The financial press/media seems slightly bearish on China, but fwiw, earlier this week I saw several cases of bullish option flows into a few of the etfs that track China. Today for example ASHR ----> the January $25 calls. And they have been buying those all week. Granted they are only $0.07, but someone seems to want a lot of those lottery tickets. Seems like a reach if you ask me, but who knows. There were a couple more I've seen in the last few days... no stocks, just high volume etf order flow on the buy side. I don't really follow them, I only noticed them because they showed up on my screeners.
Two more stocks that I keep track of. Neither will move fast, but for a 12 month time-frame assuming no large market-wide correction, they'll slowly grind up. AIR-- it sold off today on a revenue miss. $64.30 now. It's a solid company, in the right sector. Low volume. It's an off the radar type stock. It's the type of stock Berkshire would buy, and hold for 10 years. BJ-- They're growing, like a Costco, membership club. $66. It's overdue to live north of $70 and start grinding towards $80. AIR might pull back some more as this is day 1 on the sell off. Anything below $60 would be great.