The China WashoutChinese technology stocks remain caught between deteriorating sentiment and historically cheap valuations. Liquidity continues to leave the sector, volatility is rising and fundamentals remain under pressure. Yet with positioning extremely bearish and several technical indicators approaching historic extremes, the contrarian case is starting to build.Under siege
The China Washout
Alibaba has never been this oversold. RSI just hit 16.6. The question is no longer whether sentiment is bad. It's whether it's too bad.










