Wong Kok Hoi of APS Asset Management, a China-focused Singapore hedge fund, believes investor sentiment in China is at its most bearish in two decades, and the ‘conditions are in place’ for a multi-year rally.
Wong Kok Hoi of APS Asset Management, a China-focused Singapore hedge fund, believes investor sentiment in China is at its most bearish in two decades, and the ‘conditions are in place’ for a multi-year rally.
Chinese officials are 🤡
They are sleeping while their country is sinking.. hopefully they will implement concrete measures in by 2050’😂
This guy is delusional,I don’t see China making her way back,at least not till 2030.
There’s a saying in Chinese: “Funny mud pee.”
A couple of trillion RMB stimulus packages are coming in China
Waiting for it. I lost 30% of my wealth built in the last 12 years in China just in the last one year.
I lost 75% of my wealth the past 4 years in Chinese stocks. Absolutely disgusting price action. Just keeps going down
@@rune54321damn that is so rough. what were the points that atttracted you into going all in on China ?
@@sellingadvil9844 Crazy growth and cheap valuations that apparently got cheaper
@@rune54321 stocks of which company?
Hang Seng index increased 16% since the beginning of 2024, or 18.47% for the past year.
Valuations are cheap but no one is excited. Investors have lost confidence after the alibaba crackdown and it will take a while before they get it back, if ever. Which is a shame, because if China used a different approach, all the tech and innovation out of there wouldn’t be discounted so much.
The west are also cracking down on big tech so whats the difference?
China stocks have always been volatile.
isn’t this guy few months ago said Chinese stocks were overvalued?
Yup. He said that cuz the Chinese government didn’t do anything on what was going on, but they are doing sth right now. However, I still don’t believe in the Chinese stock market and the government, stay away from it it’s a bull market for me.
Chinese people consider the stock market as a casino. He should know that.
So confused
Collapsed -> almost collapsed -> far from collapsing -> bull run -> super bull run
all in several months
Just ignore the “collapse people”.
According to some dude by the name of Gordon Chang, China has collapsed a few times already since last century.
Economics is meaningless. They have a lot of data, some are good, some are bad. If you choose to report the good data, you will get a good result. If you choose to report the bad data, you will get a bad result
😂😂😂
He should know Nikkei was stagnant for years…..
There is a need for u to know Japan has no control over their fiscal policy and political system. They have to listen to US. Remember when Japan tried to raise interest rate and Wall Street crashed. Yellen immediately warned Japan and forced them to change their decision. Do not compare a country without sovereignty to China.
If this guy’s prediction of a 10-year long bull run is accurate, then there’s no urgency to get in now. It will not too late to jump in when after a year of bull-run has happened. You would still have 9 more years of explosive returns left. In other words, don’t volunteer to be a ginea pig.
A Bull Run in a China shop?
Is it a collapse or a bull. Please make up your mind.
@CNBCInternationalNews
Longer than a decade, and not just China
So what if it collapse. Surly it will recover its self like all economies do eventually. Stop waiting for collapse to happen because it does not mean that a country is Done for it. The hole country won’t disappear like you hope your problems do
Forget China lost 70% investing in Alibaba, Baidu, NIO, Im all in for Nvidia, Microsoft, Palantir, Google
Don’t look backwards.
Look forward.
The mag 7 is done and it’s valuation are RIDICULOUS.
Remember the tech crash in 2021/2.
All things that go up will come down and vice versa.
Those who bought Chinese big tech in 2014/5 had lost big.
China would not allow oligopolies.
you are on the way to loose another 70%
I agree with this fellow’s sentiment. China is now very competitive or leading in most of the key areas, and dominates supply chains and many materials. It has set itself up to strongly succeed in its relationships with countries in the Global Majority.
China will dominate in the next level of the Industrial Revolution involving advanced technologies (5G+, 6G, robotization, green technologies and energy, etc. At the same time it can garner a lot of its growth through harnessing its own domestic consumers plus consumes in closely affiliated countries).
All the while, the US and the EU will further give up more control.
I’d strongly bet on China at this point. But there are unknowns. If the US$ corrects 40% against the yuan (I.e., has a major collapse), how will that affect China?
He knows nothing about china.
Neither do you because china is a porcelain dish.
They need people to hold the bag
Longer than a decade not certainly not China
Maybe he has big clients from China
People just speak for themselves
Bro work for CCP
sure China has big potentials for a long bull run but sending economics to prison that speak the bloody truth is a big red flag my brother. So either Xi gets a grip or China could collapse in other markets too
I always laugh at these analysts who treat the Chinese stock market like it’s a normal market that obeys normal market rules 😂
china stocks have 30-40% cash on their sheets. crazy.
As China takes the lead in renewables and EVs, establishing itself as the backbone of the next global Industrial Revolution, its economy and stock market stand to reap significant benefits.