Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?

The John Johnston Lounge · Nov 8, 2022 · 19m

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…