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Strategies & Market Trends : Burryology

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To: Sean Collett who wrote (31)	5/25/2024 5:59:58 PM
From: Harshu Vyas	of 39

I also was tempted by China a few months back, but think it's madness. It's only because US valuations are stretched that we consider China. If US companies and Chinese companies were priced the same, it'd be a no-brainer. China is crumbling whereas the US is going through an AI boom and this is the only reason (to me) why US investors are getting sucked in. It's buy the dip mentality and, frankly, I think it's reckless. What do we, as outsiders, know about China? We just have to take their word as gospel! The political risk in China is real and growth is limited. Few developed countries will allow Chinese companies into their boarders - compared to US companies that are global (Apple is the best example). As for me, I'm looking at countries like India, Japan and the UK outside of the US.

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