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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (68390)	8/20/2021 8:11:30 AM
From: E_K_S	Respond to of 78748

Hang Seng Tumbles Into Bear Market After China New Data Privacy Law Sends Tech Stocks Plunging For now, just do not trust China China's most powerful legislative body, the Standing Committee of the National People's Congress, passed the Personal Information Protection Law that will go into effect on Nov.1, according to FT. The move sent tech stocks plunging and leaving investors bewildered over the intensity of Beijing's regulatory crackdown that has slammed countless sectors.

To: Madharry who wrote (68390)	8/27/2021 2:48:44 AM
From: petal	Read Replies (1) \| Respond to of 78748

I agree with you here Madharry. To me, it appears to be the case that the China issue is mostly a media construction. (I could well be wrong though.) The way I see it, all the risks were there before too – everyone knew that China was China – and now that everyone has "re-realized" it, the prices of their securities are (slightly) cheaper, and thus a better buy. The market has now become less risky, as the risks have already materialized. (Just my view.) I think this is probably "the time to invest and get rich", as Buffett put it in 1974. This is one of the few cases where I prefer to just buy an index than pick stocks though. The political risk does seem a little high when picking individual issues, especially if one is choosing from a basket of much-talked about companies like BABA. One stock I may invest directly in, however, which I haven't seen mentioned here, is Sohu.com (SOHU). This is a special situations case which may or may not be of interest to some of this thread. It's in part a gaming co, which is off-putting to me. They are in the process of selling their search engine business to Tencent, which would be the main value-realizing event, and would make the co. less scattered. The guy running the outfit, Charles Zhang, strikes me as an intelligent, honest-seeming guy too. But I'm not quite sure how to value it, so I'm a little hesitant to bet on it. I got the idea from a Swedish investor who did a good write-up on it here: jakten.blogspot.com (I'm sure that one can google translate it reasonably well!)