ECNS: I'm Still A China Bull, But This ETF Is A Sell

Core Viewpoint - The article expresses a bullish sentiment towards China, highlighting the potential for investment opportunities despite prevailing negative perceptions in the market [1]. Group 1: Investment Philosophy - The investor adopts a global approach to identify undervalued companies that provide a significant margin of safety, leading to attractive dividend yields and returns [1]. - A focus is placed on companies with a solid earnings track record, particularly those trading at less than 8 times free cash flow, which reflects a disciplined investment strategy [1].