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I discuss how Chinese tech stocks such as Alibaba, Tencent, Pinduoduo, and the China Internet ETF KWEB are up hugely over the past few months. Why is this big rally happening now, and can it be sustained?
Stocks mentioned: KWEB, BABA, HKG 0700, PDD
Related episodes:
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
https://youtu.be/qfrjfIEx1vw
Mohnish Pabrai: Why I Switched from Alibaba to Tencent
https://youtu.be/v27JsHlgPZU
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.