commerce stocks (Tencent, Alibaba) are strongly negative (similar to the Magnificent 7, as Chinese consumption and cloud business are dragged down).
- Mining/gold stocks (Zijin Mining, Zijin Gold International) benefit positively (high oil prices + geopolitical tensions boost gold's safe-haven demand and copper/mineral prices).
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