We Study Billionaires - The Investor’s Podcast Network cover image

TIP384: Evergrande, Alibaba, and the Collapse w/ David Stein

We Study Billionaires - The Investor’s Podcast Network

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Intro

This chapter analyzes the declining state of Chinese tech stocks and compares their valuations to historical standards. It evaluates key metrics to determine if Chinese stocks are undervalued or overpriced, concluding that they are not currently a bargain compared to US stocks.

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