Coping With Geopolitical Uncertainty
For me, it seems like investing in US traded Chinese companies is a way of minimizing geopolitical risk as China will be a place not impacted too severely by potential conflict in Ukraine. Values are good too.
Do worry about Taiwan but the reality is if there were severe dislocations or war there world wide trade flows would collapse and production in manufactured trade goods come to a virtual halt. If I sincerely thought PRC was going to invade I would sell everything.
As of today biggest positions are $Lufax(LU.US$ , $Ceragon(CRNT.US$ , $OneConnect Financial Technology(OCFT.US$ , $LexinFintech(LX.US$ , $DiDi Global (Delisted)(DIDI.US$ and a very poorly run telecom named $Telephone and Data Systems(TDS.US$
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