2Mês·

Opinion?

$1810 (-1,07%) Buy more or hold?

11 Comentários

Chris@1Chrischi1

2Mês

beides

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Sansebastian@Sansebastian

2Mês

Still waiting

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Musikerie@Musikerie

2Mês

I was very glad that I was almost completely out of Russia before the Ukraine crisis started, I know a few people who left some real money there and I fear that investments in China could suffer a similar fate in my lifetime. I'm currently leaving the market to the left due to my own uncertainty. If I'm not sure enough, I won't change anything for the time being

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jkb92@jkb92

2Mês

@Musikerie I always find it amusing when people compare China with Russia. Without China, the global economy stands still, without Russia, energy has simply become a little more expensive. This difference will also be reflected in sanctions if the worst comes to the worst.

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Kai@Dividenden-Sammler

2Mês

@jkb92 The only issue here (at least I think) is the political system. And Russia and China are very comparable in this respect. And there we are familiar with the problem that outside influence is not desired and that (foreign) investors are "expropriated" if necessary. China has already made provisions for this with a separate class of shares and usually the headquarters of these holding companies in the Bahamas etc. so that it is relatively easy to get rid of these shareholders. In the case of most Chinese companies, investors do not invest in the company directly but through such holding companies.

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jkb92@jkb92

2Mês

@Dividenden-Sammler No, he was specifically talking about "that in Ukraine".

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jkb92@jkb92

2Mês

@Dividenden-Sammler Beyond that, I agree with you for the past. But China is changing and is increasingly positioning itself as a reliable partner. Of course, everyone has to assess the "political risk" for themselves, but there is also a "political risk" in the White House and a "political risk" may also be elected in Germany at the next election...

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Kai@Dividenden-Sammler

2Mês

@jkb92 I think we probably live in a different world. China tries to get the best for itself and others don't care. And China with the western world (your examples with Germany and the USA) - here you have a separation of powers in which laws / constitution cannot be changed by one party alone. In China, THE PARTY is the law and there is no separation of powers.

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jkb92@jkb92

2Mês

@Dividenden-Sammler hahaha in the USA the separation of powers is gone faster than you can look and in Germany court rulings are also ignored by the government/executive if they don't fit the program. I'm not saying China is great, but I'm always bothered by demonizing China like this. The difference is not (or no longer) as great as many would like to hope/believe. China can make long-term policies because they have a stable system. But as I said, that's for everyone to judge.

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Musikerie@Musikerie

2Mês

@jkb92 uh, what was I specifically talking about? Did you read correctly? The Russian attack triggered the sanctions that destroyed a lot of investor money in Russia. That was the trigger. I didn't compare China with Russia either, but if you really want to, the risk is greater in China ... your writing style also tells me that you still have a personal level. Otherwise, thanks for the discussion. I'm not saying that my decision is right.

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Musikerie@Musikerie

2Mês

@jkb92 China is increasingly positioning itself as a reliable partner, lol, now I know why I had already blocked your comments. You say that a lot, don't you? Nobody wants to demonize anything here, I'm not a religious person anyway. Otherwise, one could get the idea that your religion is China. That would explain why you react so sensitively. Believers never like it when you criticize their church. Of course, there is always a risk of sanctions and expropriation everywhere ...

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