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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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Is Momentum the Over Reaction or the Reaction to Under Reaction?

Is momentum the over reaction itself, or is it the response to under reaction? That's such a fascinating aspect of momentum, right? Is little thethe under reaction and a little bit of the a correction to the under reaction over react. It's an interesting idea. I'm not sot what necessarily drives my menson, but i would have thought that if you had a market that was are as heavily concentrated in retail,  and retail tends to be more sort of chasing performance, ye see that being reasonably pronounced. You know, if anything, itd be the other way around. But thesatis, that's such a fastining question.

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