Hannes (@ausgeklammert) on getquin

Hannes

@ausgeklammert

1Yr·

As China is weakening right now and the headlines of the news agencies also remain gloomy :

-Mirror

China: Weakening economy drives people to temples

-Handelsblatt

China: Dreary industrial data intensify economic worries

-FAZ

Companies pessimistic: Bleak

prospects for German business in China

-China: Economy disappoints

Hopes, big cities shrink

Additionally, the ETF is down -3.2% this year and as much as -11.58% on an annual cycle.

I have now started to build a small China position. Let's see, possibly I will create a savings plan to invest monthly as with the Core MSCI World. Whether it is crowned with success will be seen in the coming years, but my investment should still be anti-cyclical.

$XCHA (+0.19%)

The CSI300 is a broad Chinese stock index consisting of A-shares (these are real shares, as they can buy the mainland Chinese themselves).

$C500 (-0.62%)

Quasi the same ETF structure as the CSI300, but on Chinese MidCap stocks.

8 Comments

Tom@tom_finance

1Yr

I think that's good. China and America cannot be separated. In the long term I see potential, but who wants more security keeps away from China. I also have the CSL300 run, but in the long term only as a small position. The "SOS" I do not understand, each investment case is valid, what becomes of it can only bring the future.

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Cekay@CMustermann

1Yr

I am extremely skeptical about China. The political risk is simply too high for me to entrust my money to an inhuman, communist dictatorship. In addition, there is the sword of Damocles Taiwan, after the invasion of Ukraine, anything is possible. I have reduced my EMIMI share to 20, Chinese large investors in German companies make me a massive stomach ache. But no resistance is to be expected from our politics in the next few years.

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Barsten@Barsten

1Yr

If you expect more return than from a S&P500 or World ETF, go for it, if not invest in one of the others.

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Hildegaard@Hildegaard

1Yr

I believe in China, but was stronger in Japan. My Hangseng etf lyx013 is taken over by msci China Esg leaders extra next month, may be something. Otherwise, the problem was always that all ETFS had strong overweighting of individual stocks, but the Yanks have certainly eradicated that in parts.

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Dirty30@Dirty30

1Yr

Also have 24% China. Will go a lot the next few years.

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