中秋节，港股爆发了，每逢佳节倍思涨。在昨天这个与传媒老行尊Peter Lewis的这个播客里，我讨论了最近的经济数据，以及现在市场最大的弱点并非媒体渲染的中国经济放缓，而港股、中概科技反而是最显著的逆向价值投资机会 —— 如果你可以忍受巨幅波动的话。我的专访从35分20秒开始。
It’s Mid-Autumn Festival! HK stocks rise to the occasion to celebrate this important day for Chinese family reunion. Full moon is a sign of harvest.
In this podcast yesterday with Peter Lewis, we discussed recent weakness in the Chinese economy, and the weakest link in the market right now is not the negative press headlines about China.
Instead, every major economy will be feeling the chill from a Chinese slowdown soon. HK and Chinese tech ADRs are indeed one of the most significant value plays for contrarians —— if you have the stomach for volatility.
Our one-on-one discussion starts from 35:20.
月饼节快乐。
苹果博客链接：
网页链接
It’s Mid-Autumn Festival! HK stocks rise to the occasion to celebrate this important day for Chinese family reunion. Full moon is a sign of harvest.
In this podcast yesterday with Peter Lewis, we discussed recent weakness in the Chinese economy, and the weakest link in the market right now is not the negative press headlines about China.
Instead, every major economy will be feeling the chill from a Chinese slowdown soon. HK and Chinese tech ADRs are indeed one of the most significant value plays for contrarians —— if you have the stomach for volatility.
Our one-on-one discussion starts from 35:20.
月饼节快乐。
苹果博客链接：
网页链接
