Controversial Take: I WANT Jim Cramer to Stay Bearish on China #ContrarianInvesting #China

Hinzugefügt: 2026-06-03

[00:00:00]I'm going to say something that might sound strange. I genuinely hope Jim Cramer stays bearish on China for a little while longer, and I mean that.

[00:00:06]Here is my honest reasoning. Every single day that Cramer is negative on Chinese stocks, retail sentiment stays low, prices stay compressed, and I get to keep buying at a discount. I need him to be wrong for just a little bit longer, because here is what happens when he comes around. When CNBC eventually runs the China comeback special with the bullish graphics and the excited analysts and the montage of charts going up, that is when the easy money is over. That is when I will be selling my shares to his viewers who finally felt safe enough to buy.

[00:00:35]Right now, we are in the accumulation phase.

[00:00:39]MSCI China at 49% below the S&P 500, BYD outselling Tesla with a fraction of the market cap, institutional money quietly increasing China allocation, Cramer still skeptical. The window is still open. This is not permanent. The narrative will turn. The valuation gap will narrow. The question is simply which side of that trade you are on when it happens. See what I am accumulating right now while nobody's watching at investinchinastocks.com, link in the bio.