AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min snip
Talk Your Book: Finding a Bottom in China
Animal Spirits Podcast
Recognizing the Compelling Investment Opportunity in Chinese A-Shares
The world is starting to acknowledge the attractiveness of investing in A-shares in the Chinese mainland market. These companies are inexpensive, growing rapidly, and have undervalued stock prices. Historical data shows that there have been numerous two-year periods where significant returns were earned in certain Chinese stocks like K-web. Interestingly, the valuations of these stocks before rallying and doubling in value were higher than the current levels. This presents a highly appealing entry point for investors. Despite past poor performance and negative sentiment towards Chinese investments, market observers and professional investors can no longer overlook the strong fundamentals and low valuations, indicating a potential turnaround. Chinese ETFs accessible to US investors have indicated a bottoming in January, serving as a promising starting point for those considering investment in the Chinese market.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode