5Mês·

China Hype

Hi Community,

I myself own shares in$1211 (-2,57%) BYD $700 (-2,03%) Tencent $1810 (-0,59%) Xiaomi $9868 (-1,75%) xpeng and $JD (-1,08%)

All with very good EKP (before the rise)

I would like to get opinions from people with more experience on the current run in the Chinese market.

How do you assess the risk in relation to the political situation?

Therefore, I would be happy to have a lively exchange of views and / or opinions on the above mentioned stocks

Thanks in advance :)

8 Comentários

Moritz@MoKi28

5Mês

Hi Fabio, I'm relatively heavily invested in China myself and Xiaomi is now my third-largest position. My entry was around 2019. In principle, Chinese equities are valued relatively low due to the political risks. To what extent the current run is justified is difficult for me to judge. But I would say that a comparable company in the US would still be valued much higher. I therefore believe that there is still room for upside, but you should at least take a closer look now if things do go downhill to see what the reasons are. Possibly hedge with a stop loss. Huawei, which has made itself vulnerable with the 5G networks, has shown how quickly things can go. I rate the risk of the stocks you mentioned as low, but the current political situation allows for a certain dynamic.

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