Is China investible?

Taiwan is obviously investible. It depends what are you expectations from this trade.

Just need to understand why Taiwan hasn’t performed historically and what just happened in Jan (around elections) And its more of a macro call so need to completely understand the geopolitics that matter.

Also, if the trade requires me to study macros i would always want to pivot towards a deep value buy vs a momentum buy. So just me. Thus i find China a SIP trade where i don’t expect anything to happen in coming 3Y. Dud money for 3Y at least. Will see what is the IRR after 3-5Y for china. Not tracking PnL for the china trade.