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ðŸ„ī🅇ðŸ„ēðŸ„·ðŸ„°ðŸ„―ðŸ„ķðŸ„ī
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ðŸ„ī🅇ðŸ„ēðŸ„·ðŸ„°ðŸ„―ðŸ„ķðŸ„ī
✱✱ #ėĪ‘ęĩ­ ęē―ė œ ëđ„ęī€ëĄ ė— 대한 반박ėīęģ  íŠđëģ„í•œ ë‚īėšĐė€ ė—†ë‹Ī.

1/ ėžë‹Ļ ėĪ‘ęĩ­ėī ė‹ļë‹Ī. #MSCI #China Fwd P/E는 10.8ë°°ė— ëķˆęģž. S&P500ė˜ 20ë°°ė˜ ė ˆë°˜. 가ėžĨ 큰 ëđ„ėĪ‘ė„ ė°Ļė§€í•˜ëŠ” 텐ė„žíŠļ 홀ë”ĐėŠĪė˜ ęē―ėš° 17.5ë°°. ë‹Ī만 ė‹žë°ëŠ” ėīėœ ę°€ ėžˆë‹Ī. (1) ëķ€ë™ė‚° ė‹œėžĨė˜ ëķ•ęīī가 ę·žëģļė ėļ ė•―ė ė„ 드럮냈ęģ , (2) ëŊļėĪ‘ 갈등ė€ ė„œë°Đ 툎ėžėžë“Īė„ ėŦ„ęēŒ 했ë‹Ī.

2/ #닮럮 가 ė •ė ė— ë‹Īë‹ĪëĨīęģ  ėžˆëŠ”데, 닮럮가 ė•―ė„ļëĨž ëģīėž 때, 항ėƒ ė‹ íĨė‹œėžĨė— 대한 ėœ ėž…ęģž 대ėķœė˜ ė„ ėˆœí™˜ėœžëĄœ ėž‘ėšĐ했ë‹Ī.

https://t.co/fcjPryJHCx

September 05, 2023 at 11:00PM
via https://twitter.com/procre8er/status/1699059877392646429
WSJ
Yes, There Is a Bull Case for Investing in China
Contrarians might have passed over China because of the constant flow of bad news. But the point of being a contrarian is to venture to places that others shun.
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