@asklivermore Not sure if analysts call are accurate. Rather better look at what the fund are actually buying instead. BOA has so many SELL call at the bottom while BUY call at the top.
@MothershipSG Agree that no one should play with racial card as we have peace and happily living together. But I still dont support the CECA nonsense that our government signs with India.
@BrianTycangco Many haven't factored in that HK has overtaken Switzerland as the World No 1, Wealth Management Country. Where will all these money flow to? A fair amount will be in CN tech as well as stable high dividend paying stocks listed in CN and HK
@BrianTycangco As long as we are buying at undervalue price, we can hold wait for the rotation to be revalued to their fair value. Chinese tech are definitely cheap as compared to the US.
The challenge is also the China government want a slow bull. State fund has been selling too.
@EquityBrian China banned the buying of H20 and H200 with BABA using more of their own chips may lower cost and improve margin. Chinese style is always aggressively ramp up capacities and subsidies for customers to increase demand..Then obtain economic of scales