Contrarian Who Called China Tech Selloff Says It’s Not Over Yet
- Muehl became first to issue sell rating on China tech in July
- China tech stocks have shed more than 60% since 2021 peak
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Manuel Muehl told investors to sell Chinese technology stocks last summer when nearly all of his peers were saying buy.
Nine months and about a trillion dollars of lost market value later, the 30-year-old analyst at DZ Bank AG is warning of further pain ahead as China’s slowing economy and uncertain regulatory environment scare away global investors.