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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (2318)	9/16/2021 5:49:54 PM
From: Jacob Snyder	Respond to of 10601

Thanks for that excellent article. Where did it come from?

To: Sun Tzu who wrote (2318)	9/18/2021 1:00:53 PM
From: kidl	1 Recommendation Recommended By Lou Weed Read Replies (1) \| Respond to of 10601

Tesla's Elon Musk Gives Much Credit To Chinese Automakers Tesla's Elon Musk Gives Much Credit To Chinese Automakers (insideevs.com) The comment to this video which perfectly echoes my thoughts: *William* • 19 hours ago Feels like someone is pointing a gun at him behind the camera.

To: Sun Tzu who wrote (2318)	9/24/2021 7:59:03 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 10601

In addition to the crackdown on internet companies and after-school tutoring centers, authorities have ordered online video game companies to restrict children to playing three hours a week. Speeches by President Xi Jinping have emphasized the goal is “common prosperity,” or moderate wealth for all, rather than some. Education is just one of the so-called three mountains that Chinese authorities are tackling. The other two are real estate and health care, all areas in which hundreds of millions of people in the country have complained of excessively high costs. In the last 20 years, corporate profits have largely gone to property developers and companies based on internet platforms, Liao said. In light of new policy priorities, he said, it’s important for investors to distinguish between internet-based businesses and those developing more tangible kinds of technology like hardware — even if both kinds of companies are loosely referred to as “tech” businesses in English. With the U.S. now under President Joe Biden and bent on competing with China, Beijing is increasing investing in an ambitious multi-year plan to build up its domestic technology ranging from semiconductors to quantum computing. The “China market can still offer attractive investment returns for global investors, and the challenge lies in identifying the potential future winners amid China’s rebalancing,” Bank of America Securities analysts wrote in a Sept. 10 report. They pointed to a shift over the last two decades in the largest Chinese companies by market capitalization — from telecommunications, to banks, to internet stocks. Going forward, they expect greater regulation on internet and property industries, “while advanced manufacturing, technology, and green energy related sectors will be promoted.” The bank listed a few contenders for “future winners.” Sportswear: Anta Health care: Wuxi Bio Electric vehicles and and EV battery: BYD Lithium in new materials: Ganfeng Renewable energy: Long Yuan Tech hardware: Flat Glass “Certain industrials sectors that we currently do not cover could also have promising opportunities,” the analysts said. Future of investing in China For Chinese after-school tutoring companies that once attracted billions of dollars, they’re now trying to survive by building up courses in non-academic areas like art or adult education. Those in the industry say it’s an uncertain path that has a market only a fraction of what the companies used to operate in. SoftBank is waiting for clarity on the regulatory front before resuming “active investment in China,” its Chief Executive Masayoshi Son said in an earnings call on Aug. 10. “We don’t have any doubt about future potential of China ... In one year or two years under the new rules and under the new orders, I think things will be much clearer,” Son said, according to a FactSet transcript.