A Check On Commodities, Markets, The Economy
Bloomberg Intelligence
00:00
Investing in Chinese Technology Stocks
We think that the market, generally speaking, is fairly valued to overvalued. When you look at financials and energy, we would argue those are grossly overvalued. So it's more of a a play of moving towards defence when there's not a lot of investment opportunities. That's what we're doing across our poor fellows, is, broadly speaking, moving up in quality, moving more defensive, just tho kind of weather this growt storm.
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