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FLCH: Export Resilience And Cheap Valuations Underpin Our Still Bullish Stance
Seeking Alpha· 2025-12-10 22:27
FLCH is priced at a 27-30% discount to global stocks, while China's trade prowess (a mammoth $1 trillion trade surplus) highlights how well-entrenched Chinese goods and services are across the globe. Meanwhile further fiscal and monetary policy boosts in 2026 should abet the consumptionAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expre ...