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Jakob's avatar

I have followed the Chinese banks from a distance for some time. I agree with you about them (for the most part) not not being componders… I would though add some of their valuatuations don't require them to be. But great read😄

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Dr Mark Chern's avatar

It is interesting how CMB is always part of those china-focused funds, along with kweichow moutai, amperex, etc. why CMB? 🤷🏻

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