Is China a bargain right now?
The Chinese stock market is below where it was in 2019. Is this a warning or a bargain?
Unhedged · Financial Times & Pushkin Industries
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Show Notes
The CSI 300, which tracks the largest publicly traded companies in China, just fell to pre-pandemic lows, despite aggressive attempts by President Xi Jinping to prop up the market. The drags on equities include slowing growth, a crisis in the property market and notable geopolitical tensions. Today on the show, we try to figure out if this is the beginning of a long-term crisis or a historic buying opportunity. Also, we go long trades by Bill Gross and Bill Ackman and short getting hit by vans.
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Read a transcript of this episode on FT.com
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