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by JKCalhoun 295 days ago
So, too late now, you're saying. I read overvalued, soon to crash…

Perhaps we should be buying up Yuan…

1 comments

Chinese equities have actually been great performers recently (off of a base of ultra-pessimism), but that's mostly the onshore market, not the ADR paper you can buy in the west.

Buying the yuan on the other hand is directly taking a stance against CCP state controlled currency policy. A less advisable and knowable bet.

Then invest in Chinese airlines, banks...