EPISODE · Nov 8, 2022 · 19 MIN
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
from The John Johnston Lounge · host John Johnston
In this episode I look at some of the pros and cons of investing in Chinese stocks in the current market environment, given valuations have dropped so much, and there is a great deal of pessimism and uncertainly around. Is the Chinese market now "uninvestable" as some analysts have been saying, or could it be a historic long-term value opportunity? Stocks mentioned: BABA, PDD, JD, NIO, BIDU, HXC, KWEB, MPNGY, HKG:3690 Timestamps: 00:00 Intro 01:27 China "uninvestable" or buying opportunity? 02:11 Xi Jinping's Common Prosperity and the market 04:20 China vs U.S. market value ratios 06:10 Popular China stocks update 08:26 Uninvestable often means future multibagger returns 11:37 Investing at the time of maximum pessimism 13:14 Some China positives 14:42 Charlie Munger's views on investing in China 16:31 Summing up and potential catalysts Related episode: Alibaba Stock Crash Continues! BABA Stock Update & Review https://youtu.be/6UjgARFWx3U Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
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