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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (74909)1/23/2024 9:58:22 AM
From: Sean Collett1 Recommendation

Recommended By
JohnyP

   of 78740
 
IMO I don't think a market stimi does much for them. Their problems are a bit deeper than that.

Property sector has been building ghost cities for years now and their pain is caused by this. Throwing more money there won't fix that problem.

Just a month ago Financial Times ran a report on Chinese borrowers defaulting at a record high post 2020.

If the west does enter a recession then their export driven economy gets the double hit with them seeing less demand. If we look at ISM reporting we can already see a contraction which will feed into China.

I know many look at the Chinese stocks and see "value" written because ratios make many look cheap but I personally see anything there as high risk right now. Seems like a case of folks trying to catch a falling knife at the moment. As Peter Lynch would say, let the knife fall and stick in the ground and vibrate for a bit before trying to grab it.

-Sean
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