1Año·

Always remember, the company's cost of capital is your return!

Fewer investors = more equity per monetary unit


"Often an entire asset class is written off as "dead" even though it's just in the gutter. And when it's in the gutter, it's cheap. John Stepek explains why it often makes sense to buy things that people hate."


The article may be 3.5 years old, but it's still relevant:

https://moneyweek.com/investments/investment-strategy/601575/contrarian-investing-hated-asset-class-buy-emerging-markets


I'll keep buying China if nobody else wants it...

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26.01
iShares MSCI China ETF logo
Comprado a 3,395 €
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24 Comentarios

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You are right in principle, but the mechanisms described only apply to (largely) free markets.
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Ver todas las 6 respuestas adicionales
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Fuck Marcus! Think of Epictetus! What do you have control over! Over a crazy dictator and arbitrary politics? No Case📉
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@ValueWilli You never have control in markets unless you are an entrepreneur, and then only to a limited extent.
The case is that if China wants to play with the big players, it will have to abide by the rules. Whether they want to or not.

I don't mind being wrong, but that's acceptable in the desired market.

In any case, the position has a great entertainment factor for me and that's something. 😄
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@PowerWordChill Ho Lee Fuk - I keep my hands off😂
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Well done 👍 I also bought today. The risk/reward ratio is right for China equities. Everything else is at ATH. Clever 🙂
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By the way, I read through your post again and thought about it. I increased my EM ETF savings plan by 30% ... if you remember. 😊
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With every post you tempt me more ^^
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I'm out... it's not profitable enough to save for the long term...👎👎
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@SPRILLY We're not talking about long-term savings here either, that's a country bet. 😉
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@PowerWordChill please explain the ETF A2PGQN to me. Do not get behind it. I don't understand the content of the BET. How long do you hold such an ETF. SORRY
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@PowerWordChill Is it only based on growth China 🇨🇳???
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@SPRILLY China is very cheap at the moment, and there are good reasons for this.

But I have already described this here:
https://getqu.in/diliTw/
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@PowerWordChill ah... now I understand... I haven't been around long... but thanks. 😇😇
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@SPRILLY There is no invitation here to join in.
I'm just sharing my thoughts here for the fun of it. 😅
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@PowerWordChill I just wanted to find out more. I think everyone has to make their own investment decisions...
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What do you think of BYD? They have already been well punished. I always thought that when we see e-cars, they are mainly from BYD.
But they are being dragged down in the process.
On the one hand, there could be a good opportunity, but on the other hand, it's China and they're getting money from the government again. So it's fully under control
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@Joris Sorry, but I'm not interested in individual stocks...
But as a tip, take a look at whether they are really profitable with their e-cars or whether there aren't a lot of subsidies involved.
I've heard people say that import tariffs in the EU and US are on the cards... but as I said:
... I'm out of individual stocks. 😅
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