China - LONG Term Growth Play - SHCOMP Index

2020년 12월 2일

Western Indexes low yield, low growth from a prolonged contraction via pandemic and weak economic growth, go East young man/woman.. go East!

Shanghai Composite index... giant sideways consolidation, Triangle, channel.. may see more sideways before a breakout, but once it does.. it will outstrip any North American or Europe Index.

Add to the fuel China's growing middle class, Asian indexes will over take North American exchanges in the next decade, similar as US exchanges overtook Japan from their High flyin' 1980's

Upside potential, anywhere from 100% to 2000% LONG Term

Present time Neutral to LONG .. any pull back to 2250-2000 would be a possible swing entry.

2020년 12월 13일

액티브 트레이드

'The unrelenting pace of inflows heading for China’s bonds and stocks has one yuan bull predicting the currency could strengthen to a level not seen in nearly THREE DECADES.'

bloomberg.com/news/articles/2020-12-12/relentless-china-inflows-spur-call-for-strongest-yuan-since-1993?srnd=markets-vp

2020년 12월 13일

액티브 트레이드

Ray Dalio sees the need to have “a significant portion” of its portfolio in Chinese assets for long-term diversification and shorter-term tactical trading purposes.

bloomberg.com/news/articles/2020-11-02/ray-dalio-is-bullish-on-chinese-bonds-on-growth-and-yield-bet

2021년 2월 7일

액티브 트레이드

China Hedge Funds Add $200 Billion, Trouncing Wall Street Rivals bloomberg.com/news/articles/2021-02-07/china-hedge-funds-add-200-billion-trouncing-wall-street-rivals "The nearly 15,000 funds offered by Chinese managers returned 30% on average last year, with the best-performers surging 10-fold, according to Shenzhen PaiPaiWang Investment & Management Co. That dwarfs the average 12% gain for hedge funds globally."