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Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
Chai with Pabrai
How to Invest in China
I think China is, for me, I think it's a difficult place to invest. We still have a tiny amount of Alibaba left,. which is a mistake, but in effect, it's an investment in Tencent. There are no $30, $40 trillion market cap businesses anywhere on the planet. They cap out at about 5% of that currently. You may do okay on it, if I find something better, I would switch it. That's when you are.
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