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Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.
China Longyuan’s share price has seen a double-digit decline since we took profit on the stock, and the risk-reward is now looking more favorable. With share price down 30% over last month, the market has overreacted, in our view. Government subsidy policy is unlikely to be as dire as markets anticipate nor the impact on cashflow, in our view.
Knowledge is power.