The Great China Discount, What's Beneath The Hang Seng Index
Seeking Alpha·2025-10-27 11:28
The U.S. stock market looks overvalued based on a wide range of metrics, while the AI hype keeps inflating the bubble. Some hedge fund managers and economists are comparing the current setup to theCommon Sense. Patience. Real Value. I’m a value investor with a long-term focus on the technology and consumer discretionary sectors. I look for businesses with strong fundamentals, sustainable competitive advantages, and high long-term growth potential. My approach follows three simple rules: Only buy great busin ...