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

To: Sun Tzu who wrote (3103)	12/29/2021 9:36:50 PM
From: Rarebird	1 Recommendation Recommended By Cogito Ergo Sum Read Replies (2) \| Respond to of 10712

Very well put. In short: US and China are in a cold war. It is a war the US cannot win long term, but they can produce heartache and problems short term. I always felt Singapore was the center of Asian trade due to the fact that the regions best banks were in Singapore. Tencent is a very cheap stock, fundamentally speaking. Fair value is almost a double from current levels. It is tempting to go long Tencent, but I have refrained. The day Didi got delisted, Tencent only fell 2.5% in contrast to Chinese Fintrchs that were down anywhere from 10%-16%. Chinese A shares were flat to slightly up on the session. But sentiment hurts them too. I was a little surprised and very disappointed that Biden couldn't tone down hostilities and remove tariffs with China like he did with the Europeans.