Jaime Xiao calls the repricing of Chinese equities China Shock 2.0, and argues it is a valuation story rather than a trade story. Below, his comment and Kenan Machado’s launch of Asian Value Investor.
Jaime Xiao calls the repricing of Chinese equities China Shock 2.0, and argues it is a valuation story rather than a trade story. Below, his comment and Kenan Machado’s launch of Asian Value Investor.