2023-06-12
Hard to imagine a moment with more negative sentiment on Chinese stocks. In many ways the concerns are absolutely valid. My sense is that a lot of it is priced in though. Fear more what you don't know. 1/3 [image]
Financial Times
As US-China geopolitical tensions rise, foreign investors sell stock in Bilibili, Alibaba, Tencent, and other Chinese tech companies and reduce startup funding
Financial Times : Tweets: @martijnrasser , @hiddenvaluegems , @nglinsman , and @jnordvig Tweets: Martijn Rasser / @martijnrasser : “China is getting cancelled and the economy is a...