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Trader: Follow the QE money to China now

Investors talk in front of an electronic board showing stock informations at a brokerage house in Kaifeng, Henan Province.
China Daily | Reuters
Investors talk in front of an electronic board showing stock informations at a brokerage house in Kaifeng, Henan Province.

When choosing how to invest in the global markets landscape, consider "the haves and the have-nots."

Who has quantitative easing and who does not? The German stock market is up 16 percent in three months on the back of European Central Bank's QE program versus a measly 3 percent gain for the S&P 500.

Now there's a new QE trade on the table.