CXSE: China Exposure Without The State-Owned Drag
Seeking Alpha·2025-11-11 22:01
The China trade remains dynamic for a number of reasons. Bulls believe in robust growth and innovation, including the ongoing hype of artificial intelligence. Bears could provide various arguments as to why the PRC is too riskyCommon 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 simp ...