Die (@dieaktionaere) on getquin

Today we will not be talking about a single stock, but about an entire country: China. 🇨🇳

Here and there panic is spreading again, but to be honest I am totally relaxed. Of course, there is a political risk in China - but that is nothing new and the shares are also more favorably valued in direct comparison to counterparts from the USA. 👍🏼

In addition, one must also ask the question: What is in the interest of the Chinese government? This certainly includes power, but above all it also includes the fact that China is expanding globally and will take on the role of market leader in all areas in the future. That's why I'm confident that sooner or later the government will always seek reconciliation with the companies. You just have to show that you are the boss in the country. 😂

All Chinese stocks are therefore on my watchlist right now - what about you? 😎

Leon@AllesBaba

3Yr

I see it exactly the same way. Many of those who say "politics is too dangerous for me" have never dealt with it. The step with the "nationalization" of the education companies is a good one. The government has lost some control, which it is currently taking back. But they certainly don't have any interest in weakening their own big tech.

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Benjamin Schliebener@InvestierenmitBen

Good point! I find it difficult to estimate what the real impact of the regulations on sales and profits at Tencent and Co. will be in the end. For me, however, such a risk of a weaker business performance due to regulation is already priced in at a P/E ratio of a good 20 and therefore not a problem 😊.

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