a good start to try something new is to get urself vested, similar to paying gym membership to get motivation for exercising. Just allocate a tiny small amount to china etf, its at fair value now, agree w CK the downside risks r not as bad as buying into overvalued markets
Go and work in Shanghai/ Shenzhen/ Beijing for at least 5 years and mix around, then you have some understanding of the mechanism of China evolving economy and her social-political managing system. Social media is the wrong place to get an " in depth" knowledge. Do not invest without first hand knowledge and experience particularly for China Market (due to lots of what I called media noises)
Liquidity floodgates opening can create a bubble-like condition in the market. But it's still surprising that the index of a major world economy can produce a chart pattern similar to some memecoins. Not saying China is a meme economy, of coz.
I don't think there is circuit breaker in HKEX. You have no access to the China stock Exchange to be worried about the circuit breaker in the China Exchange.
Imagine if the government wants to revive the economy. Which are the sector will they start on. For example, they are now trying to stabilise the housing market. What are the complementary trades that it will revive. While doing that, what are the other industries they will try to improve on. Catch one that has a good track record, and you will easily make a 35 per cent per annum. However, I normally wait for corrections. Only "H" shares, though. The only caveat here is whether the U.S. market surprise 4:39
China is historically thematic. From the time of agriculture, industrial to the present semiconductors rivalry. From 2008 China First Tractor, Bluechem, Mengniu then when economy turned better and people starts making money, Tong Ren Tan , discretionaries stocks then after the fall Electronics and mobile related came about like Semiconductors Hua Hong , SMIC then Tencent, Mei Tuan going into the present and the future etc . Follow the directions of the government. When they say they want to develop the East whack in the East and when the government say the East is already done and now they are going West, whack all into West. Do not be singalen by trying to do differently. These time, they were so blatant. They have never done this before. I am sure they have something up their sleeves, which I have a hunch, but I better not be as blatant 😂 There are so very many cheap stocks that can easily baggers. So much that you won't know where to start. They are laggards . . . Best of luck
According to SCMP news article: Chinese travellers and tourists spent 700.82 billion yuan during the just-ended holiday week - a 7.9 per cent increase from the same period in pre-pandemic 2019 So 700billion RMB spent by assumed 700 million chinese in 10 days long holidays period equals to 100 rmb per day per person! some kind of stimulus 😊
Jai Hind. There will be no firing of the bazooka but Xi would expect the economy to slowly recover. According to reports filtering out from China, property agents who had been swatting flies for the past 2 years cannot cater to the volume of enquiries from home occupiers who are dipping their toes back into the Property market.
For insights to the China/HK market, I think this youtuber is quite good th-cam.com/video/MSbsPqEYZNc/w-d-xo.html Although we can argue that there's a conspiracy slant to her view that those markets are to a large extent manipulated by the 国家队，chinese state funds and for HK market, by big trading funds, which is not good for retail investors. But she does sound very familiar with how the banks/markets work in China as she used to work there. Would like to hear your reactions/views.
@@neojinchuan There's another youtuber with the same views, but in English th-cam.com/video/XKbgkRPY6Ww/w-d-xo.html After watching this and experiencing the recent HK stocks, I think I'm gg to get out when I can.
People take profits run road liao that is very normal what Those ka ka buy after the announcements, made big money Those No Ball to buy missed the rally & this is what this video about Season traders don't talk like you guys LOL
@@BoonTee Today's market is for TRADERS not INVESTORS! VALUE INVESTORS - you can never make good money at this stage 1. Expensive stocks like DBS or US stocks you buy, you sure tio stuck 2. Cheap stocks like China you got no ball to buy low 3. REITS - can die any time
Dun FOMO. When it is cheap, u dun buy then why buy when it is going up oni to see it comes down later? Stock market doesn't go up in a straight line.
Agree with chikeng, this is a start of recovering China economy + revaluation of Chinese companies. I’m 70% in China.
China is interesting from a valuation pt of view.
Its funny how china stocks are still on the sewer now. Dont think this rally workout
Retail investors buying but insiders cash out.
a good start to try something new is to get urself vested, similar to paying gym membership to get motivation for exercising. Just allocate a tiny small amount to china etf, its at fair value now, agree w CK the downside risks r not as bad as buying into overvalued markets
Go and work in Shanghai/ Shenzhen/ Beijing for at least 5 years and mix around, then you have some understanding of the mechanism of China evolving economy and her social-political managing system. Social media is the wrong place to get an " in depth" knowledge. Do not invest without first hand knowledge and experience particularly for China Market (due to lots of what I called media noises)
I worked in a few countries and i still do not understand their economy.
Very well said CK. And thanks all the pod holder team for this interesting episode 👍 😀
Liquidity floodgates opening can create a bubble-like condition in the market. But it's still surprising that the index of a major world economy can produce a chart pattern similar to some memecoins. Not saying China is a meme economy, of coz.
Eric is giving sound advise. Don't FOMO especially if you have so little conviction or even knowledge about the Chinese market.
Always 💯
Always look back at their historical charts. Get your hand on those which gives at least 15 years.
I don't think there is circuit breaker in HKEX. You have no access to the China stock Exchange to be worried about the circuit breaker in the China Exchange.
Imagine if the government wants to revive the economy. Which are the sector will they start on. For example, they are now trying to stabilise the housing market. What are the complementary trades that it will revive. While doing that, what are the other industries they will try to improve on. Catch one that has a good track record, and you will easily make a 35 per cent per annum. However, I normally wait for corrections. Only "H" shares, though. The only caveat here is whether the U.S. market surprise 4:39
I rather buy leveraged S&P 500. At least I won't get trapped forever.
Be fearful when everyone is greedy, be greedy when everyone is fearful.
This holds true ONLY for the us market.
China is historically thematic. From the time of agriculture, industrial to the present semiconductors rivalry. From 2008 China First Tractor, Bluechem, Mengniu then when economy turned better and people starts making money, Tong Ren Tan , discretionaries stocks then after the fall Electronics and mobile related came about like Semiconductors Hua Hong , SMIC then Tencent, Mei Tuan going into the present and the future etc . Follow the directions of the government. When they say they want to develop the East whack in the East and when the government say the East is already done and now they are going West, whack all into West. Do not be singalen by trying to do differently. These time, they were so blatant. They have never done this before. I am sure they have something up their sleeves, which I have a hunch, but I better not be as blatant 😂 There are so very many cheap stocks that can easily baggers. So much that you won't know where to start. They are laggards . . . Best of luck
According to SCMP news article:
Chinese travellers and tourists spent 700.82 billion yuan during the just-ended holiday week - a 7.9 per cent increase from the same period in pre-pandemic 2019
So 700billion RMB spent by assumed 700 million chinese in 10 days long holidays period equals to 100 rmb per day per person! some kind of stimulus 😊
I read from a US media China tourists spent less.
Jai Hind. There will be no firing of the bazooka but Xi would expect the economy to slowly recover. According to reports filtering out from China, property agents who had been swatting flies for the past 2 years cannot cater to the volume of enquiries from home occupiers who are dipping their toes back into the Property market.
Be fearful when others is greedy. Big crash in A share is coming follow by HK. Institutions will be taking profits this weekend. Be careful
FRiday 18 Oct 2024 - HSI rallied more than 800 points - YOU MISSED THE RALLY AGAIN?? LOL
For insights to the China/HK market, I think this youtuber is quite good th-cam.com/video/MSbsPqEYZNc/w-d-xo.html Although we can argue that there's a conspiracy slant to her view that those markets are to a large extent manipulated by the 国家队，chinese state funds and for HK market, by big trading funds, which is not good for retail investors. But she does sound very familiar with how the banks/markets work in China as she used to work there. Would like to hear your reactions/views.
i follow her too... she is v knowledgeable.. just delete the "sell" buttons.. makes the whole process easier LOL
@@neojinchuan There's another youtuber with the same views, but in English
th-cam.com/video/XKbgkRPY6Ww/w-d-xo.html
After watching this and experiencing the recent HK stocks, I think I'm gg to get out when I can.
People take profits run road liao that is very normal what
Those ka ka buy after the announcements, made big money
Those No Ball to buy missed the rally & this is what this video about
Season traders don't talk like you guys LOL
You're right! We definitely don't talk like "seasoned traders"!
@@BoonTee Today's market is for TRADERS not INVESTORS!
VALUE INVESTORS - you can never make good money at this stage
1. Expensive stocks like DBS or US stocks you buy, you sure tio stuck
2. Cheap stocks like China you got no ball to buy low
3. REITS - can die any time