1Année·

What do you think of this ETF? I am invested but clearly in the red but continue to save.

6 Commentaires

1Année

What is the investment idea with China? A non-transparent, expansionist, national-communist state with demographic, debt and growth problems in a time of incipient deglobalization and reindustrialization of the West. You need very good arguments for China. I don't see them for the next few years. What could they be? And do they even outweigh the counterarguments?

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Golden Boy@randomdude

1Année

@Epi This is also how Jan Beckers sees it: https://financefwd.com/de/ein-fuenftel-der-jugend-arbeitslos-und-sinkendes-wachstum-wie-geht-es-mit-china-weiter/ (I find it smiling that a proven growth/tech investor is now betting on dividends and buybacks. Either he has no concept or the situation is very bad 🙃)

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Saschko@WarrenamBuffet

1Année

I think all China ETFS are quite in the minus, yes China is difficult but that will again according to my thesis, maybe not in the short term but medium to long term. I continue to stock my EM (including China). Collect cheaper shares is supi ^^ To the ETF, which would be too expensive for me personally with 0.6 TER

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Epi@Epi

1Année

@Dreamliner What is your thesis, so that in the long term it "will be again" with China?

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Vic@Vic1

1Année

I was in Shanghai a month ago and was fascinated by how far they have come technologically and how digitized the infrastructure is. I am convinced that despite the China risk, the valuation is quite favorable right now and is worth an investment.

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ValueWilli@ValueWilli

1Année

Zack everything in $EQQQ 🍚 There you also have China, but much nicer and clearer😉✌️

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