Is it time to buy China?

Discussion in 'Sharemarket News & Market Analysis' started by No_Limits, 7th Sep, 2021.

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  1. No_Limits

    No_Limits Well-Known Member

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    S&P500 has gone to the stratosphere. Meanwhile MSCI China is back where it was in 2018 having fallen 30% on the crackdown.

    Is it time to buy China?

    upload_2021-9-7_20-45-34.png
     
    No_Limits, 7th Sep, 2021
    #1
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  2. Zenith Chaos

    Zenith Chaos Well-Known Member

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    This depends on your level of trust of China's governance and transparency.
     
    Zenith Chaos, 20th Sep, 2021
    #2
  3. DanW

    DanW Well-Known Member

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    If you follow Lyn Alden's analysis, she believes yes now & that any of these issues have been priced in. Buying at the bottom of the cycle etc..
    But I'm not so sure about how secure the holdings are because of foreign ownership issues and if they will crack down and make that even worse - especially if US/China and AU/China relationship continues on the downward trend.

    I hold small amount of VAE which has Chinese exposure.

    An interesting read: Money Stuff: Owning Chinese Companies Is Complicated
     
    DanW, 20th Sep, 2021
    #3
  4. spoon

    spoon Well-Known Member

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    Wait until they sorted out Evergrande.
     
    spoon, 20th Sep, 2021
    #4
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  5. Chris21

    Chris21 Well-Known Member

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    I would not buy china in US but only in Hong kong
     
    Chris21, 13th Oct, 2021
    #5
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  6. Mulianto

    Mulianto ~~

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    Yep, buying Alibaba HK listed. It is really cheap, accumulate at this level
     
    Mulianto, 13th Oct, 2021
    #6
  7. Veech

    Veech Well-Known Member

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    How to buy HK listed stocks for au resident, pointers/app recommendations are appreciated
     
    Veech, 14th Oct, 2021
    #7
  8. Mulianto

    Mulianto ~~

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    For me stock trading is not my main investment. For overseas stocks I just use CFD provider like IG Australia, they charge only 2% above fed rate on leverage. I can leverage up to 95% for big cap stocks, Pro level 2

    But trade with care…
     
    Last edited: 15th Oct, 2021
    Mulianto, 14th Oct, 2021
    #8
  9. Veech

    Veech Well-Known Member

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    Thank you @Mulianto
     
    Veech, 14th Oct, 2021
    #9
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  10. KinG3o0o

    KinG3o0o Well-Known Member

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    technically alibaba is not a "public" company anymore.

    if u in aus, stake is probalbly the most straight forward,

    they are others like e toro and charles schwab,

    i use charles, but minumum to start is 25k usd, zero brokerage. and if u ask nicely, you have access to pre and post market, + options.
     
    KinG3o0o, 14th Oct, 2021
    #10
  11. Mulianto

    Mulianto ~~

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    I see charity as paying higher taxes while cementing their top position. And their growth potential is too enormous to be ignored.
     
    Mulianto, 15th Oct, 2021
    #11
  12. Redwing

    Redwing Well-Known Member

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    Hundreds protest against corruption in central China

    'The banks are breaking the law': Chinese protesters demanding frozen millions dragged away by security
     
    Redwing, 11th Jul, 2022
    #12
  13. Tofubiscuit

    Tofubiscuit Well-Known Member

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    Read that a bunch of greedy depositors was chasing high yield deposit product with some hick town rural banks.

    These hick town rural banks then farmed the funds to high rate off balance sheet lenders. Then these same people go and protest to the Central Bank, Peoples Bank of China. Because you know, banks are all the same.
     
    Tofubiscuit, 11th Jul, 2022
    #13