China & hk stocks/ etfs

[stanlawj]

Last post on this as I do not want to hijack this thread.

In the event of a bad recession in SG, this is the SOP

1) Cut ADSB to ensure that the property market does not collapse.
2) Implement a nation wide paycut via a cut in the Employer CPF
3) Devalue the SGD so that it becomes substantially cheaper for foreign companies to set up shop in SG
4) Draw on the reserves to implement packages to ensure companies continue operating in SG

Imported inflation is a distant secondary consideration in such a situation. The focus will be on businesses, not the eonomic well being of citizens.

On your wealth, you should expect to take a loss in your SGD assets to help in nation building. If the recession is a short one, this will be a temporary paper loss. If it is a protracted one like Japan [China ?], then you will have eat subtantial realised loss if you want to migrate to a place with better economic prospects.

No need to lose money if you learn to short stocks or futures like aurvandil.

 

[apple459721]

 

[d9_lives]

It's beautiful.
Looks like I will have the 2nd feast with comrade xi.
Hope it'll be more epic than the 1st.

Who else is coming?

 

[stanlawj]

BTFD the China bull.
Signal from silver market is loud and clear.

It's beautiful.
Looks like I will have the 2nd feast with comrade xi.
Hope it'll be more epic than the 1st.

Who else is coming?

US Fed is trapped, while China is free to stimulate!

 

[boringLife-]

It's beautiful.
Looks like I will have the 2nd feast with comrade xi.
Hope it'll be more epic than the 1st.

Who else is coming?

What you have? I bought 3188 and 588000 on the 8th and 11th now down 13%

 

[1.koln]

BTFD the China bull.
Signal from silver market is loud and clear.

US Fed is trapped, while China is free to stimulate!

What's the correlation between Chinese stocks and silver market?

 

[stanlawj]

What's the correlation between Chinese stocks and silver market?

China is the biggest buyer of silver for industrial use.

Here's an example: LULULEMON
https://www.lululemon.com.hk/en-hk/c/community/fabric-and-technology/silverscent
Look at all the water filters using silver: https://www.alibaba.com/countrysearch/CN/water-filter-silver.html

Biggest use is actually for solar panels. China is the biggest installer in solar power and also the biggest exporter of solar panels.

I'm unable to embed a chart now. The lows in USD silver price from 2008 onwards correspond to nearby lows in Shanghai SSE A-shares index.

 

[TehSi99]

It's beautiful.
Looks like I will have the 2nd feast with comrade xi.
Hope it'll be more epic than the 1st.

Who else is coming?

Which stocks have you bought?

I have bought AIA and Ping An few months back. Sitting on a small small profit and no intention to sell yet.

 

[d9_lives]

I've 200 calls on 0700 and another 100 on baba. And will add more.
If they bounce, I will be dancing 裸奔

@boringLife- @TehSi99

 

[dontwastetime]

China's Housing Ministry Holds Briefing With Investors on Watch for More Stimulus​

• To widen credit support under “white list” program to 4 trillion yuan
• Aiming to renovate 1 million houses in “urban villages”
• Housing market measures have made an impact so far, Ni says

• Shares of Chinese developers slide as briefing underwhelms​

 

[stanlawj]

China's Housing Ministry Holds Briefing With Investors on Watch for More Stimulus​

• To widen credit support under “white list” program to 4 trillion yuan
• Aiming to renovate 1 million houses in “urban villages”
• Housing market measures have made an impact so far, Ni says

• Shares of Chinese developers slide as briefing underwhelms​

Briefing sounds fine and good for real economy. Parasite economy didn't get what they wanted.

 

[sky1978]

China is the biggest buyer of silver for industrial use.

Here's an example: LULULEMON
https://www.lululemon.com.hk/en-hk/c/community/fabric-and-technology/silverscent
Look at all the water filters using silver: https://www.alibaba.com/countrysearch/CN/water-filter-silver.html

Biggest use is actually for solar panels. China is the biggest installer in solar power and also the biggest exporter of solar panels.

I'm unable to embed a chart now. The lows in USD silver price from 2008 onwards correspond to nearby lows in Shanghai SSE A-shares index.

Copper will do the same if not a better job as a water filter. I think the problem with China is that they seldom use copper piping for their water system.

https://blog.eoscu.com/blog/silver-...t=So who wins when it,any of our food sources.

https://cupron.com/copper-vs-silver...ccording to the EPA, the,Michels, H.T., et al.

 

[stanlawj]

Copper will do the same if not a better job as a water filter. I think the problem with China is that they seldom use copper piping for their water system.

https://blog.eoscu.com/blog/silver-vs-copper-which-is-the-better-biocide-2#:~:text=So who wins when it,any of our food sources.

https://cupron.com/copper-vs-silver-which-is-the-best-antimicrobial/#:~:text=According to the EPA, the,Michels, H.T., et al.

Copper has never dipped below $4 again since Aug 2024. Also below

Now consider the transport electrification and nuclear "powerization" of China, and what it will do to USD-denominated oil imports and hence CNY currency strength?

 

[sky1978]

Everytime reach a high there will be massive sell off. Very bad for long term holders.

Once you missed the exit point, it takes like a decade for it to climb back

You shouldn't be fixated on a single point/price, just use a range to start selling. Selling everything at the peak is mostly pure luck.

 

[sky1978]

Copper has never dipped below $4 again since Aug 2024. Also below

Now consider the transport electrification and nuclear "powerization" of China, and what it will do to USD-denominated oil imports and hence CNY currency strength?

I am not saying copper is a good buy. I am trying to say that the use of silver as an anti-microbial tool is an expensive marketing gimmick. Copper can do the same thing at a much cheaper price.

 

[stanlawj]

I am not saying copper is a good buy. I am trying to say that the use of silver as an anti-microbial tool is an expensive marketing gimmick. Copper can do the same thing at a much cheaper price.

Not true. Silver >> Copper for antimicrobial effect.
I only buy water filters with silver ions as antimicrobacteria, not copper. Furthermore, you don't see sports clothings marketing as copper for antibacterial.

 

[stanlawj]

Previously for foreign stocks trade: long India & Japan, short China.
Now it is reversing. Money flowing out of Indian stocks. And go to where?

https://www.bloomberg.com/news/arti...ad-for-biggest-monthly-outflows-in-four-years

Indian Stocks Head for Most Monthly Foreign Outflows in 4 Years​

16 October 2024 at 13:24 GMT+8

Overseas investors sold Indian stocks every trading session this month, taking the net outflows to the highest since March 2020.

 

[limster]

Not true. Silver >> Copper for antimicrobial effect.
I only buy water filters with silver ions as antimicrobacteria, not copper. Furthermore, you don't see sports clothings marketing as copper for antibacterial.

waste of money in Singapore and most developed countries. you don't need to remove microbes from Singapore tap water. most locally sold water filters in SG are overpriced anyway.

I use 3m water filters because the replacement catridges are cheap, but mainly for chlorine removal and removal of rust/sediment from pipes. as Talking Point/CNA points out, the best way to reduce microbes in your water filter is to change them reguarly... which is easy to do with cartidge replacements are cheap...

 

[Jirachi]

\

You'll know within a few more days.

Will they report the buy/sell ratio?

 

[Jirachi]

Copper has never dipped below $4 again since Aug 2024. Also below

Now consider the transport electrification and nuclear "powerization" of China, and what it will do to USD-denominated oil imports and hence CNY currency strength?

Petroleum is still needed to make almost a lot of things today. Another one talking rot.