I still see extremely negative sentiment towards the China small-cap space, but I see a lot of concrete positives emerging:
YONG $50mm investment by MS AMCN $1mm CEO purchase CMED $800K CEO purchase CPGI $600K CEO purchase CAST stock buyback TRIT buying US company
There are others, such as NEP's buyback program, that I don't count because they don't represent concrete actions (you can't say for sure whether NEP will buy back any shares). I'm also not giving credit for go-private offers that aren't fully formed.
I think at some point, the market will start to add all this up and conclude that the overall risk premium the market is assigning to US-listed China stocks is way too high. JMHO
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