Real-economy stocks are on the rise in the US, as investors veer away from the tech megacaps. The Dow Jones and Russell 2000 made solid gains overnight. We saw a stellar performance in the Hang Seng yesterday, the best in months, as its megacap stocks report. And ASX is rebounding this morning as Origin leads fresh company reports taking away CBA's sting yesterday.
Stocks mentioned include Tencent, Alibaba, NetEase, China Telecom, JD.com, Geely Auto, CommBank, Suncorp, Westpac, Origin Energy, Telstra, Cisco
