Munger disciple Li Lu calls Chinese stocks undervalued amid US-China tensions

Li Lu, founder of Himalaya Capital, publicly stated that Chinese equities offer better opportunities than at other times, a notable endorsement from a prominent value investor. The comment comes as China and Hong Kong markets diverge from US markets amid geopolitical tensions and the AI race. This signals potential investor sentiment shift toward Chinese assets, though it remains an opinion rather than a market-moving event.