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Chinese stocks an undervalued opportunity, says Charlie Munger disciple

Chinese stocks an undervalued opportunity, says Charlie Munger disciple
South China Morning Post Tuesday 13 October 2026, 01:00 UTC By Zhu Wenqian 1 min read
Key Points

Shares in Chinese companies present better opportunities today than at other times, a disciple of legendary investor Charlie Munger said in a rare reflection on the world’s second-largest economy amid tensions with the US and the ongoing artificial intelligence race. The comments by Li Lu, Chinese-American founder and chairman of Seattle-based value investment firm Himalaya Capital, came amid divergence between the markets on opposite sides of the Pacific. While stock markets in China and...

Shares in Chinese companies present better opportunities today than at other times, a disciple of legendary investor Charlie Munger said in a rare reflection on the world’s second-largest economy amid tensions with the US and the ongoing artificial intelligence race. The comments by Li Lu, Chinese-American founder and chairman of Seattle-based value investment firm Himalaya Capital, came amid divergence between the markets on opposite sides of the Pacific. While stock markets in China and Hong...
Chinese (ORG) Charlie Munger (PERSON) US (LOCATION) Li Lu (PERSON) Chinese-American (ORG) Seattle (LOCATION) Himalaya Capital (ORG) Pacific (LOCATION) China (LOCATION) Hong (LOCATION)
Originally published by South China Morning Post Read original →

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