2Yr·

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

39 Comments

Enrique@Dividenden_Monteur

2Yr

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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NiMe@NiMe

2Yr

@Der_Dividenden_Monteur Without wanting to attack your opinion, on point 1 I would rather say that it would be a capitalist system with pseudo-communist features.

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Enrique@Dividenden_Monteur

2Yr

@NiMe yes you can call it like that 😅

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Inan@TheRealInan

2Yr

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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Aktienfox@Aktienfox

2Yr

@TheRealInan I agree with you about the risks, of course! Thanks for your comment

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Spürnase@InspektorDerrick

2Yr

Sure! But in the long term about the EM IMI 😉

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Aktienfox@Aktienfox

2Yr

@InspektorDerrick all clear

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NiMe@NiMe

2Yr

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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Aktienfox@Aktienfox

2Yr

@NiMe do you think the Taiwan intervention will really happen?

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NiMe@NiMe

2Yr

@Aktienfoxx mmh hard to say. just didn't want the eu to ban me from trading ADRs from competitor countries again (like Gazprom ADRs at the moment). Then rather sold now at a profit.

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Aktienfox@Aktienfox

2Yr

@NiMe ok, thanks for your view, the danger is definitely there

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CashDividendGamer@CashDividendGamer

2Yr

Quickly worn off.

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Aktienfox@Aktienfox

2Yr

@CashDividendGamer for what reasons with you?

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CashDividendGamer@CashDividendGamer

2Yr

@Aktienfoxx Well, when I started investing independently on the stock market in 2020, I was touted Alibaba by acquaintances. Chinese Amazon blablabla. I had reservations about China, but hey, you just do it. Yes, long story short: bad investment and rather listened to my gut. A few other small investments in China that I have already reduced at the right time. Basically, the only investment I still give in China is through the ETF EM IMI and that gets with me only small sums.

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Aktienfox@Aktienfox

2Yr

@CashDividendGamer always find it difficult, is like I fell when walking as a child and since then I crawl, but I understand your points

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CashDividendGamer@CashDividendGamer

2Yr

@Aktienfoxx Well, I see it more like that after the experience (and others) in the early days as a learning process have taken with them to always deal sufficiently with why you invest in what and you do it out of personal conviction and not because an acquaintance or someone else "has a great tip". It's not because I got burned that I don't want to risk anything anymore (then I would do pure passive ETF index investing or leave it completely), it's because I risked something even though I wasn't really convinced of it myself.

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Aktienfox@Aktienfox

2Yr

@CashDividendGamer this point is true of course, must be convinced even after your analysis!

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Aktienfreund@Aktienfreund

2Yr

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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Michael@Wellenreiter

2Yr

Since 1 year a clear no. Not even about an EM

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Aktienfox@Aktienfox

2Yr

@Wellenreiter what are your reasons?

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Michael@Wellenreiter

2Yr

@Aktienfoxx started my sales in 2020 with Zero Covid, then government intervention in various companies. That's enough for me personally. How can you invest here with a clear conscience and hope for better times? Politics and human rights are not even considered here. The counter question would have to be, what speaks for China and this regime at this risk-return ratio? Those were the roughest points. Otherwise, good luck

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Barsten@Barsten

2Yr

No, not anymore.

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Robert W.@Robwe

2Yr

No, too stressful and I do not want to support.

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Chris@Gitti

2Yr

Of course, via EM etf, it would be a mistake not to do so in the long term.

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Macho Man@MachoMan

2Yr

Yes, I think I will make good profits in the long term. The Chinese haven't come this far to give up everything again now.

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Souli@Souli1984

2Yr

Not in shares, definitely not.
But there are a few shares in my etfs. Unfortunately, I have to live with that.

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TomTurboInvest@TomTurboInvest

2Yr

With a little risk tolerance and an appropriate share of the portfolio, you can do it. Even if it's not in at the moment... everyone has to decide for themselves.
In my opinion, the Chinese market is too big to ignore completely. It is closely networked with many large companies anyway. Either the supply chain and/or the sales market! If things escalate as they did with Russia, for example, I can't even imagine the impact on the major indices... then a few direct investments won't matter.
A good example is Apple, moving the supply chain out of China takes a very long time, but conversely Apple should no longer be allowed to sell to China, as the result would then be a disaster.

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Dividende > Zinsen@GoDividend

2Yr

1 dividend stock just started with a small savings plan $941 China Mobile
Whether this is good very much I in a few years

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Kai@fcsp

2Yr

No.

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Kapitän K.@PalmPirateTechnocrate

2Yr

Originally I wanted to own 30% emerging markets via ETF, but have reduced this to around 10%. In future, I wanted to increase this to 15% via a savings plan so that I can profit in the event of a total loss. China is a high-risk investment due to its politics. But it is also promising (China was the world leader around 1850, then came Mao and his ilk...). Instead of MSCI China, I would prefer MSCI India.

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