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Strategies & Market Trends : Value Investing
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To: Burryville18 who wrote (72403)2/26/2023 1:09:21 PM
From: Madharry2 Recommendations

Recommended By
Eric Bramble
petal

  Read Replies (2) of 78661
 
I own baba and baidu in the space. I am a long term investor and want to own china as part of my portfolio . so far its been a painful experience. I think there has been a lot of nonsense spouted by people about the riskiness because of the investing structure and fear of delisting in the United States. OTOH i have misjudged the PRC stupidity in trying to control the big tech companies and world wide capital markets so they have now shot themselves in both feet. That means lower growth in china because of much lower foreign investment but that works in baidu and baba's favor because they are cash flow machines and will be able to make new investments with a lot less competition. The people of China finally spoke and were heard about the COVID policies and eventually they will speak and be listened to about the economic policies as well.
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