The US and China are getting along. Like actually getting along. The relationship between these two countries is on a better trajectory right now than at any point in history.
I have a personal portfolio that only includes ETF’s, separate from other accounts. Right now the majority are Chinese ETF’s. I’m betting on China as a whole. I think you’re dead on; we’ve been taught in America that China is the “enemy”, same with Russia, our whole lives. Besides all the big companies that everyone knows about, there are some real deep value gems in China right now.
I have a personal portfolio that only includes ETF’s, separate from other accounts. Right now the majority are Chinese ETF’s. I’m betting on China as a whole. I think you’re dead on; we’ve been taught in America that China is the “enemy”, same with Russia, our whole lives. Besides all the big companies that everyone knows about, there are some real deep value gems in China right now.
Chinese ADR stocks are rebounding strongly, an early sign of P/E Recovery in 2026?
The fools and the bias in the markets give Chinese investors opportunities. I've been in investing in China for 5 years now and I'll keep going
I see logic in your words.
Everyone including China should benefit if US/Israel succeeds in the ME.
Besides that, Latin America is becoming fully investable with Argentina, Venezuela and Cuba stabilization.
Don't forget that Russia and Ukraine are very close to reach a deal.
World is becoming more stable which is good for the investments.
Peace between Israel and Iran could only achieve when Iran posseses nuclear weapon.
After world war two, Chinese achieves real peace from external threats after successfully developing and possessing nuclear weapon.
Pakistan is a Muslim country, Israel dares not bomb Pakistan because she has nuclear bombs.
Spot on.
"Biases create mispricings though, and mispricings create opportunities."
I am not sure that I would make a bet on your thesis, but I am sure that I would not bet against it.