Paarslaars Posted April 22 Share Posted April 22 https://pracap.com/on-china-why-the-real-risk-is-cny-5-not-9/ Link to comment Share on other sites More sharing options...
Intelligent_Investor Posted April 23 Share Posted April 23 Market is probably pricing in the WSJ news this morning that the US is preparing to sanction China Link to comment Share on other sites More sharing options...
Malmqky Posted April 23 Share Posted April 23 6 minutes ago, Intelligent_Investor said: Market is probably pricing in the WSJ news this morning that the US is preparing to sanction China looks like KWEB is up today? And my Chinese investments are up as well. Can you please clarify what you mean? Link to comment Share on other sites More sharing options...
Intelligent_Investor Posted April 23 Share Posted April 23 China was down the last several weeks, I'm assuming someone probably got wind of the news and was pricing it in Link to comment Share on other sites More sharing options...
changegonnacome Posted April 24 Share Posted April 24 One of the key questions investors have asked themselves re:China is what do you own in the context of the CCP coming in one day, overriding shareholder ownerships principles and compelling these companies to do XYZ that hurts the shareholders returns by making them do something uneconomic....which the story goes is "your fault"....because you bought a company in a communist country that doesn't care about the free market. Well as the US congress, senate and now WH are signing a law to force a US firm with foreign parent into a forced sales process from its overseas parent...the question a Chinese domiciled investor should be asking ( ironically in the context of the above) is can you trust an investment in a firm with a large United States domiciled component cause the US government might come in and force that company to do something uneconomic....like force it to sell a business in a fire sale. Link to comment Share on other sites More sharing options...
Hektor Posted April 24 Share Posted April 24 2 minutes ago, changegonnacome said: One of the key questions investors have asked themselves re:China is what do you own in the context of the CCP coming in one day, overriding shareholder ownerships principles and compelling these companies to do XYZ that hurts the shareholders returns by making them do something uneconomic....which the story goes is "your fault"....because you bought a company in a communist country that doesn't care about the free market. Well as the US congress, senate and now WH are signing a law to force a US firm with foreign parent into a forced sales process from its overseas parent...the question a Chinese domiciled investor should be asking ( ironically in the context of the above) is can you trust an investment in a firm with a large United States domiciled component cause the US government might come in and force that company to do something uneconomic....like force it to sell a business in a fire sale. Link to comment Share on other sites More sharing options...
Hektor Posted April 24 Share Posted April 24 13 minutes ago, changegonnacome said: One of the key questions investors have asked themselves re:China is what do you own in the context of the CCP coming in one day, overriding shareholder ownerships principles and compelling these companies to do XYZ that hurts the shareholders returns by making them do something uneconomic....which the story goes is "your fault"....because you bought a company in a communist country that doesn't care about the free market. Well as the US congress, senate and now WH are signing a law to force a US firm with foreign parent into a forced sales process from its overseas parent...the question a Chinese domiciled investor should be asking ( ironically in the context of the above) is can you trust an investment in a firm with a large United States domiciled component cause the US government might come in and force that company to do something uneconomic....like force it to sell a business in a fire sale. Also important to note that the CEO of TikTok USA, from what I can see, is moving around freely, does not plan to make a career switch into teaching or agriculture. Link to comment Share on other sites More sharing options...
crs223 Posted April 24 Share Posted April 24 1 hour ago, changegonnacome said: One of the key questions investors have asked themselves re:China is what do you own in the context of the CCP coming in one day, overriding shareholder I don’t think this is a question at all. You’ve seen it play out. CCP kidnapped Alibaba’s founder, took an “golden share”, and levied a $3B fine (about 1% of market cap). A few years later Alibaba is allowed to pay a dividend and buy back shares. Link to comment Share on other sites More sharing options...
crs223 Posted April 28 Share Posted April 28 Among all the hysteria that China doesn't respect ownership rights… here comes Uncle Sam forcing Byte Dance to sell TikTok! Link to comment Share on other sites More sharing options...
Ulti Posted April 28 Share Posted April 28 https://www.reuters.com/world/china/chinese-brokerage-cicc-cutting-dealmakers-base-pay-by-25-sources-say-2024-04-28/ China's top graft-busting watchdog earlier this year vowed to eliminate ideas of a Western-style "financial elite" and rectify the hedonism of excessive pursuit of "high-end taste". Link to comment Share on other sites More sharing options...
Luca Posted May 2 Share Posted May 2 (edited) On 2/6/2024 at 1:54 PM, Luca said: Its the year of the dragon folks, Xi aims to beat SP 500 this year...;-) On 2/7/2024 at 9:22 AM, Parsad said: That might be tough. Cheers! https://finance.yahoo.com/news/china-facing-us-financial-crisis-234945940.html Edited May 2 by Luca Link to comment Share on other sites More sharing options...
Hektor Posted Sunday at 02:02 PM Share Posted Sunday at 02:02 PM https://www.bloomberg.com/news/articles/2024-05-04/france-s-macron-calls-for-reset-of-economic-ties-with-china France’s Macron Calls for Reset of Economic Ties With China. Europe wants more economic reciprocity from China, Macron says. French President Emmanuel Macron is calling for an update of the country’s economic ties with China, just as the country’s leader Xi Jinping is expected to travel to France for a State visit. Link to comment Share on other sites More sharing options...
Luca Posted Monday at 03:20 PM Share Posted Monday at 03:20 PM https://www.scmp.com/news/china/diplomacy/article/3261632/xi-jinping-pushes-closer-ties-europe-eu-pressures-china-russia-and-trade?module=top_story&pgtype=homepage Link to comment Share on other sites More sharing options...
Parsad Posted Tuesday at 12:27 AM Share Posted Tuesday at 12:27 AM On the weekend, Buffett talked some about investing in China and elsewhere outside of the U.S. He said as long as he's there, it is unlikely that Berkshire will invest significant sums outside of the U.S. Younger management may choose to do so when he's gone, but culturally he has no advantage investing outside of the U.S., nor does he have any real need to since many of Berkshire's investments and businesses have substantial operations outside of the U.S. After my experiences with China, and considering the size of investments I'm making, Buffett's position is extremely similar to my own thinking. Cheers! Link to comment Share on other sites More sharing options...
Charlie Posted Tuesday at 07:25 PM Share Posted Tuesday at 07:25 PM (edited) On 5/6/2024 at 5:27 PM, Parsad said: On the weekend, Buffett talked some about investing in China and elsewhere outside of the U.S. He said as long as he's there, it is unlikely that Berkshire will invest significant sums outside of the U.S. Younger management may choose to do so when he's gone, but culturally he has no advantage investing outside of the U.S., nor does he have any real need to since many of Berkshire's investments and businesses have substantial operations outside of the U.S. After my experiences with China, and considering the size of investments I'm making, Buffett's position is extremely similar to my own thinking. Cheers! +1 Yeah, it is pretty simple. Why should you invest in a high risk country, when you can invest in a low risk country? It doesn´t make sense. Edited Tuesday at 07:25 PM by Charlie Link to comment Share on other sites More sharing options...
crs223 Posted Tuesday at 08:13 PM Share Posted Tuesday at 08:13 PM 46 minutes ago, Charlie said: Why should you invest in a high risk country, when you can invest in a low risk country? Why would you invest in a high risk bond when you can invest in a low risk bond? Link to comment Share on other sites More sharing options...
Charlie Posted 21 hours ago Share Posted 21 hours ago 10 hours ago, crs223 said: Why would you invest in a high risk bond when you can invest in a low risk bond? Of course it depends on the risk prospensity of the investor. Buffett called himself a "No-risk guy". Link to comment Share on other sites More sharing options...
Parsad Posted 20 hours ago Share Posted 20 hours ago 12 hours ago, crs223 said: Why would you invest in a high risk bond when you can invest in a low risk bond? If they provide the same return or the return you desire...why would you? Cheers! Link to comment Share on other sites More sharing options...
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