so, i think whether you choose infosys, or whether you decided to look to a specific etf to get exposureat area, or even south america for that matter, i like the trade as a pair >> carter, your take >> my hunch is to be long baba, independent of the sen six, let's look at baba, as well formed a bottom as you would hope to find it's an incredible instance of weakness, it has reversed. it bottomed the same week as the s&p essentially. but as opposed to the s&p up 28% from its low, it's up 68%. i think you've got all the hallmarks of an important bearish to bullish reversal. >> all right for everything "options action," you can check out our website and our newsletter, there's much more "options action" right after this >> announcer: coming up, bond market bonanza all eyes on treasuries as the move in rates overshadows stocks how you can get in on the bond bump ahead >>> plus, calling all "options action" fans, reach into your pocket, grab your phone and tweet us your question @optionsaction, if it's nice we'll answer it on air when "options action" returns thinkorswim® by td ameritrade is

infosys is a name in the nifty fifty. i think where it's a little light and where we could see significant expansion, if there's manufacturing expansion in india, 10% come from india consulting services. this is my long tech trade china versus india simply buying a call and playing to the upside there, at this time calls are cheap enough. you can buy it where it's slightly in the money. same time frame, october 16 call for $1.25 them foinances, hopefully, my put spread on the hedge. being long alibaba, i could use this long call and emphasis. that gets a kicker to the upside over the next couple of months. >> mike, what's your trade on this pairs side? interesting to pick these individual stocks as a way to play the markets there's a couple layers. do you like the direction of pulling out of china and going into india and do you like the names picked to do that? >> i think if you're going look to chinese names, baba is one of the names you need to look at first. this was a painful place we were probably overexposed the ch

another has converted a lot of their mutual funds into etf's and have seen $20 billion of net new infosyswe -- inflows this year, so if we look at new launches 60% have been active, and more than 60% of the etf/year have beat the s&p 500. this year is lower, only 30% of the etf have beaten the s&p 500, but i think it is a good year to be launching. a lot of people are interested in active etf's right now. >> our bloomberg intelligence etf analyst. some corporate stories we are attracting, the largest shareholder of a chinese trust firm is planning to delist its shares due to significant uncertainty. it is citing market changes to protect the interest of smaller shareholders, while it made no reference to the international trust, at ranks as a top shareholder of the embattled shutter bank with a 37.5% stake. goldman sachs will pay 5.5 million dollars to settle allegations it failed to fully record and retain thousands of phone calls. the commodities futures trading commission says the bank lied on two separate external systems that failed occasionally in 2020 and at least one failed during

infosys are a huge company.ounded it in 1981, as i say, they've made billions. it's inevitable they're going to benefit from closer ties. probably the uk is , probably india is. and i also don't think rishi sunak is a you know, he has failed to declare he did recently fail to declare that she had an interest in a child care company that could possibly benefit from government child . but don't child care policy. but i don't think massively hiding think he's massively hiding anything. i think he's been pretty . he's had be he pretty open. he's had to be he was to be pretty open was forced to be pretty open about his wife's staggering wealth. you know, this is wealth. so, you know, this is i mean, front page of the observer sort of says it all. really? >> yeah. it's one of those >> yeah. yeah. it's one of those things, isn't it's a real things, isn't it? it's a real conflict of interest. it would be try to be hiding it away. >> tried to hiding it >> so tried to be hiding it away. and we want him there. we want of t

i should remember infosys. remember that from infosys. yeah, murthy, i mean yeah, but mrs. wardrobe it was wardrobe from what it was incredibly expensive. i mean, it's difficult being it's so difficult being a billionaire in the modern world, but he always looks, emma, to me , like it's the end of the summer term and his mum's waiting new uniform waiting to buy his new uniform from september. >> i have, you know, my son is seven like that by the time he got to july, every single year because you're looking and you're i'm not to you're going, i'm not going to buy new pair of trousers buy you a new pair of trousers till september. why does do it? >> definitely adds to the deputy head boy doesn't stick, doesn't it? mean, maybe he's doing it? um, i mean, maybe he's doing it? um, i mean, maybe he's doing it just because that's what he likes to wear. ankle grazes might make your leg look longer, but than ankle but these are more than ankle grazes. like capri pants. >> these are long bermuda shorts i >> -- >> cut him 5mm hum >> cut him off at the calf, makes him look like it's a l