The Asian theme is still working incredibly well here, even on a day like today.
When you can find rotations like this away from the market current, it obviously helps you smile on days like this.
I still think this theme lasts well into the summer, so find a China stock that is beaten down today: $JMEI, $ATHM, $BABA, $NQ, $LEJU, $JMEI, $EJ, $TEDU, and $XUE.
These stocks are either down, or have not yet participated by my standards.
I’ll pick one or two of these up later today.