FinVolution: A High-Risk, High-Reward Bet With Asymmetric Upside

Core Insights - The Chinese financial sector presents attractive investment opportunities, particularly in undervalued stocks like QFIN and XYF, appealing to value-focused investors [1] Group 1: Investment Strategy - The investment approach emphasizes fundamental research across various sectors, including chemicals, homebuilders, building materials, industrials, and metals & mining [1] - The preference is for stocks that are undervalued and have potential catalysts in the near future, with an investment horizon ranging from one quarter to two years [1] - The analyst has over three years of active investing experience, having worked as a buy-side analyst at a boutique research firm and family offices [1]