9Mo·

You have to take advantage of such discounts for quality stocks, mmn. I filled my position $MC (+2,49 %) position presumably full.

3 Commentaires

GeldGenie@GeldGenie

9Mo

Not a big fan of the industry at the moment. Sales in China too poor - no prospect of recovery. I think there are still lower prices to come. I'm not building up a position yet.

I hope I'm wrong! :-D

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Tobias Christopher@BavarianInvestor93

9Mo

@GeldGenie Retail has recently picked up in China. I believe that things will soon look better again. If it actually corrects significantly again, I would probably have to add again.

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GeldGenie@GeldGenie

9Mo

@BavarianInvestor93 I think this is mainly (exclusively?) due to mini-stimuli and seasonality.

In addition, China could (will?) be hit hard if the US market collapses in the short/medium term due to high tariffs in the US. I'm keeping my feet still in consumer and especially luxury goods. 😊

Edit: But would like to join $PDD and add to $BABA. But I'll wait there too. Will see! 😊

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