151743798 :
If you sell Chinese stocks and exchange them all for US stocks, especially high-tech stocks, you didn't have 9% in the first half of the year, but 39%. I'm curious if you're still buying Chinese stocks. Aren't big A-shares even better?
doctorpot1OP151743798:
It's true that US high-tech stocks have performed exceptionally well, offering significant returns that outpaced my portfolio's 9% gain in the first half of the year. However, my investment philosophy is grounded in long-term value investing, and I believe that Chinese stocks, particularly those with solid fundamentals, have the potential for substantial rebounds of 100%, 200%, or even 300% as the Chinese market recovers. That said, predicting market movements is inherently uncertain, and diversification remains a crucial part of my strategy. Yes, I am still buying Chinese stocks, but I'm also diversifying my portfolio further by allocating some cash into bonds and REITs to take advantage of higher yields as interest rates are expected to drop. This provides a balanced approach, combining growth potential with income stability. As for A-shares, I prefer investments where I can employ options strategies. Options allow me to hedge my trades and enhance returns through strategies like covered calls and LEAPS. Since I can't use options on A-shares, they don't align with my current investment strategy.
葡萄山 :
We have no way of predicting what will happen tomorrow, but we must be prepared to take risks. And I think doing what we should do now is to prepare the best for the future.
Kuaishou E-commerce released its data of 618 shopping festival. During the promotion period from June 1 to June 18, the number of orders placed in Kuaishou E-commerce grew by nearly 40% YoY and the number of buyers enlarged by nearly 30% YoY. GMV of branded products surged by more than 200% YoY, orders placed while watching short-videos spiked by nearly 210% YoY, and GMV of goods found by search function hiked by nearly 130% Y...
In the first quarter of this year,$KUAISHOU-W(01024.HK)$manifested the first overall profit at the group level since its listing, said the Founder and CEO Cheng Yixiao as the company celebrates its 12th anniversary this year. The user scale has also touched a new high, with all business segments faring well, which is another milestone in the development process. Cheng gave out "profitable laisee" to employees during the occasion, and...
$KUAISHOU-W(01024.HK)$announced that the board of directors has resolved today (22 May) to repurchase shares of the Company in the open market from time to time up to $4 billion from now until the conclusion of the annual general meeting to be held in 2024. The Company believed that a share repurchase under the current circumstances will demonstrate the Company's confidence in its business outlook and prospects, and will ultimately benefit the Company a...
$KUAISHOU-W(01024.HK)$opened higher by 5.2% today (30th), once peaking at $60.6, a new high in over one month. It last printed at $60.3, up 7.2%, on a volume of 8.56 million shares and turnover of over $510 million. The company announced that, over the year of 2022, the adjusted net loss narrowed to RMB5.75 billion from that of RMB18.852 billion in the year before. The revenue of the period ballooned 16....
Popular short-video app TikTok is offering to operate more of its business at arm’s length and subject it to outside scrutiny as it tries to convince the US government to allow it to remain under the ownership of Chinese technology company$ByteDance(FT0001)$ByteDance, according to people familiar with the matter. TikTok has been seeking to assure US government departments and agencies for the last three years that the person...
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229Tmobile850 :
if WE as(RETAILERS) cant trade it hear in the US..the HELL with IT...they can PROFIT off US but WE CANT PROFIT off THEM..Fu(kem
151743798 : If you sell Chinese stocks and exchange them all for US stocks, especially high-tech stocks, you didn't have 9% in the first half of the year, but 39%. I'm curious if you're still buying Chinese stocks. Aren't big A-shares even better?
doctorpot1OP 151743798: It's true that US high-tech stocks have performed exceptionally well, offering significant returns that outpaced my portfolio's 9% gain in the first half of the year. However, my investment philosophy is grounded in long-term value investing, and I believe that Chinese stocks, particularly those with solid fundamentals, have the potential for substantial rebounds of 100%, 200%, or even 300% as the Chinese market recovers. That said, predicting market movements is inherently uncertain, and diversification remains a crucial part of my strategy.
Yes, I am still buying Chinese stocks, but I'm also diversifying my portfolio further by allocating some cash into bonds and REITs to take advantage of higher yields as interest rates are expected to drop. This provides a balanced approach, combining growth potential with income stability.
As for A-shares, I prefer investments where I can employ options strategies. Options allow me to hedge my trades and enhance returns through strategies like covered calls and LEAPS. Since I can't use options on A-shares, they don't align with my current investment strategy.
葡萄山 : We have no way of predicting what will happen tomorrow, but we must be prepared to take risks. And I think doing what we should do now is to prepare the best for the future.