Subject: Re: PRC and Domestic Investing
This board is Mechanical Investing (MI) which includes anything about MI....
Hence the original question. Much of the discussion does, indeed, belong on the Macroeconomics board. However, MI and its algorithms are premised on certain underlying assumptions, and the question wonders whether those questions, and your parsed questions, have any impact on those underlying assumptions, and so on the extant algorithms. In the intermediate- to longer-term--those 3-5 years suggested by hedgehog444, and longer, I add--I agree things will settle out. But we have to live through the near-term to get to those other years. We're not allowed to skip ahead.

Eric Hines