CSI 300
- 0.000
- 0.0000.00%
Noon Break Jul 26 09:30 CST
0.000High0.000Low
0.000Open0.000Pre Close0Volume--Rise0.00P/E (Static)0.00Turnover4Flatline0.00%Turnover Ratio30.29BMarket Cap5Fall30.29BFloat Cap
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The first half of 2024 has been a promising period for my investment portfolio, despite its heavy tilt towards Chinese and Singaporean stocks. With a performance of 9.20% ![]()
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, my portfolio has outpaced the $Hang Seng Index(800000.HK$, the $CSI 300(LIST20861.HK$, and the $FTSE Singapore Straits Time Index(.STI.SG$, though it fell short of the remarkable gains seen in the US markets, particularly the $S&P 500 Index(.SPX.US$ and the $Nasdaq(NDAQ.US$. Of cours...
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Thank you, MooMoo, for providing this platform to trade, giving me the opportunity to start investing my money. There are many other platforms and some with better fees, but MooMoo provided me with the best features for stock analysis. Thank you!
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Inching to records
The S&P 500 and the Nasdaq Composite inched their way to intraday and record closes as Federal Reserve Chair Jerome Powell warned of the dangers of keeping interest rates high.
Growth in jeopardy
Powell warned that keeping interest rates high for too long could harm economic growth. Despite recent cooling, he noted that the economy and labor market remain strong. Powell highlighted progress in reducing inflation towards the central bank’s 2% target...
The S&P 500 and the Nasdaq Composite inched their way to intraday and record closes as Federal Reserve Chair Jerome Powell warned of the dangers of keeping interest rates high.
Growth in jeopardy
Powell warned that keeping interest rates high for too long could harm economic growth. Despite recent cooling, he noted that the economy and labor market remain strong. Powell highlighted progress in reducing inflation towards the central bank’s 2% target...
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I'm a LT investor, so do not trade much, holding onto a diversified portfolio of stocks (local and overseas), REITS, ETFs and money market funds built over many years. Dividends earned are reinvested back into the portfolio.
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Goldman Sachs raises the 12-month MSCI China Index target to 70 from 60, CSI 300 Index to 4,100 from 3,900.
$MSCI Inc(MSCI.US$ $CSI 300 Index(800122.HK$ $CSI 300(LIST20861.HK$ $Global X MSCI China Consumer Discretionary ETF(CHIQ.US$ $BABA-SW(09988.HK$ $XIAOMI-W(01810.HK$ $JD-SW(09618.HK$
$MSCI Inc(MSCI.US$ $CSI 300 Index(800122.HK$ $CSI 300(LIST20861.HK$ $Global X MSCI China Consumer Discretionary ETF(CHIQ.US$ $BABA-SW(09988.HK$ $XIAOMI-W(01810.HK$ $JD-SW(09618.HK$
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Furthermore, given the strong export demand and better-than-expected economic growth in the first quarter, UBS has also raised its export growth forecast (in US dollars) for 2024 from 1.2% to 3.5%, predicting that net exports will boost real GDP growth by 0.5 percentage points.
$Tencent(TCEHY.US$ $TENCENT(00700.HK$ $Alibaba(BABA.US$ $BABA-SW(09988.HK$ $Global X MSCI China Consumer Discretionary ETF(CHIQ.US$ $KraneShares CSI China Internet ETF(KWEB.US$ $SSE Composite Index(800146.HK$ $CSI 300(LIST20861.HK$ $Hang Seng China Enterprises Index(800100.HK$
$Tencent(TCEHY.US$ $TENCENT(00700.HK$ $Alibaba(BABA.US$ $BABA-SW(09988.HK$ $Global X MSCI China Consumer Discretionary ETF(CHIQ.US$ $KraneShares CSI China Internet ETF(KWEB.US$ $SSE Composite Index(800146.HK$ $CSI 300(LIST20861.HK$ $Hang Seng China Enterprises Index(800100.HK$
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China's small-cap index CSI 2000 rebounded by 3.7% on Wednesday morning after the CSRC calmed investors that tighter rules would not spark a wave of delistings, and only more than 80 companies would be affected by new policies.
The stricter supervision policies for listing and delisting companies triggered fears that a slew of companies would be kicked off stock exchanges.
$CSI 300(LIST20861.HK$ $SSE Composite Index(800146.HK$ $SSE Composite Index(000001.SH$ $Hang Seng China Enterprises Index(800100.HK$ $Hang Seng TECH Index(800700.HK$ $Hang Seng Index(800000.HK$ $Alibaba(BABA.US$ $BABA-SW(09988.HK$ $MEITUAN-W(03690.HK$ $XIAOMI-W(01810.HK$ $TENCENT(00700.HK$ $Tencent(TCEHY.US$
The stricter supervision policies for listing and delisting companies triggered fears that a slew of companies would be kicked off stock exchanges.
$CSI 300(LIST20861.HK$ $SSE Composite Index(800146.HK$ $SSE Composite Index(000001.SH$ $Hang Seng China Enterprises Index(800100.HK$ $Hang Seng TECH Index(800700.HK$ $Hang Seng Index(800000.HK$ $Alibaba(BABA.US$ $BABA-SW(09988.HK$ $MEITUAN-W(03690.HK$ $XIAOMI-W(01810.HK$ $TENCENT(00700.HK$ $Tencent(TCEHY.US$
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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?
doctorpot1 OP 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.
steady Pom pipi :
doctorpot1 OP 葡萄山 : Absolutely. The future is always uncertain, whether we're looking at US tech stocks, Chinese markets, or Singaporean equities. This unpredictability underscores the importance of taking calculated risks and maintaining a diversified strategy.
US tech stocks might continue their impressive rally, but there's also the possibility of a correction. The same goes for Chinese and Singaporean markets. Given this inherent uncertainty, diversification is crucial. This not only means diversifying within the stock market across different sectors and regions, but also looking beyond stocks altogether.
In my strategy, I've been focusing on including cash, money market funds, bonds, REITs, and real estate in my portfolio. Additionally, starting up businesses further provides safety nets and enhances my diversification.
Preparing for the future involves a multi-dimensional approach. It's about spreading risk across various asset classes and regions, staying flexible, and being ready to adapt to whatever the market throws our way. By doing so, we not only mitigate risks but also position ourselves to seize opportunities as they arise.
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