Put simply, the geopolitical discount on Chinese equities right now is significantly overblown. Even though some discount is definitely warranted due to long-term growth risks related to macro-geopolitical containment, and the potential for a weaker domestic Chinese economy as a result, the likelihood ofOliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual retur ...