1Yr·

Do you invest in Chinese stocks?


Hello stockbrokers,


recently, anti-China sentiment is spreading again and again.


-> Be it companies, which withdraw from China withdraw.

-> Third term of Xi Jinping (power for life)

-> Zero Covid Policy

-> Forecasts: Mid-Term America (Republicans are ahead -> Anti China sentiment).


As a result, many investors have cut their China positions and I have also often read here on getquin that shareholders will shift MSCI EM and no longer invest in China.


My opinion:

I have been explicitly buying Chinese stocks over the last month and I see an extreme amount of potential in the long term.

In addition, Xi Jinping wants to become the largest world power and for this, strong companies are needed.

Finally, it can be seen that there is a dependence on China in the West and this tends to be expanded.


Today's Q&A: Do you invest in Chinese companies? (Yes/No and why)


#aktien
#china
#investieren
#etf
#aktie
#dividende
#dividenden
#finanzen



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39 Comments

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1. communist system with pseudo capitalist features where I can only trade via Hong Kong or a Cayman ADR and the state can intervene as it wishes. 2. China is expected to be replaced by India in 2023 as the most populous country, in addition shrinking middle class and real estate bubble like Evergrande still not off the table. 3. tensions with USA/Taiwan Apple is already moving on to India The red fire-breathing dragon is rather a coughing lizard https://www.instagram.com/p/Ckk0ogooh6A/?igshid=YmMyMTA2M2Y= https://www.instagram.com/p/CSMqNjmMi1d/?igshid=YmMyMTA2M2Y=
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You can definitely invest in China, but you have to be aware of the very high (especially political) risk. I think the best thing would be to buy only in Hong Kong and H-shares to at least avoid the risk that the Americans block the Adrs. In my opinion, it does not always have to be the old familiar stocks like Alibaba, which are kept small anyway. Personally, I am currently only invested in the Bank of China.
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Sure! But in the long term about the EM IMI 😉
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Quickly worn off.
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I have Alibaba and Tencent in the portfolio 🤔 Almost 50 percent down 🤔
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Since 1 year a clear no. Not even about an EM
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No, not anymore.
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No, too stressful and I do not want to support.
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Was in with China Water. As an ADR, however, that is currently too hot for me with regard to possible Taiwan intervention. Otherwise only in the ETF MSCI China. For country diversification.
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I would only enter China via a broad ETF. That's too risky for me. We have seen how quickly it happened with Russia. In no time at all, nothing was tradable here. So a small part via EM ETF is enough for me here.

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