23H·

China Shares

I have made my first purchase of a Chinese share. I cover emerging markets via the $EXCH (+0,46%) portfolio. I wanted to include China in the portfolio via individual stocks with a maximum country weighting of 3%. What other stocks from China do you find interesting?

03.10
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Acquistato x125 a 6,00 €
750,00 €
8
12 Commenti

immagine del profilo
$9888 is also interesting, besides $1810
2
immagine del profilo
@market_maestro_2368 Which points convince you of $9888?
immagine del profilo
@Mi-t-chel Baidu is quite well diversified and you've probably heard that they pioneered Apple's wallet with their payment function.
They have a search engine, robo-taxis, how many in AI etc.?

I don't think it's possible to imagine the China Eco System without them
1
immagine del profilo
If you really wanted to cover EM Asia then you should have bought $CEA1
immagine del profilo
@Jo_Wolf i thin you did Not get whats my opinion is. I want to cover China by single Stocks and the Rest via ETF.
immagine del profilo
@Mi-t-chel I do understand, but there's no point using an Asia EM ex China to then buy China single stocks, better off having all in one
immagine del profilo
@Jo_Wolf Not really because Most of the stocks in there are trash, because eastern markets are Not efficient Like Western. Thats why the MSCI China ETF underperforms the real growth of China almost 10 years.
immagine del profilo
@Derspekulant1 That's probably why I'm up 12% on this ETF and barely 5% with $VWRL 👀🍊
immagine del profilo
@Jo_Wolf That is correct to an extent, but I am frequently in China and am also familiar with many companies there. Therefore, I believe that stock picking will be more effective here than tracking the broader market.
2
immagine del profilo
@Jo_Wolf compare it to the gdp of China the last 10 years, 12% is Nothing. Just See Jan Beckers, its exactly what he Says about China ETFs.
immagine del profilo
immagine del profilo
If I had held on to them 🙈 I had bought them at a price of 2.54 😂
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