RetroRanger

"70+ years of democracy, no coups, people get to vote. freedom of speech and action (maybe not as much as some countries in the west)" yes sorry my knowlegde is just book knowlegde and i agree this can be more dramatic, since much information over years is shrinked into 200 pages. I meant the amount of political murdering since 1920 ( people were elected 6 months there , beeing murdered ) is insane. Corruption was a heavy topic despite beeing democratic. Also the long fight for indepency (against UK , etc). Religious murdering ( the train incident in Mumbai 2010). I agree, perhaps sounds shrinked down very chaotic, and the reality is not that dramatic in every day India.

Youre obviously right in terms of caste system. Probably this exists everywhere. craftmanship in germany was at my youth seen as a "low IQ business" so we should "study" and people who studied would have a higher "reputation". But to be fair it it not as strict/extreme as in India atm, with people cannot marry into different caste systems ( at least its hard) etc. Education will be key. On of the prime things Mohnish Pabrai with his Dakshana Foundation is fighting.

I mean it from a conflict perspective. Both Pakistan and India want the Kashmir region for them. Pakistan is in a enduring conflict about the right ownership, which peaked in the 70s with nuclear threats. This is still unresolved. https://www.everycrsreport.com/reports/98-570.html "Internet and connectivity has given opportunity to millions of young Indians to learn how to improve their quality of life" Yes and still so many roads need to be build, people have internet but no water pipe in their village ( as an extreme example). "Personally, I don't think the politics of a few will suffocate the struggle of many. " I really hope so, in the book i have read there talked about many religious assaults an attacks and besides politically saying they are equal , its not in practice . An that in the recent time ( 20-30 years). And their is the caste system .. which is more like a mid evil system.

I still dont understand why India seems to be the solution to everything. Despite beeing democratic, there are a lot of conflicts in the country ( religious, fraud and corrupt politicans and institutions, murdered politicans) . They have their own unresolved Taiwan with Pakistan. That is still unresolved and in the 70s their was some atomic testing to provoce each other. Also the country has big problems with labor. Because of their huge population they need many talent by their own, but the skilled once migrate elsewhere or are used for foreigner treatment ( good doctors prefer international people ). I currently read many books on India and this is a country that never has been very stable ( partly thanks to UK .... ) ! Perhaps i am underestimating the potential, but there is still a lot to proof and a lot to happen to make India work ( as a country and therefore stable partner ).

Best guy, luckily i am german. I can recommend his books on China

More Haier D-Shares 690D.DE

Could Net-Nets be a thing? UK is full of them. Global Fashion Group, trading under net-cash , owners are the Zalando founders. (Just an example). But twitter is full of them

Yeah Micron becoming very significant. I am still mad about myself because i did not pull the trigger at 48$ ( was sooo close ...)

https://asia.nikkei.com/Politics/China-s-party-congress/Transcript-President-Xi-Jinping-s-report-to-China-s-2022-party-congress Funny that china even said many positive things "We will make appropriate reductions to the negative list for foreign investment, protect the rights and interests of foreign investors in accordance with the law, and foster a world-class business environment that is market-oriented, law-based, and internationalized. We will promote the high-quality development of the Belt and Road Initiative." "We will improve the functions of the capital market and increase the proportion of direct financing. We will take stronger action against monopolies and unfair competition, break local protectionism and administrative monopolies, and conduct law-based regulation and guidance to promote the healthy development of capital.2

Bought more $EVO yesterday at 78€ (during the short drop phase of the market )

Probably some A2M.ASX shares , turnaround seems to be there, and buyback is good

More Haier - Shares (690D.DE), STILL 200% upside alone from the Spread to the H-Shares $6690.HK and today they again had in this weak HK environment double digit growth (15-20%) on EPS and Net income. An absolute insane beast and yet all share classes have the EXACT same rights. Did i mention that last weak, the D-Shares got a 6% dividend yield. Its insane... (if anyone interested, its still the same special situation from Jeremy Raper a year ago https://seekingalpha.com/article/4399099-haier-smart-home-german-listed-shares-50minus-80-percent-near-term-upside-massive-discount-to)

https://edition.cnn.com/2022/08/01/politics/nancy-pelosi-taiwan-visit/index.html

The companies mentioned has debt Iira and most income in Euro/US Dollar..perfect scenario for high inflation

Awesome, sadly you don't see the conviction / share count in those fillings !