ฝัง
- เผยแพร่เมื่อ 22 ธ.ค. 2023
- These are all the reasons I am finally done with investing in China stocks.
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Stock Investing & Trading insights by Adam Khoo will show you profitable trading and investment opportunities in today's stock markets.
These are essential strategies for stock traders and investors who want to improve their investment and trading performance.
Adam Khoo is a professional stock investor and options trader and the best-selling author of 16 books including 'Winning the Game of Stocks" and "Profit from the Panic". Thousands of students have profited from his sharp investment insights into the world of stock market investing and trading.
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Adam just called the bottom in Chinese Tech stocks
Well said lol. He wanna demo what's buy high sell low maybe.
Really? Remember honesty.
or it could be dead money for the next few years
There are better uses of capital than to fight the CCP
Your comment aged pretty well
You have proved once again you're not full of s**t and willing to admit when you've made a mistake. This is part of the reason why you're the only financial person I follow and listen to!
TOTALLY!
This is one of the few videos from Adam I disagree with. Chinese stocks are at extreme lows and everyone is calling China "uninvestable". This has been going on for years now to the point where even someone like Adam is exhausted and decided to get out of China. So, where are the sellers now? There are none. In this kind of sentiment, research and time has shown over and over again that as soon as there is even a slight shift in sentiment, this kind of undervalued sector, or market in this case, will start going up like crazy because it's so oversold. Research has also shown time and time again, investing in oversold, undervalued stocks such as Chinese stocks now, have shown outsized gains. I recently doubled down on Chinese stocks. Makes up 10% of my portfolio now. The risk to reward ratio at this point is too attractive, and no bet in the stock market is without risk. In poker terms, there's no way I would fold my hand on odds such as this. I might lose, but that's the name of the game.
suggest we should take a look at the top 50 hedge funds in the world and see if they have any Chinese stocks in the portfolio. Without these fund's capital, the China institutional funds and retail investments are not able to drive the market up.
As soon as one factors in China regulatory premium, Chinese stocks are not attractive at all.
Don't invest in communist countries. How's McDonald's doing in Russia?
@@blurryking7497 micheal Burry has just bought JD e BABA
China has insanely bad sentiment with America. And for that reason yes, value investing would determine that sentiment is temporary. But two huge reasons I agree with Adam are
1: Alibaba has had a lot of issues with China, these issues were often resolved due to China understanding that for the moment, Alibaba, helped with the economy of China. But with these restrictions on Tencent, another powerhouse of Chinese economy, it begs to wonder if China still feels the same way.
2:Alibaba doesn't have the enormous moat it once had, TikTok, is now on the rise with e-commerce. If you have ever opened TikTok you will realize that they are a competitor you do not want to have.
I did EXACTLY the same. Sold my Tencent shares and bought Nike
It is just a matter of time before the Chinese Market turns positive again. 5 years of overall bear market won’t continue forever. Soon it is time to load the boat. You know if anyone; “when others are fearful …” BUT buy the right and sustainable stock that the government will support the next 10+ years. Merry Christmas 🎄
Appreciate you being truthful and owning your actions.
Thank you,Adam!
You are doing such a good job teaching us all this stuff!
U have been rational and right about most things. Thanks for your honest opinion. I will stay put but not add to china positions (much)... merry Christmas
Invest in China needs patience. The problem is my patience is wearing off. I am done with China as well. Adam, it’s courageous of you to admit your mistake and exit. I have hesitated too long and your action has awaken me to take action too.
I have long exited Chinese stocks in 2021 August, for a lost of ~10-15% of my portfolio, for the same reason mentioned in the video by Adam. After CCP hammered tech, education and properties and introduced its "common prosperity" goal in Aug 2021, I already felt the risk and no longer willing to park my hard-earned money in China stocks. The government has suffered big financial lost after implementing its "zero covid" policy, and it has been finding means of digging money from its people, of course then the lucrative businesses are its best channel to squeeze the money it needs to ensure it can continue to uphold political power.
And to add on, I am unwilling to hold any Hong Kong currency, isn't it obvious that CCP is doing all it can to shift the effect of HK market to Sheng Zhen, Shang Hai and Bei Jing? It will rather kill Hong Kong to losing its political power... to CCP Hong Kong is just a (rebellious) city among the many in the country. Mark my words, I believe HK currency will be replaced by RMB in one day. That's also the ultimate aim of CCP as they want to hammer down the significant of the HK and shift all its beauty to other cities where people are more "obeying".
Never invest in communist countries
After saying for two years the risks of ccp policy ( nothing to do with china), it is sorrowful that adam khoo finally recongnized the said risk
He accepted the risk by keeping it low sized in his portfolio. The valuation was too good I guess to keep them all out.
Want to get out of China stock, but also want to wait until BABA goes $200 or 3x before selling.. Very clear message and train of thoughts! 😂😂🤣🤣
not sure who will buy BABA when it goes to $200
I agree on the risk factor but I respectfully disagree that it could fundamentally damage Tencent's business. After diving deep into the fundametals of the business itself I see a very well diversified business with strong wide moat & currently undervalued about 60% based on a 10 year DCF valuation.
Great video!! I have been invested in BABA since 2020 and hope for a bounce. I realized that the China market isn't going anywhere and was looking for a way out. I just purchased shares at $73.50 which lowers my cost basis to around $100 where it should be my way out...without losing too much. It's so sad because the China market looked to appealing for making a good profit.
Totally agreeing with your thoughs, I was already thinking of selling my chinese stocks and assume the losses but wasn´t sure but now i know that in the long run it´s the best to do because we can have liquidity capital to invest in something better. Thank you for share the wisdom with us. Must success!!
Thanks, Adam. Humility is very important in trading. Otherwise, people will be stuck with losers and miss opportunities. Really appreciate this and that's why I hold you in high regard.
Adam i had lost lot of money in 2022 in BABA,BIDU since I had stayed away from China market ! Good decision ! Always love your opinion and you are very good teacher too ! 🙏🙏🙏
Thanks Adam for your videos! Appreciate the candor. Learned a lot from you
I was into Chinese stock then I saw things going south with China then I bailed out and never come back. When I saw Adams video that he stick to it, while he is my mentor, I stick to my analysis and glad I did. As Adam said, as human, you will make mistake, just keep it small, then move on. If you can't sleep if your stock keep going down, that means the size is too big.
Yeaaa! Tencent rebounding. Manage to shake off weak handed and fearful minded when market fearful. Sometime being a women is better to be a man to follow the market emotional😁
Thanks Adam for sharing your frank opinion
The intrinsic value of Tencent is tencent.
😂😂😂
Hi Adam, been watching your videos for a while & was really waiting when you will throw in the towel. Appreciate your candor. But your overall portfolio is up which is most important. What about SG stock? Any views & opportunities pls. Thanks
Total capitulation are the best moment to buy stocks. China stocks will continue to win a lot of money, my strategy is seat in stocks with good dividends, and wait for the sentiment change. I do not care to wait 5-10 years, Sell china stocks that i will buy. I DON`T CARE ABOUT ALPHA, CHEAPER MULTIPLE E LOWEST PRICE ITS THE MOST IMPORTANT
what? you are still applying western investment methodologies onto chinese equities? good luck dying.
I admire you are so brave.
You dont need to be right everytime to make money, admit that you are wrong is okay.
Thanks Adam for sharing your thoughts on this video. I have been RSP the 2801 (IShares Core MSCI China) for some time (currently - 12% return) Notably, this etf is tencent heavy. I'm thinking whether I should stop the RSP on this ETF. Any thoughts?
This is the time to go heavy into Chinese stocks. January is the best month of the year. Tax loss selling behind after 27th December and new Q for rotation. Best R/R at this time.
I would probably do the same move, the country itself subject to CPP iron grips meaning the head will put enterprises on chopping board for the sake of 'wealth sharing' to balance the book. They will let u thrive, then when times is up harvest your fruits even if its means forcefully.
Who bought the anti-Adam-ETF at the bottom?
My gut feeling is telling me 2024 is the year for china. This is just to shake out the weak hands, and then leave everyone in the dust.
Dont forget 2024 is also the year of dragon for Chinese.
Agree….be greedy when other are fearful even ang mo funds are secretly accumulating Chinese shares while bad mouthing them to make price cheaper :-)
@@TobyCHW6788 thats what they said since 2019 and looks how it turns out
Elucidating with the Singaporean brand of standards! I learn a lot from Adam!
Hi Adam do you agree that US investment funds flows overall determine the direction of the Chinese markets rather than economic factors or business fundamentals. Do you think the US is on a permanent path to discrediting China or will they ease up their stance over time and have funds flow back to the Chinese economy
US now is calling China ADVERSIRY, go figure.
I too would like to know Adams take on this question.
It seem to me the United States has said unless china backs off conflicts with Taiwan the west will cut china out of the global economy. China’s only friends will be Russia and N. Korea. Yikes ! The CCP should be worried.
Honesty, with oneself makes a good investor. And also good risk management. That's what Adam portrays here. Thanks for sharing Adam Khoo.
It's time to buy Chinese stocks die hard China trader just capitulated he just marked a bottom for me everyone very bearish I was waiting for this thanks Adam
It's an autoccratic country. They can suddenly do something to which pulls money out of stocks, but if they're worried about the stock market, they can just as quickly do something to inject liquidity into the market. I've bought into the Hang Seng as it's near recent lows and I'm not throwing in the towel just yet.
What Intrigued me about watching this video was the common shareholding in Tencent, which no longer is common ☹This is the first time I listened to you and it didn't take me long to praise your work. I will try to watch your videos and learn from them.
Love from Pakistan!
Thanks, Adam 👏 Good job admitting that you were wrong. That's not a weakness. Honestly telling you, not bullshitting, when you were pro China I was telling myself that I don't trust Chinese government, so I always stayed clear.
It's all good, though. Keep up the good work. Thanks for sharing. Appreciate you very much.
luckily I made a judgement call last year to divest more than 70% of my China holdings and invest it into VOO. Sometimes, we gonna take the loss like a man and move on.
Will hold BABA forever!!
Why? It keep dropping
As adam dump tencents and bought Nike. But nike has 15% of china martket of which ccp might cap of buying usa sport wears ? Nike dropped 10% on 21th after good earning report might due to 2024 risk of unpredicable ccp polic, assuming insiders might know something than forigners like singaporeans
@Adam Khoo Are you trading HSY or PFE? I may have to move my TCEHY--> PFE & HSY
I love this video of all previous ones. Because usually people only show the good result for the sake of marketing. Showing us the downside of investment is a great teaching, at least it will not mislead people that investment is all about winning. They need to be prepared to take losses no matter how good was his analysis.
Being able to admit your mistakes is important.
Cred where Cred is due👍
The mistake is that he have not done enough due diligence in Chinese stocks, there is nothing new in Gaming restriction policies that are reviewed periodically...
He simply "capitulated on the news", another mistake in my opinion.
Adam, great info. as always. Thank you for sharing your insights and your kindness. Would you please do a video on your predictions about how the S&P500 and the Nasdaq will be for 2024. I appreciate and thank you in advance
I am same boat with you, and luckily just about 10% for whole China market, so it didn't impact much on my portfolio. I'm planning to get out of China market slowly when it bounce back a little bit. Patient is limited and their economic growth are lower than expectation.
sir pleas what is the wedsite that i can download curency stranth meter.
respect you Adam! But two things i would disagree: (1) it might not be the best time to sell tencent now, if you believe baba will rebound, then it will be similar for tencent; (2) what Chinese gov did is neither pro-business nor pro-people, it is barely pro-party. Remember that a staggering business atmosphere will eventually hurt the people.
Thank you Adam for your thoughts and confirming my opinion on my tencent and China investments.
great video Adam, such a shock that you are selling out of China. great honest opinion
Hi Adam, what tool do you use to get the metrics for Ibkr trades?
Gracias! y feliz navidad!
I like you Adam. When you did good say good.. when bad say bad. Respect!
Glad that u admitted ur mistake. Was skeptical when 3 years ago adam posted a video on how undervalued is baba based on calculation. Sadly valuation is just a theoretical calculation. Sold off all my baba over 100 with huge loss, and felt was the best decision
just shows u nothing is guaranteed in the stock market……valuation, technical analysis, etc…….nothing guaranteed
The lessons to learn is to avoid sectors where the garman see as undesirable such as gaming and tuition. However there are sectors where the garmen encourages such as semiconductors, AI and EV. There are also other factors dampening China stocks, mainly short sellers and anti-China propaganda. The China stocks that will do very well is Nio.
Who is still stubborn as to bag hold more China stocks?
For every seller, there is a buyer. I'm not a buyer yet
While the share price of most of these companies is kept artificially low Alibaba is buying back there own shares at such ridiculous prices which ultimately benefits the shareholders. I can understand favouring US companies over Chinese ones, but switching now might prove to be a disastrous decision. However this also depends on how much one is concentrated on China.
I will take your decision as a sign that it is good time now to invest in China stocks
Thank you for sharing
What do you think about undervalued small Dutch food companies like FFARM.AS and ACOMO.AS. These look like a great value now also giving a high dividend. In the case of FFARM.AS 8.47% and ACOMO.AS 6.89% dividend yield.
What did you do with the proceeds from tencent?
dont sweat it. appreciate your total honesty. diverisfy.
Thanks to Adam for the wonderful video again, I heard you talked a bit about Nike, still good to hold as an investment?
Thanks for sharing
Very honest sharing by AK
You know what...after you sold. Sometime, sui sui the Tencent may up 100-250% 2024/25. Yet I agree with you US market is pro-biz and better choice for long run. However, diversify in different market/countries is also diversification especially for next 10-20 years (US debt 32 trillions & US dollar supremacy falling).
Thanks for good free advice as always! Not only a clever trader but more importantly a nice guy!😊
Adam is a very patient investor, and even for patient investors the CCP has worn out its welcome. Merry X-Mas & thanks for your updates!
so true... 3 years of bear market on an undervalued stocks, with no improvement in its macro conditions (regulations) ...
He only had around 7 - 8% of his whole portafolio with CCP stocks.
And he keep saying before this video, that CCP stocks were good to buy, because he had " friends " in CCP country with reliable info ( Adam dont believe in Communism Behaviour ). But for me, I am seeing the video of CCP stocks buy or sell as an entertainment, because since 2017 Umbrella movement in HK and the start of trade war by Trump and now with Biden a new Cold War Era against CCP and Putlher Russia has already started, so I dont think CCP stocks ( HK stock included ) are good to buy. The Biden Administration already revoke HK special status, so HK passaport it will be like a CCP passaport with lots of restrictions when applying US visa. Next US president, I think will cut the Link Exchange Rate between HK dollar and USD. And bye bye HK. Taiwan TWSE index recently beat Hong Kong HSI index.
Do you invest indian stock market ?
Insightful!
Thank you.
Thanks for sharing! Merry Christmas!🎉
I guess the TenCent case will make the likelihood of other Chinese tech stocks bouncing soon, quite low.
Sir please what is your website???
❤Adam Khoo
Well if BABA goes up to your intrinsic value of $204 next year I will fly down to Singapore to thank you in person and I will become a life time member of your UIP stock/Option trading 😂
So, baba can or can’t?
Do you look at Indian markets ?
As usual you’re amazing.
Funny coincidence on Friday I sold my China large cap etc (IQQC), bought some Nike shares as well and put the rest into an emerging markets etf (IQQE) with only 27% China stake :-)
Hi Adam just want to confirm - so have you sold or waiting for baba 200? Seems kinda contradictory
Adam Both CSI 300 and Hang Seng are coming to a very important trendline on the Monthly chart. You mention to be Greedy when others are fearful, what are your thoughts? India is expensive in comparison, but if China sell the T bills and pump it into their stock market it could rally?
I only buy into high dividend ETF and Stock but still a lost this year for China HK shares....China and US are in a big finance war and it look to me that China is trying to avoid financial crisis by de-prioritize Stock Market weighting so it won't be impacted by External influence. Really not sure when the war will be ended but probably not in the next few years.
Thanks adam. How about your disney stocks?
Hi, I found your videos really helpful, unlike others who do a job like a sales person .... you seem more realisitic and genuine ....Thank you :)
Adam Khoo,what about stocks that are down as a result of Ex-divident date?
Adam is the first person I turned to when I started to invest. His courses taught me a lot but since then I’ve moved to other markets. Therefore I want to give back to the some of the knowledge I have gained following his principles. The S&P has gone nowhere since the 70tees when you take inflation in to account. Only two sectors have actually grown exponentially. Those are technology and Crypto. I know Adam is not so fun of crypto but with his experience his should look into it. Ex: some of the main assets are up tremendously ytd-BTC ~160%,Eth~90% & Sol ~1000%. Another stock Adam doesn’t like is TESLA. That’s is a sleeping giant and IT IS NOT JUST A CAR COMPANY. I come from Cuba and just like china I would not invest in anything that has to do with control and manipulation.
It's like when a family has 2 kids. I am pretty sure that one is receiving more love than the other. In this case one of the kid(citizen) is & will always get priority than the other(business share holder).
Thanks Adam!
I'm just getting excited to buy Chinese stocks again now.
Me too! I'm looking at them now that my US stocks are a bit overpriced.. it would be funny if Chinese stocks rise after this video haha
Better pray XJP meets his Grim Reaper earlier for your CN stocks to moon. Which really doesn't look likely for another 10+years.
Baba can?
thnx from the Netherlands
I remember once China stocks was 15% of Adam's portfolio. Now it is under 4%, it is so painful.
I think he never averaged down aggressively on them, so that’s good for him
Maybe it's the same amount of stocks just that the stock shrinked in value
Master Leong keeps asking people to load more CN stocks 😂😂😂. In Adam, we trust !
GG Master Leong and Chi Keng 😂😂
Master Leong, that guy is a joke. I saw one of his TH-cam video where he talked about stock market while he digging his nose with his finger. In another short video he even said that Tesla Stock will go down to $20 and mark his words if Tesla stock not crash down to that price he would quit TH-cam.
MASTER LEONG HUAT AH!
Man needs to show his 2M gains to publicly admit he was wrong heheh
Nothing against you, Adam, saying in general..
I have learnt a lot from you. N regularly watch. Yours is one of the remaining few genuine channels left on TH-cam
I appreciate this video!
6% of my portfolio are in China stocks and I also wanted to throw everything away too. Just gotta emotionally eat in the loss and reinvest into US to cover back
Adam, you were the best teacher in this world & thanks for your shared CVNA stock…
Actually, I don't think this round of crackdown is a new round, it's just an extension of the previous round. They already said they would do this the last time round, just that now they have all the finer details out.
@adamkho why would you sell China stocks at double bottom?
I m holding some Bank of China stocks. It's been quite cyclical, but their dividend are quite attractive. My feeling is that conventional industries in China is like elder sisters who are daddy's favourites. N tech stocks are like younger sisters who are always rebels n challenging their father's limit 😅
Salaam Adam Sir 😇
You are among them who speaks truth and teaches us the FACT and you are so much HONEST.
I enjoy your videos and believe in your HONESTY.
Mya Allah provide us the true guidance. #aameen
Thanks but also Please sir do analysis for SEA ltd. We have been requesting it for past so many months.
On 24th dec, Adam switched his tencents for Nike. As of 4th jan. Nike dropped from avg 110 to 102. Nike dropped likely due to its 15% revenue market from china which same region as Tencents of which adam sold in dec . The same region with same political and policy risks that adam was mentioned ,namely: Unpredictable.
Conclusion : likely adam might switch again..😂