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Why China Remains A Value Trap For Investors (MCHI Analysis)
Seeking Alphaยท2025-08-20 13:15

Chinese equities are seeing some bullish momentum as of late, with the iShares MSCI China ETF (NASDAQ: MCHI ) returning ~27% Year-to-Date. Investors may wonder whether entering now could be a good idea, as sentiment on Chinese equities isI either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. T ...