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Anyone have an extra 60k Bonvoy points to sell?
Next up? A "kneeling tax." Amiright?
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HNST has a bit of work to do. That’s all.
Stocks to buy today? Any recommendations?
Why is everything tanking
What shorts are folks doing right now? How long?
Workday or Twilio stocks as a long term play?
Are we all dumping mRNA?
What Chinese company is changing the world? What makes you think China is a good investment. They replicate, never innovate. Innovation drives growth and makes money. Not replication.
Read Kai Fu Lee. Don't be arrogant. Sitting on silicon valley dont judge others. How would some scrappy entrepreneur in some impoverished African village build a silicon valley style startup? He does it first by copying and using that to build skills, 'people, skill,, knowhow and experience' capital. Next phase is something like wechat that has no precedent even in silicon valley. Chinese are enterprising and hard working- 996.
Buy a little now and a little lower and a little lower. You will make money over 10 years if that’s truly your time horizon
No.
Demographics are a huge issue in China. They’re also facing aging populations in their customer countries (OECD nations) and rising competition from other middle income nations seeking to benefit from a reorganization of global supply chains that de-emphasizes China. Never mind the growing ESG pressure on China.
And China isn’t just inflicting short term pain. They’re completely rewriting the rule book in entire industries.
At the moment it’s un-investable.
Be greedy when others are fearful. I still think it’s worth a bite over the long term. It’s in the US and Chinas best interest to come to some reasonable agreement on these issues. Comparing the Ed space to tech isn’t apples to apples. They want to be the dominate EV manufacturer and they know tech is the way to gain international influence.
Chief
China going to run hard starting mid 2022. Be greedy y’all
Based on your question, you clearly don’t understand how the Chinese stock market (not its economy) operates at all and the government’s degree of stock market manipulation and control. STAY OUT.
We’ll be at war with China in 10 years or less if they continue on their trajectory. Hunger for resource control a driving factor. So yea I’m not investing
I'm also worried about fraudulent financials from Chinese companies. Obviously we can't stereotype all Chinese companies, but it's incredibly difficult for retail investors to do that type of due diligence to find the ones that are trustworthy vs. the ones that are not.
I'd suggest watching the China Hustle, or there's several articles about the topic such as:
https://finance.yahoo.com/news/one-theme-popping-among-chinese-154155487.html
Look at their education sector. One day ccp wants to change, they will kill the entire sector.
30% of my portfolio is in baba. Bought at $160. I’ll cash out in 10 years.
You missed the boat. The Chinese boom happened 2000-2008. Fun fact: the rich spent most of their Bush tax cuts on investing in China instead of America
Time to rewatch American Factory
Don’t invest based on macro
Is there’s a China-Taiwan war and Taiwan won then ….? Of course if CCP won, we’re screwed in the semiconductor sphere.