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Jason Hsu dives into the Chinese equity market, highlighting the potential for onshore Chinese stocks. Topics include the real estate market dynamics, China's push to move up the value chain, and the affordability of Chinese stocks. Regulatory scrutiny on tech, the banking system's resilience, and the impact of the Japanese real estate bust are also discussed.
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- Chinese stocks offer growth potential over well-known overseas companies.
- Government actively manages high leverage in Chinese real estate sector.
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Investment Strategy Based on Chinese Market Screening
China has a specific approach to screening out problematic companies in its market using a quantum mental investment framework. By focusing on quality, valuation, sentiment, and native companies, the strategy aims to identify growing cash flow opportunities at a discount. This approach stands out in China's market and has been effective in screening out unreliable companies.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode