Why do I invest in China?
Recently, many people have asked me why I am still interested/or invested in $BABA, $TCEHY, $JD, $NIO and any Chinese stocks. Why not sell?
Here's why π
Recently, many people have asked me why I am still interested/or invested in $BABA, $TCEHY, $JD, $NIO and any Chinese stocks. Why not sell?
Here's why π
Firstly, I am a Chinese, and I think I inherently have an edge when looking at Chinese companies because of the Chinese language. I have been following the Chinese government for a while too.
Therefore, I am willing to take some educated bets.
Therefore, I am willing to take some educated bets.
Secondly, these companies are all great companies IMO. They have strong fundamentals, and if the biggest risks is the government cracking them down, I am happy to live with that. They are (somewhat) discounted too btw.
Thirdly, I am still young, and if this ultimately prove to be an investing mistake that I made, I can always learn from it and move on. Everyone is in a different life stage so please invest accordingly.
Fourthly, I am happy to live with the risks because I believe with appropriate positioning (according to your risks), the risk/reward that Chinese tech stocks are offering is great. For me, i put around 25-30% in China.
At the end of the day, invest according to your risk appetite and invest in things that makes you feel valuable and happy!
Everyone can made different investing choices, and many can do great at the same time.
Hope you all the best in your investing journey and God Bless!
Everyone can made different investing choices, and many can do great at the same time.
Hope you all the best in your investing journey and God Bless!
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