Kevin Duffy makes the bull case for Chinese equities

The bull case for China is simple: it’s cheap, hated and on course to become the dominant economy on the planet.  Even the bears will concede the first two points.  But China’s economic future, contrary to a cacophony of negative narratives, makes the 2021-24 equity bear market the mother of all fat pitches, a generational buying opportunity.

~ Kevin Duffy, "Bull in the China Shop," The Coffee Can Portfolio, December 20, 2024