Decided to make a video for this post on Chinese tech stocks. Here’s the outline:
- Background – brief recap of the situation with Chinese Tech
- Reasons to buy – potential end of tech crackdown, support for foreign listings, China GDP target, valuations
- Risks to look out for – Russia-Ukraine war, zero Covid policy, delisting of US ADRs
- How to gain exposure – direct purchase, China ETFs
- My thoughts