When the broader environment changes, look at the overall market first: $POP .
CITIC Securities: Tightening U.S. and European tariff policies on small parcels are driving cross-border e-commerce to update its fulfillment models. Watch for a window to allocate to undervalued assets — I treat macro factors only as background context; actual decisions still depend on market trends.
When developments are somewhat negative, I’ll hold off on making moves and wait for volatility to subside.
CITIC Securities: Tightening U.S. and European tariff policies on small parcels are driving cross-border e-commerce to update its fulfillment models. Watch for a window to allocate to undervalued assets — I treat macro factors only as background context; actual decisions still depend on market trends.
When developments are somewhat negative, I’ll hold off on making moves and wait for volatility to subside.
