Hello B.REVERE,
You are correct to be paranoid and therefore should do quite well in protecting your wealth. I am too.
Message 15404788
The way to make money on China, as an investor, is focusing on the here and now, and not down the road, just as one would in the USA. Losing money in either place is not satisfying.
Message 15379124
But I expect to double or triple my money invested directly in China shortly, in a matter of days or weeks, when the B-market opens after week long suspension.
Message 15404774
<<Red China>> is not, at least not as red as before, and certainly not as red as California.
Message 15318267
<<$200/annually>> should be looked at thus ...
100-150 mm cellular toting folks gaining economically, and rapidly, off the inexhaustible supply of labour toiling at $200/annually. The trickle down effect will happen, as all developmental economies work this way, and only this way. This is capitalism at its best and purist. Think about the temperature of the resulting Goldilocks porridge, not too hot, not too cold, high growth, no inflation, high savings, high investment. At least that is how the stories would be written.
<<patents>> of QCOM mean something, but the royalty will be squished down until it hurts QCOM, as QCOM has little choice except to squeal yes. This is not a function of China and QCOM, but a function of ERICY etc and QCOM. China only plays one set against another. Only business, served cold.
<<Lower valuations>> Yup, certainly. QCOM is just another chair on the Titanic, and the maestro is not equipped right to keep it afloat.
Message 15378361
Chugs, Jay |
