No. of Recommendations: 7
Sure, I've been reading Howard Marks over the last few years and reviewing the Oaktree Portfolio. They currently have JD and PDD (ADRs) and also BABA up until recently.
His pro China stance, views on seeking diversification away from the US and obsession with risk management, convinced me China exposure and attractive valuations are worth it, bot for everyone but worth it for me.
Whilst the discussion on this forum is looking at diversification away from the US into UK equities like Greggs l, my preference is China.
