Foreign investors have been dumping Chinese stocks on fears the Chinese Government’s recent policy changes will unwind the country’s two decades of economic successes. Experienced China investors took advantage of the selloff to accumulate positions in both Tencent and...
Last month, Holon wrote a note arguing that investors had misinterpreted the Chinese regulator’s recent policy announcement that sent shares plummeting. Many fund managers are now dumping their Chinese holdings, declaring the country too risky. We believe that this...
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