4Settimana·

China shares ?!

How do you deal with China shares?

Does it make sense to buy or should you stay away from individual positions and rather invest in the market via an ETF?

I'm in the process of reading up on the subject and am finding it a bit difficult. 🙈

I'm interested in the specific example of Alibaba and what you would rather buy, $BABA (+1,15%) or $9988 (+1,47%) and why?

What do you think about ADR? (Advantages and disadvantages).

I am interested in the opinions of those who have already had experience with it.

Looking forward to your opinions! 😊

15 Commenti

GeldGenie@GeldGenie

4Settimana

Baba, BYD, Xiaomi, Tencent - I am currently investing more in China & gold than anything else. I'm still considering PDD 🤔

Whether ETF or individual share is a question of risk 🤷‍♂️ Diversify or not.

ADR is self-explanatory with Google and GPT 😅 What I think about it - established and safe (99.9%)

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Leon@Investingyoung

4Settimana

@GeldGenie do you know anta sports?

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Leon@Investingyoung

4Settimana

China stocks are really cheap, my favorite is anta sports, they are Nike in better if they come down again I'll buy more 🤝👌

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TomTurboInvest@TomTurboInvest

4Settimana

I already had both Alibaba, formerly the ADR $BABA, then switched to the HK $9988 at the time of the de-listing discussions. After the good performance a few weeks ago, I swapped it for a HangSeng Tech ETF $HSTC in order to be a bit more broadly diversified. But this is due to my risk management. I still have a positive view of Alibaba.

If you want to go for individual China stocks, why not Alibaba.
As long as Trump is reasonably good with China, the ADR has no disadvantages. It is more liquid and therefore has a slightly lower spread than the HK share. That's the only disadvantage I see with $9988 at the moment, otherwise it doesn't matter...

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Follower C.@Dividendenflowmit60

4Settimana

I also have the Alibaba ADR, JD.com and Baidu as savings plans, as well as Ping An and a China ETF

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Hennington Research@HennRes

4Settimana

I refer to this post: https://getqu.in/SU64M3/

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Jasmin ka@mimiKa

4Settimana

@HennRes thanks :) I'll take a look!

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Dollarsign@Dollarsign

4Settimana

I would only invest in China via an emerging markets ETF.

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Jasmin ka@mimiKa

4Settimana

@Dollarsign What puts you off about the individual items?

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FearlessHODLer@FearlessHODLer

4Settimana

What do you think about FTSE China A50?

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Saschko@WarrenamBuffet

4Settimana

I map via $DEMD and $ZPRA

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Konstantin@Konstantin85

I have Alibaba, BYD, Tencent and am further expanding my exposure to China and emerging markets. I have Kaspi & NU Holdings. The US share in the portfolio has fallen from 85% to 41%. Massive debt, stocks that are still highly valued and a president who is shutting down the economy without need.

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Jasmin ka@mimiKa

@Konstantin85 thanks for your answer:)
Are you buying the ADRs then?

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Konstantin@Konstantin85

@mimiKa no ADRs ;) at Alibaba the holding. ADRs are currently a bit too hot for me, as a delisting could come if the trade war escalates further

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Jasmin ka@mimiKa

@Konstantin85 that's what I thought. That's why I haven't made any purchases since I wrote this post, as I'm now rather skeptical about ADRs 🙃 I also think that the holdings would be the better alternative at the moment.

Thanks for the exchange 😊

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