Sven Carlin remains cautious on JD.com, citing structural risks and a personal policy of avoiding Chinese investments.
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China - From Uninvestable, to Great BUY !?!?!
Mar 2, 2026
Sven Carlin discusses the recent rally in Chinese equities, warning that despite the hype around AI and DeepSeek, the structural risks of the Chinese market remain a significant deterrent for him.
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