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Podcast: The John Johnston Lounge
Episode: Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
Description: 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:3690Timestamps:00:00 Intro01:27 China "uninvestable" or buying opportunity?02:11 Xi Jinping's Common Prosperity and the market04:20 China vs U.S. market value ratios<...