Chinese Economics Thread

tphuang

tphuang

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KYli said:
Old generation of Singaporean government officials probably won't sanction Chinese money. However, newer and younger generation of Singaporean officials could well be persuaded with enough threats and incentives. Russian billionaires were told not to anchor their ships at Singapore and were forced to anchor their ships at Hong Kong for a few months before finding a new destination that is safe for them to anchor.
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Russians are not Chinese. Singapore continue to import record number of ethnic Chinese people from mainland, Malaysia & surrounding region every year because nobody wants to have kids in Singapore.
If there is one country Singapore cannot afford to offend, it is China.
KYli said:
As for sanctioning Hong Kong, that would be very risky move. Hong Kong is very powerful and influential financial center that is very important to many major banks including those in Wall Street and London. Forcing Hong Kong to comply with some US sanctions is possible but Hong Kong is unlikely to do the US bidding especially with China's watching closely. Sanctioning Hong Kong could also disrupt world trades and financial system. It could spend the doom of Dollar's hegemony.
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HK is under China's control. Who in their right mind would think it's possible for HK to impose sanctions on China? Let's not make America out to be that powerful, okay?

Anyways, I would say this is a pointless argument since we are on a Economics thread, so let's move onto something else.
 
tphuang

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Alright, let's get back to actually talking about Chinese economics.

Here is a question, if you were to invest in 5 Chinese companies right now (must on currently on the stock market). Who are they and why?
 
siegecrossbow

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tphuang said:
Alright, let's get back to actually talking about Chinese economics.

Here is a question, if you were to invest in 5 Chinese companies right now (must on currently on the stock market). Who are they and why?
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New York listed or Shanghai/Hong Kong listed?

My pick would be Huawei, YMTC,BYD, Baidu,Wuliangye.

First two because due to tech war they are forced to innovate and improve and will have ample funding going forward because China will get cut out of the semi chain. That and I really want to make my Carl videos.

BYD because it is on a roll cornering EV market around the globe. And it is vertically integrated so it is very difficult to disrupt.

Baidu because even though Ernie bot is pretty much junk now, it is not only a completely domestic effort (no way a ripoff model could generate something as obscene as a squirrel bonking a fish) and after training for several months it'll become somewhat useful. They have a head start cornering the Chinese language market for ChatGPT style bots.

Wuliangye because it will never devalue no matter what.
 
tphuang

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siegecrossbow said:
New York listed or Shanghai/Hong Kong listed?

My pick would be Huawei, YMTC,BYD, Baidu,Wuliangye.

First two because due to tech war they are forced to innovate and improve and will have ample funding going forward because China will get cut out of the semi chain. That and I really want to make my Carl videos.

BYD because it is on a roll cornering EV market around the globe. And it is vertically integrated so it is very difficult to disrupt.

Baidu because even though Ernie bot is pretty much junk now, it is not only a completely domestic effort (no way a ripoff model could generate something as obscene as a squirrel bonking a fish) and after training for several months it'll become somewhat useful. They have a head start cornering the Chinese language market for ChatGPT style bots.

Wuliangye because it will never devalue no matter what.
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listed anywhere

I don't think Huawei is listed anywhere

My top 5 are:
BYD - obviously (already invested a fortune here)
SMIC - I think they will corner Chinese high end market in a few years and that's a huge market
Wuxi Biologics - Seems like the most promising of the biotech/Pharma companies & most likely to find new drug that will cure all the hard to treat disease out there
NAURA - the most promising of the SMEs and that will be a huge market, huge growth opportunities ahead
Longi - Most promising new energy company in terms of their ability to control solar supply chain and for quickly moving into hydrogen. I also really like Sinopec's approach in H2 and chemicals, but they are not really growth stock.
 
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tamsen_ikard

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tphuang said:
Alright, let's get back to actually talking about Chinese economics.

Here is a question, if you were to invest in 5 Chinese companies right now (must on currently on the stock market). Who are they and why?
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PinDuoDuo - Just launched Temu, the fastest growing ecommerce site right now in western countries. It has the potential to takeover the world in ecommerce

Nio - Battery swapping is the only Electric Car that could go mainstream. Every other Implementations are just niche that will never be able to beat the simplicity of Gas stations filling up.

SMIC - Already sanctioned and thus bottomed out in terms of shocks. The only viable semiconductor company in China

Xiaomi - Will become the new Samsung of the world. They are making every kind of electronic products out there and gaining market share

Meituan - Its founder is considered the most aggressive CEO out there. He beat 200+ copycats and created a dominant company. Meituan will become powerful if it goes global
 
siegecrossbow

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tamsen_ikard said:
PinDuoDuo - Just launched Temu, the fastest growing ecommerce site right now in western countries. It has the potential to takeover the world in ecommerce

Nio - Battery swapping is the only Electric Car that could go mainstream. Every other Implementations are just niche that will never be able to beat the simplicity of Gas stations filling up.

SMIC - Already sanctioned and thus bottomed out in terms of shocks. The only viable semiconductor company in China

Xiaomi - Will become the new Samsung of the world. They are making every kind of electronic products out there and gaining market share

Meituan - Its founder is considered the most aggressive CEO out there. He beat 200+ copycats and created a dominant company. Meituan will become powerful if it goes global
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Darn I swap Huawei for Pinduoduo. I shill for Temu too much but I forgot.

Also I swap Wuliangye for ByteDance because screw those losers.
 
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