SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?


To: Madharry who wrote (54536)4/4/2022 11:24:58 AM
From: Trader J  Read Replies (1) | Respond to of 56484
 
China: I still haven't repositioned in China. I have a little BABA in a couple of other accounts but still haven't gone back in from everything I liquidated before. I did consider rolling back in on that big day of capitulation last month. Would have been a great opportunity. That said, even if I did reestablish, it would be for a very small % as I believe the story has changed too much with too much govt. interference. Makes it very difficult to get clear visibility. On potential and 'value' alone, I like a lot of the primary plays but I just don't know what is going to happen to the sector next from a delisting or Chinese govt. standpoint and the existence of that violates one of my primary investment tenets about holding positions when the story changes too dramatically.

That all said, something I have seen work over and over again is how you can usually invest in the whatever is most out of favor at any given time if you have the patience to wait. There are a lot of "babies" in the street when the bathwater is thrown out and whether it is energy, oil, China, financials, REITs, tech, spec., etc. etc., whenever something is very out of favor and left for dead, entering and waiting can be very profitable.



To: Madharry who wrote (54536)4/4/2022 11:59:45 AM
From: Elroy  Read Replies (1) | Respond to of 56484
 
I also like China tech stocks as a "rebound play".

Unfortunately I only really know the big big big names, like BABA.
Is there a Chinese tech stock ETF? I seem to recall someone posting about that somewhere. I'd happily own a basket of the 20 largest Chinese tech stocks.