Just a short post today.
Fully agree. I think Chinese equities are in consolidation/accumulation phase, and might have another strong leg up if the macro picture remains favorable.
Do you have any thoughts on Miniso?
I agree. However you’ve not provided why other than it’s traded below market and it’s due a reversion.
Where’s the data, macro analysis etc.
This was more of a quick thought piece. I’ve got deeper dives on Alibaba and China broadly in my prior posts if you want the full thesis with data.
KWEB?
Fully agree. I think Chinese equities are in consolidation/accumulation phase, and might have another strong leg up if the macro picture remains favorable.
Do you have any thoughts on Miniso?
I agree. However you’ve not provided why other than it’s traded below market and it’s due a reversion.
Where’s the data, macro analysis etc.
This was more of a quick thought piece. I’ve got deeper dives on Alibaba and China broadly in my prior posts if you want the full thesis with data.
KWEB?