I’ve been frothing over Chinese stocks for the last few years wondering how valuations could stay so cheap. Not just the big names like BABA, TCEHY, NTES, BIDU, and JD, but smaller names with massive upside like QFIN, FINZ, JFIN, ZTO, ATAT, and XYF. I’m slowly accumulating several positions, building them up while they’re undervalued. Most pay a dividend and whatever I’ve accumulated will pay off nicely when the market catches up.
So you're implying that once US funds move into Chinese investments, the top for US such is in? What % of their holdings would that need be, in your projection? Thanks.
Not necessarily for all sectors, but if liquidity leaves the U.S. it leaves from one sector and the global U.S. market so somehow it'll impact it yeah.
I honestly cannot say... But it is already happening imo when you see the behaviour of chinese equities.
I’ve been frothing over Chinese stocks for the last few years wondering how valuations could stay so cheap. Not just the big names like BABA, TCEHY, NTES, BIDU, and JD, but smaller names with massive upside like QFIN, FINZ, JFIN, ZTO, ATAT, and XYF. I’m slowly accumulating several positions, building them up while they’re undervalued. Most pay a dividend and whatever I’ve accumulated will pay off nicely when the market catches up.
Hopefully it'll catch up soon now! Only tech is moving in China but eventually others will follow
I accumulate over time so I have no problem being patient
So you're implying that once US funds move into Chinese investments, the top for US such is in? What % of their holdings would that need be, in your projection? Thanks.
Not necessarily for all sectors, but if liquidity leaves the U.S. it leaves from one sector and the global U.S. market so somehow it'll impact it yeah.
I honestly cannot say... But it is already happening imo when you see the behaviour of chinese equities.