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

To: Rarebird who wrote (3100)	12/29/2021 8:35:36 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10711

Thanks. That is a lot of divs for a day...and also seems to be reason for KURE's drop. Speaking of dividends, Tencent is going to divest of its investments in one of the major Chinese web companies (I forgot which one, but they trade publicly). The divestment will be a special dividends to the shareholders. I can't remember if they will pay the dividend in shares or cash...I think it was in shares, but I'm not following the Chinese equities in detail since I don't plan on holding any for while. There is a risk, and I think a fair one at that, for the US listed Chinese companies to be delisted. And I think many people think that is a non-issue because they can trade it as OTC or pink sheets. But they are mistaken. Just look at what's been happening with DIDI since they announced their delisting. If I were to invest in China, firstly I'd invest in A-shares rather than in the US listed ones. And secondly I'd pick sectors that are favored by the government such as hard tech and green tech. The one exception may be BABA. If/when BABA hits double digits, I am guessing somewhere between 70 - 90, then it may be worth it to gently go against the tape, depending on what else is going one. This view is based on BABA's efforts to restructure and realign their business to better handle regulatory pressures. Even so, the risks remain high due to VIE structure.