TSLA
Tesla
-- 421.060 PLTR
Palantir
-- 80.550 NVDA
NVIDIA
-- 134.700 AMD
Advanced Micro Devices
-- 119.210 OXY
Occidental Petroleum
-- 47.130 
35% tax tariffs on China exorts
there are economists who say that the removal of Most Favoured Nation status on all China imports, is equivalent to a 60% tax tariff, and that will be a -7% impact on China's GDP, and RMB has to be devalued in order to cope.
impact on US GDP is -0.8 to -1%.
if this bill passes, it slaps a minimum of 35% on imports.
I have not seen investors factor in geopolitics and demographics into their consideration when they are investing in China stocks, they only look at "value" of the company, there are 2 problems with just looking at "value" proposal:
1. so many financials are faked, how true it is, nobody knows
2. stock performance is not directly related to "value", there are plenty examples of high PE stock soaring and low PE stocks not moving at all.
I have been saying since 2018 don't touch any China companies, if you can take profit and run, this is probably the last chance to do so, if you have businesses in China, you are probably already stuck there, you might have to abandon everything to get out and be safe.
With Cold War 2.0 in full force next year, it will be like a punch to China's gut every month, it's going to be ugly, it's not going to be good for the citizens of China, kinda depressing to think about that, it's going to be very bad in coming years.
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73162089 : China had well prepared for this tariff. The impact is minimum as export to USA amount to $500b annually now while China GDP is over $17 trillions. This will cause inflation in USA if it happens.
I am 102702622 73162089 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
bullbearnme : Hello, Biden and Kamala are gone. Biden is a senile puppet are gone. Their idiot polies are destroying business trade , more wars between nations and to make India great again. Trump on the other hand promote trade between nation with priority on business deal favor US but wont kill his opponent. You need both hand to clap.
SKYWalkers OP 73162089 : I don't know where you get this fake info that CCP is well prepared, it's not correct.
Since Oct, CCP already know Trump is incoming, and they are shivering with fear, that's why they have softened their wolf warrior stance, and is trying to act demure, and Emperor Xi is losing power to the old Wen Jia Bao gang to try to resuscitate their economy, which has been at least 1%/2% to negative for past 2 years, that's why Emperor Xi is acting obedient boy to send Trump congratulations on the night he got 270 electoral votes.
it has been calculated China will have -7% effect on their GDP if MFN is revoked, which is equivalent to 60% tariff, now it seems they will start with 35% and slowly move up to tighten the noose.
bullbearnme : Hello Biden/Kamala set 100% tariff, move China production to latin america , india and other countries in SEA. Look at the whole picture, dont stick your tiny brain in war. War wont bring Trump any benefit, he dont own Bush weaponry business.
bullbearnme SKYWalkers OP : You need to go hospital for mental health checkup
SKYWalkers OP bullbearnme : I have not been wrong yet since 2018, time will prove you wrong because:
1. you never gather the true data
2. you are unable to analyse the data
3. you are unable to derive a coherent logical analysis
the fact that your comeback is only an insult based on nothing, just proves what I am saying
SKYWalkers OP bullbearnme : are u from China?
if you are unable to express yourself clearly, you can write in Mandarin
bullbearnme SKYWalkers OP : Hello BaiYue descendants, I am not Chinese
bullbearnme SKYWalkers OP : Lol, your sort of statement is call fact. Hello, do you know what is call analysis and facts with evidence. Looking at the way you wrote is a rubbish, go learn from Seeking Alpha professional analyst, not throwing rubbish.
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