One of the trends taking place in my portfolio is an increased weighting in China's technology sector.
Amid the trade-driven pessimism over China, clamp down on digital assets and increased control over online content China's economy is trading at a blatant valuation discount to the U.S.
Within the last few months the BAT stocks Baidu BIDU, Alibaba BABA and Tencent TCEHY have been among the biggest losers.
The recent arrest of JD CEO Richard Liu has caused JD stocks to tumble further relative to its e-commerce peers and is now almost 50% off its 52-week high. I view this as a risk-reward profile that is heavily tilted in favor of the bull.
All indicators explained on the graph.
Amid the trade-driven pessimism over China, clamp down on digital assets and increased control over online content China's economy is trading at a blatant valuation discount to the U.S.
Within the last few months the BAT stocks Baidu BIDU, Alibaba BABA and Tencent TCEHY have been among the biggest losers.
The recent arrest of JD CEO Richard Liu has caused JD stocks to tumble further relative to its e-commerce peers and is now almost 50% off its 52-week high. I view this as a risk-reward profile that is heavily tilted in favor of the bull.
All indicators explained on the graph.
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Aviso legal
As informações e publicações não devem ser e não constituem conselhos ou recomendações financeiras, de investimento, de negociação ou de qualquer outro tipo, fornecidas ou endossadas pela TradingView. Leia mais em Termos de uso.