Tech giant NTES is a leading Chinese content and commerce company to name a few strings to its bow, the company reported strongly in the 3rd quarter last year and yet again its all-around regulatory concerns from Beijing. We like the stock believing it’s cheap trading around 20x Est earnings for 2022, similar to previous names we like NSET leaving room to average into another dip under $US90 & $US80.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Monday 12th May – Dow down -119pts, SPI up +16pts
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MM is bullish NTES around $US95
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Monday 12th May – Dow down -119pts, SPI up +16pts
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