b*r
3 楼
ok, that means either
1) Morgan Stanley did a good job to manage its fund. CAF is way better
than A share in general.
or
2) US investors have no confidence in CAF last year and oversold it a lot.
So CAF actually bottomed out way before A shares. A share is still
on the way down.
【在 B**********r 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: about 1% below NAV
1) Morgan Stanley did a good job to manage its fund. CAF is way better
than A share in general.
or
2) US investors have no confidence in CAF last year and oversold it a lot.
So CAF actually bottomed out way before A shares. A share is still
on the way down.
【在 B**********r 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: about 1% below NAV
r*m
4 楼
about same now. at the very bottom, CAF could be "overvalue" to its NAV.
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