If only they weren't in China...
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3Wk
@TechNav ideologically or because of the "political risk"? Both reasons would now also rule out an investment in the USA ;)
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@jkb92 neither of them. As a rule, Chinese shares do not belong to foreign investors. Tomorrow Xi can decide that all foreign shares are invalid.
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@TechNav but you could also trust Trump, with his feelings and moods, the other way around...
...is already interfering enough in the markets without being asked 🤷🏻♂️
...is already interfering enough in the markets without being asked 🤷🏻♂️
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•@SAUgut777 yes but at the end of the day I trust that the laws are respected there, e.g. the Supreme Court etc. But in China it's a dictatorship state and it doesn't matter what I tell Xi
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@TechNav I have to take some of the wind out of your sails, at least with regard to $3750.
- Hong Kong listing (H-share), no ADR -> delisting rather unlikely
- Xi has announced the lowest growth in many years. Upsetting foreign shareholders would have severe consequences
- CATL produces around 45.2% of all batteries -> high relevance
- CATL = China's industrial "crown jewel", on whose foreign revenues Xi is dependent.
The risk comes more from the USA (CATL's global market leadership could be sanctioned as a "risk to national security")
Or EU sanctions (trade barriers; stricter battery regulations)
- Hong Kong listing (H-share), no ADR -> delisting rather unlikely
- Xi has announced the lowest growth in many years. Upsetting foreign shareholders would have severe consequences
- CATL produces around 45.2% of all batteries -> high relevance
- CATL = China's industrial "crown jewel", on whose foreign revenues Xi is dependent.
The risk comes more from the USA (CATL's global market leadership could be sanctioned as a "risk to national security")
Or EU sanctions (trade barriers; stricter battery regulations)
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@HoldTheMike Unfortunately, I have to remind you of a story. Xi stopped the IPO of Ant Group / Alibaba in 2020. Many foreign investors lost confidence/money in the China market at that time.
There were similar cases with Didi Global and NewOriental Group. Therefore, it is said that China is difficult for foreign capital to be reliable.
I am not afraid of delisting but of Xi's decisions. They don't believe in the capital market, stock market, etc. After all, they are communists.
There were similar cases with Didi Global and NewOriental Group. Therefore, it is said that China is difficult for foreign capital to be reliable.
I am not afraid of delisting but of Xi's decisions. They don't believe in the capital market, stock market, etc. After all, they are communists.
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3Wk
It may all be true, but in the USA, little would surprise me any more. China presents itself - even now in the war - as a reliable partner that can't be rattled. Just like with the customs issue, where China clearly came out the winner. I think we are experiencing a change where we have to reassess who is a reliable partner. For my part, I no longer see any decisive differences between the USA and China, apart from the fact that Chinese shares are much cheaper in comparison...
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•3Wk
@TechNav and yes, perhaps the laws will be observed. But you can create the laws that you can/will comply with ;)
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•@TechNav I find the comparison with Alibaba difficult.
Unlike internet platforms (such as Alibaba), which Xi considered too powerful at times, CATL is the driving force behind China's global dominance in the green energy sector. Small but subtle difference.
We will see.
Unlike internet platforms (such as Alibaba), which Xi considered too powerful at times, CATL is the driving force behind China's global dominance in the green energy sector. Small but subtle difference.
We will see.
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