MrM
:
Shopping malls should be fine. Offices maybe are the ones affected but it’s still a small % of the portfolio. Wait for results bah for more clarity. I might get back in especially at such low price. REITs pretty good deal now if you able to hold until rate cut.
104138295
OPMooooney
:
It’s because CLCT has all their portfolio/ properties in China. The others like MPACT, MLT, CHAR have their portfolio spread over several countries.
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
MrM : Shopping malls should be fine. Offices maybe are the ones affected but it’s still a small % of the portfolio. Wait for results bah for more clarity. I might get back in especially at such low price. REITs pretty good deal now if you able to hold until rate cut.
104138295 OP Mooooney : It’s because CLCT has all their portfolio/ properties in China. The others like MPACT, MLT, CHAR have their portfolio spread over several countries.