Zortix
Sign in
SECTOR ETFFXIKWEBBULLISHCore thesis · 5/5

No single ticker was named. China ETFs are one way for retail investors to get exposure. Not a recommendation.

Hong Kong and Japan as cheap, neglected markets

The guest made a relative value case for Hong Kong and Japanese equities, arguing they are cheap, offer good dividends, and are benefiting from corporate governance improvements (Japan) and proximity to Chinese tech (Hong Kong), despite negative macro narratives.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Hong Kong and Japan as cheap, neglected markets · Zortix