Congrats on your overweight investment and returns on China. Can you please clarify why you are so heavily invested in China even though you believe that their economy still has a ways to go in terms of sustainable recovery? Thanks
On a separate note, I think the question to ask is “Is China investable or tradable or both or neither now?”. Cheers!
Good point. Free to invest and also free to be wrong or have bad timing.
Great article. I didn’t realize his fund is a family office now. That makes sense
Congrats on your overweight investment and returns on China. Can you please clarify why you are so heavily invested in China even though you believe that their economy still has a ways to go in terms of sustainable recovery? Thanks
On a separate note, I think the question to ask is “Is China investable or tradable or both or neither now?”. Cheers!
Nongfu Spring!
https://heraldofthehudson.substack.com/p/nongfu-spring-co-ltd