Tuesday, December 24, 2024

Talk Your Book: Buy Low, Sell High in China

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Today's Talk Your Book is brought to you by KraneShares:

See here for more information on KraneSahres suite of ETFs for China exposure


On today’s show, we discuss:

  • Why China does not represent a larger share of global market cap relative to GDP

  • Where most Chinese citizens are investing

  • What the catalyst could be to get investors excited about China

  • Monetary policy adjustments in China

  • China internet valuations

  • Thinking about asset allocation and career risk with China

  • How the fundamentals look in China

  • Where the bottom is for Chinese equities

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Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.  Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. 

The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.



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