Weekend Digest #269 (FNV, Colombian Stocks, Boeing Incident, Bruker, China)
News of the week and whether it's finally time to buy China or not
Summary
First Quantum is rallying, and that's positive for our Franco-Nevada position.
Analyzing the Boeing 737-9s problems and its expected impact on our Mexican airport holdings (spoiler alert: Mexican aviation has minimal exposure).
Upbeat on Bruker for 2024.
Finally time to buy China? I'm tempted to buy JD.com shares again but am waiting for capitulatio…
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