Australian (ASX) Stock Market Forum

End of the China bull?

Jump to new
This Virus thing could have been prevented!



Dr Forced to sign this document months ago saying everything was OK and declare that he would not be spreading 'more rumors' (the truth) -

EQIeFDoXUAMHxdS?format=jpg&name=medium.jpg
 
notting said:
This Virus thing could have been prevented!



Dr Forced to sign this document months ago saying everything was OK and declare that he would not be spreading 'more rumors' (the truth) -

EQIeFDoXUAMHxdS?format=jpg&name=medium.jpg
Click to expand...

Notting, no it could not have been prevented by releasing information
It could actually have been worse in a democracy as people would have escaped and spread the virus further faster
It might be not PC to say that but i think China because of its endless tracking and control as well as mega industrial power under the direct orders of the CCP, is the best place on earth to try to control the virus
Imagine the same elsewhere in the west
People complaining about cockroach in the quarantine center..FFS
But you may see your dream fullfilled as the Chinese economy will take a heavy hammering
 
Have a look at the information in this thread and the dates I was posting it. Go back as far as you like.
Still think I'm a bit crazy?
I was trying to help the country.
Now this -
www.aspistrategist.org.au

China threatens Australia with missile attack | The Strategist

In the face of an increasing torrent of abuse from Beijing, Canberra should seek a much clearer commitment from Washington that its United States ally will retaliate if China launches a missile attack against Australia. ...
www.aspistrategist.org.au www.aspistrategist.org.au
 
Thinking about laying down a lump of the hard earned stuff on an ETF, maybe Chinese only, or anything just broadly Asian always has massive Chinese (especially tech stock) element.

Too much of my portfolio in cash so very little upside potential. I simply can't go long term on apparently overheated markets with non-super capital. That being said I've not touched my superannuation settings since early 2009 and will never veer from their Aus and USA focus; it's axiomatic. To my simple nature crypto and NFTs shouldn't even be a thing, so definitely must allow for being wrong the big western stock markets seem toppy. For all I know we might see S&P 500 hit 10,000 before it sees another proper 30+% crash.

Anyone else seeing fit to have some long term stake in the Chinese arena? Many unknowns of course; who even knows if under serious tensions with the US if American ETFs holding Chinese stocks would remain viable. If nationalisation of a stock happens would the owners get anything back?
 
now i THINK China is consolidating and probably has been hard at it , ever since this virus distraction ( just like Russia , moved even faster towards self-reliance and self-sufficiency )

now a couple of years ago i bought some ASIA , and a little later EAI , but then i think India is a super power of the future , and China although becoming powerful , will face hurdles from the fading empires ( US and EU )

one nation i don't have explicit exposure to and wished i could ( at the right price ) is Korea ( which i would hope would unify in my lifetime , but probably won't )
 
StockyGuy said:
Thinking about laying down a lump of the hard earned stuff on an ETF, maybe Chinese only, or anything just broadly Asian always has massive Chinese (especially tech stock) element.

Too much of my portfolio in cash so very little upside potential. I simply can't go long term on apparently overheated markets with non-super capital. That being said I've not touched my superannuation settings since early 2009 and will never veer from their Aus and USA focus; it's axiomatic. To my simple nature crypto and NFTs shouldn't even be a thing, so definitely must allow for being wrong the big western stock markets seem toppy. For all I know we might see S&P 500 hit 10,000 before it sees another proper 30+% crash.

Anyone else seeing fit to have some long term stake in the Chinese arena? Many unknowns of course; who even knows if under serious tensions with the US if American ETFs holding Chinese stocks would remain viable. If nationalisation of a stock happens would the owners get anything back?
Click to expand...
My view and not advice on this:
I actually moved bear on China stocks for a few months and cashed my profit.
China is big,and will be bigger but our access to the Chinese stock market is at best limited. And i mean even via NYSE.
The big players there are subject to both US and China governments pressure/manipulation...as just recently shown ,with 0 surprise from me, for Tencent Alibaba etc..i do stay away.China will become more and more powerful but it could be hard to pinpoint a winner chosen by bj, and allowing westerners to gain from it
One area of interest is the yuan....
I bet it will go stronger and stronger,got much more gold backup and a strong economy not affected by Reset and other covid scam,
They will actually benefit from...
I own a Yuan etf on US market.
I also see Russian economy as a winner,both secondary winner to China but also direct winner of the western economic suicide: providing energy and food to the world from former western markets.
There is a russian ETF i am invested in in the NYSE.
Will also benefit from the fall of USD and collapse of American power.
I agree with @divs4ever about India but am not in. i should and happy to know of relevant etfs
Lastly, do not neglect Asia
From Thailand, Vietnam to even Laos, Cambodia. Riding China wave with educated population and room to grow. Hope it helps
 
And please do not forget a black swan not that unexpected like Taiwan takeover.Trump is gone, it is now a given.
military or smooth, that is the only question....
 
Cheers, fellas. I'm especially sizing up VAE - Vanguard FTSE Asia ex Japan Shares Index ETF. Lowish Management fee at 0.40% p.a. - low for this exotic type of thing. It's very heavy China tech stuff, as expected. That Taiwan black swan would have ta hurt lol - given its #1 shareholding is currently Taiwan Semiconductor Manufacturing Co. Ltd.
 
Can't find the right thread for this, so.....
Texan fund manager Kyle Bass had this to say about China.( Having stopped investing, there in 2,009 )
" Why would you invest in China given all the risks? There's no rule of law, no fiduciary duty towards investors, and no appropriate level of auditing for their companies."
Another Texan, Muddy Waters Research founder, Carson Block adds " China is rule by law, not rule of law. Its numbers are not trustworthy and...nothing about China is trustworthy."
 
Flights cancelled, schools closed as China fights new Covid outbreak

timesofindia.indiatimes.com

China Coronavirus News: Flights cancelled, schools closed as China fights new Covid outbreak | World News - Times of India

China News: Authorities in China cancelled hundreds of flights, closed schools and ramped up mass testing on Thursday to try and stamp out a new Covid-19 outbreak
timesofindia.indiatimes.com timesofindia.indiatimes.com

might be worth keeping a track of

my interest will mostly be on coal prices , i hold WHC ( 'free-carried ' ) NHC , S32 and BHP although from memory Mongolia has a bit of iron as well

DYOR
 
Smurf1976 said:
What's the logic in doing this?

$155 million plus the resource use and environmental impacts of all that concrete, steel and so on.

Could they not be fixed or completed?
Click to expand...
Exactly what I thought, there is a lot of global warming, putting that up, taking it down and cleaning up the mess.
It would only hit the headlines, if it happened in Australia. ?
 

Similar threads

frugal.rock
End of the China Bull? Part 2.
2 3
Replies
51
Views
6K
qldfrog
qldfrog
R
Illusions of The Stock Market
2
Replies
26
Views
6K
RickyY
R
Glen48
Why common sense stops you from getting the good jobs
Replies
0
Views
3K
Glen48
Glen48
T
The China Bubble
Replies
18
Views
5K
divs4ever
divs4ever
M
Economic tremors in the West reach China
Replies
4
Views
3K
J.B.Nimble
J.B.Nimble
Top