AEHRAT @AEHRAT: "📞𝗪𝗲 𝗵𝗮𝘃𝗲 𝗽𝗹𝗮𝗰𝗲𝗱 𝗯𝘂𝘆 𝗼𝗿𝗱𝗲𝗿𝘀..."

Germany

📞𝗪𝗲 𝗵𝗮𝘃𝗲 𝗽𝗹𝗮𝗰𝗲𝗱 𝗯𝘂𝘆 𝗼𝗿𝗱𝗲𝗿𝘀 𝗳𝗼𝗿 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝘁𝗲𝗰𝗵 𝘀𝘁𝗼𝗰𝗸𝘀.  Why and which ones do we have in mind?   I see the current negative sentiment as a good opportunity because China will continue to grow in the future.  There is a big gap between company valuations and the real economic situation.  When the comeback of a rally will come and foreign investors will trust the market again is uncertain, but it seems very likely that the rally will come.  Nobody is invested in the market at the moment and valuations are at the bottom.  + As always, I am looking at the innovative strength of companies, which is very strong.  + The Hang Seng Index is trading at a P/E ratio of 7. By comparison, you have to pay a lot more for the seven largest US technology stocks with a factor of 30. + The latest inflation data are the first indication that the Chinese economy is picking up speed again. + Prices have now priced in a lot of negativity, so there could be opportunities for courageous new entrants. + President Xi declared the problems to be a top priority. A state fund is to expand its holdings in listed funds, and further measures are likely to follow soon. (The amount is not enough for me, but the direction is right). 🇨🇳⚡️🇺🇸However: - With supply bans on semiconductors, the USA is keeping Chinese competition at a distance; the world is said to be dependent on chips "Made in USA". If Trump wins in November, further and even tougher trade sanctions will probably only be a matter of time.   The risk should be spread across several individual stocks and the focus should be on the large, established stocks. These include tech stocks such as $WB (Weibo Corp-ADR) $BABA (Alibaba-ADR) $NTES (NetEase Inc.-ADR) and $0700.HK (Tencent)   In my view, Tencent and $01211.HK (BYD Co Ltd) have the best long-term chances of price gains.     Please note, in order to keep the article short, the arguments are a slimmed-down version of my decisions.  Please ask for more detailed background information.   Your Tech-Investor AEHRAT Disclaimer: All information provided here is from my own analysis and does not constitute general investment advice

5 Mentioned

BABA

NTES

0700.HK

01211.HK