Oaktree's Howard Marks (Trades, Portfolio) thinks that Chinese stocks remain attractively valued. With all of the talk of a Chinese real estate bubble and weak Chinese economy, most investors wouldn't be looking to buy Chinese stocks.
I suppose that is why stocks are attractively priced.
With respect to his own firm Oaktree business has been excellent as its alternative asset offering is in high demand in a world where all fixed income alternatives are unattractive.
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