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The Investment Case for Chinese Stocks

The Investment Case for Chinese Stocks

Triggers and chances for a reversal as well as upside potential

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Value Investigator
Jan 28, 2024
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The Investment Case for Chinese Stocks
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Summary

  • Chinese stocks have drastically underperformed global peers in recent years.

  • The bottom may finally be in as Chinese policymakers decisively address the problem.

  • I added to my China exposure on recent announcements at “dirt-cheap” valuations.

Depressing Sentiment Around Chinese Stocks

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