We’ve been getting a lot of questions about China stocks of late.
As many of you already know – China stocks have been on a tear in 2025 (and I mean that in a good way).
Many China stocks have broken above 2024 highs, while certain stocks like Alibaba are up almost 60% since Jan 2025. (Source: Google Finance as of 11 March 2025)
The bull case for China, is that stock valuations are very cheap, and price in a very pessimistic macro outcome.
As long as the macro outcome is less pessimistic than what is priced in – this could mean upside.
And recent policy signals such as the public reappearance of Jack Ma, Xi Jinping meeting with top Tech entrepreneurs (including Jack Ma), and recent statements from policy makers – suggest that China regulators may be looking to turn the page and start focusing more on the economy going forward.
How to invest in China stocks while earning stable dividend yields?...