2Ano·

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

6 Comentários

2Ano

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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yieldhunter@randomdude

2Ano

@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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SanSebastian@WarrenamBuffet

2Ano

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

2Ano

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

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Vic@Vic1

2Ano

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

2Ano

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

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