China is about to support growth and begin easing monetary policy. China will do this as much of the western word is tightening policy in an attempt to control inflation. So many of the listed Chinese stocks have been absolutely destroyed over the past year. While I am very concerned about investing in china from a regulatory and fraud perspective, I wonder if this is a potential generational buying opportunity. If it is a buying opportunity, what wins? Do the tech stocks win as they won in the US in the immediate post-covid aftermath? (that was supported by very easy monetary policy). Is there opportunity in some of these property developers who are in very precarious spots? If you want to buy Evergrande, do you buy $EGRNF or $EGRNY?
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