Nick Ferres, Founding Partner & CIO of Vantage Point Asset Management, discusses the firm’s China investment strategy amidst the country’s waning growth momentum.
Bullish on Chinese stock earlier in the year, fund manager explains why he has turned bearish now
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Lol, how could you ever be bullish on poor China?
maybe because Chinese people have 12 trillion dollar in saving while Americans only have 800 billion dollar in saving. Or maybe because every thing is made in China. How bad can it be?
Maybe because they dominate the export market, and they’re always at a trade surplus?
It’s like saying how could you ever bet on Michael Jordan or Maradona :))) Funny american hillbilly-investors….sitting in a swamp and throwing cockroaches on the paradises of these world (China, Russia, Brasil)….so funny! But also sad because 2001, 2008, 2020, the next armageddon is waiting for ya and it will be bigger, then all of the three before combined 😉 I will sell you some Alibaba shares for 1000 USD per share then….maybe
@@godzillamothra5983 really? For sure because of their non-financial corporate debts as the largest 28% share of the world per IMF stressed test.. You’re welcome coz you keyboard warriors always get lost in the midst of the chaos.. Don’t reply by changing the topic..
@@godzillamothra5983 That’s because Americans own far more properties and stocks that go up in value. In poor China however the housing market is going down the ditch and the stock market only goes side ways. 😁😁
Being a contrarian is often a good strategy to find opportunities. But China outlook really is going from bad to worse. Shanghai index is trading flat since 2016(!)
Inside China Business
China is completing a Global ports network for the BRICS economic block