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China A: Vivek Viswanathan on investing in China "A" shares with Tobias Carlisle on The Acquirers Podcast

The Acquirers Podcast

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What's the Difference Between Value and Other Signals?

The value factor is booked to market or price te book. But clearly there are other factors that have done much better in the states. Tand glogily. You should have a prefaced my question a little iefer before when you referred to it. Ye, so you don't work, for what it's worth, an i think,. i think it e porter stevens, very old, a paper, two thousand, two thousand two, something like that. A what they showed was that a value and a variety of other signals worked bettera industry neutral. And indeed, that is true in chinas, w right? So.

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