China announced some monetary stimulus earlier in the week. While important, and somewhat helpful for Chinese stocks and bonds, it didn’t reverberate across the globe. Now China is embarking on fiscal stimulus, and signaling that there might be more to come – specifically to help the banks, which in turn should fuel the economy. We had been very bullish Chinese stocks earlier this year (FXI and KWEB as ETFs), but backed off after they ran into resistance and the Chinese economy continued to struggle. Now it is time to go back in. Again, nothing has changed regarding the view that ... The “Other” Chinese “Bazooka”