Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of Shrewdsmith | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search Shrewdsmith
Shrewd'm.com Merry shrewd investors
Best Of Shrewdsmith | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search Shrewdsmith


Halls of Shrewd'm / Shrewdsmith
Unthreaded | Threaded | Whole Thread (19) |
Author: Blackswanny   😊 😞
Number: of 265 
Subject: Re: PDD
Date: 05/11/25 4:40 AM
Post New | Post Reply | Report Post | Recommend It!
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.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (19) |


Announcements
Shrewdsmith FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Shrewdsmith | Best Of | Favourites & Replies | All Boards | Followed Shrewds