3Aรฑoยท
Opiniรณn para $TAL, $700, $BABA, $BIDU, $NTES, $DAO, $1797, $N/A, $6688, $DIDIY

๐‚๐ก๐š๐ง๐œ๐ž ๐ฏ๐ฌ. ๐‘๐ข๐ฌ๐ข๐ค๐จ? Trade-off between ambitious tech companies and a strong-regulatory government? The Chinese government is banning an entire industry from making money, and for investors, the question is what next? China is known for its tough education system and sense of duty, which makes education and thus e-learning a high priority in the Chinese market. According to iiMediaResearch and iResearch, e-learning revenue exceeded $60 billion in 2020, and the Corona crisis has pushed the e-learning market up to a 100 billion valuation. ๐ƒ๐จ๐œ๐ก ๐†๐ž๐ฅ๐ ๐ฅรค๐ฌ๐ฌ๐ญ ๐ฌ๐ข๐œ๐ก ๐ฃ๐ž๐ญ๐ณ๐ญ ๐๐จ๐ซ๐ญ ๐ค๐š๐ฎ๐ฆ ๐ฏ๐ž๐ซ๐๐ข๐ž๐ง๐ž๐ง, as over the weekend the Chinese government reformed or away-regulated and announced to take away the business basis of e-learning platforms. According to this, companies that teach school curriculum programs are no longer allowed to make profits or go public. Furthermore, children under the age of 6 may no longer be taught at all and the programs must be discontinued.


News regarding economic intervention must always lead to a re-evaluation of one's portfolio. In the short term, many investors remain in the dark and the confidence to make money with China stocks, especially in the tech sector, has definitely disappeared. We do not like the interventions at all, of course, nevertheless, the strong correction can be used at the moment for optimistic investors and enter the Chinese market countercyclically. ๐–๐ข๐ž ๐›๐ž๐ฐ๐ž๐ซ๐ญ๐ž๐ญ ๐ข๐ก๐ซ ๐๐ž๐ง ๐œ๐ก๐ข๐ง๐ž๐ฌ๐ข๐ฌ๐œ๐ก๐ž๐ง ๐Œ๐š๐ซ๐ค๐ญ? ๐’๐ž๐ข๐ ๐ข๐ก๐ซ ๐ข๐ง ๐œ๐ก๐ข๐ง๐ž๐ฌ๐ข๐ฌ๐œ๐ก๐ž ๐“๐ข๐ญ๐ž๐ฅ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ž๐ซ๐ญ ๐ฎ๐ง๐ ๐ฐ๐ž๐ง๐ง ๐ฃ๐š ๐ฐ๐ข๐ž ๐›๐ž๐ฐ๐ž๐ซ๐ญ๐ž๐ญ ๐ข๐ก๐ซ ๐๐ข๐ž ๐š๐ค๐ญ๐ฎ๐ž๐ฅ๐ฅ๐ž๐ง ๐Œ๐šรŸ๐ง๐š๐ก๐ฆ๐ž๐ง?


A small video recommendation can be found here from CNBC, who conducted an interview with John Rutledge (Safanad Chief Investment Strategist):


https://www.youtube.com/watch?v=vsJnITbNpFU

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๐Ÿ˜ญ๐Ÿ˜ญ๐Ÿ˜ญ ๐Ÿ†˜๐Ÿ†˜๐Ÿ†˜ Unfortunately, I see no chance there... I would not directly invest my money there....
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Here one is stamped yes directly... I have never mentioned that I invest a high sum, that are with me just 1.65% and that I can all times cope, in addition, the figures of Alibaba are fascinating... of course, one takes a risk with this government, however, the chances of return in the next few years are very likely...
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Tenbagger or bust ๐Ÿš€ ๐Ÿ†˜
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I'm in ๐Ÿฆ๐Ÿ’Ž๐Ÿคฒ
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Quote from John Rutledge regarding Alibaba and Bilibili, who considers the companies far too cheap/cheap: In the short term I would have small positions to watch the companies and in the long term I would want significant positions.
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