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.