China's Contrarian Trade Is Finally Working — Here's Why | KWEB

China's Contrarian Trade Is Finally Working — Here's Why | KWEB

From Lead-Lag Live by Michael A. Gayed, CFA

May 27, 2026 · 25 min

About this episode

This episode discusses the successful contrarian trade in China and the implications of KWEB.

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People in this episode

Host: Michael A. Gayed, CFA

Topics covered

  • China
  • investing
  • contrarian trade
  • KWEB
  • market analysis

Keywords

  • China
  • KWEB
  • contrarian trade
  • investing
  • market analysis

Sponsors

The Lead-Lag Report

Mentioned in this episode

Organizations: The Lead-Lag Report, Substack

Products: KWEB

Places: China

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