opinions on China's stock market?

[luisHK]

If they are that patriotic China wouldn't need to restrict capital outflow.

In China when you have wealth u try not to put too much of your money where your mouth is. That s probably true in other countries as well, minus the strict capital control and the little choice on where to put your mouth.
Long China here, but without any conviction. Thanks OP for ur analysis btw

 

[Baozi]

In China when you have wealth u try not to put too much of your money where your mouth is. That s probably true in other countries as well, minus the strict capital control and the little choice on where to put your mouth.
Long China here, but without any conviction. Thanks OP for ur analysis btw

thanks!

 

[charliewins]

The a share market is different from US market. You need to be a short term trader to win money.because shanghai index never goes bullly for more than two years even though China economy has been rising for 30years. So if china economy still goes up for another 20years you will still have a good chance to lose money

 

[AKUMATOTENSHI]

The problem with this level of analysis (and OP's) is that it assumes rational actors (that is: a "trend up" will eventually follow a "trend down" given some predictable economic factor).

The truth is China is run by an authoritarian dictator named Xi. At his command (and we recently saw) they can hose their currency to strike back against what they perceive as a slight. Xi can order the entire market to go one direction. More saliently, despite "having numbers" on the Chinese economy, no economist has been able to verify the numbers given by China and there is no public auditing process. This means (most likely) their economy is manipulated regularly and the numbers are forged.

I wouldn't touch China with a 10 foot pole. There's risk, and then there's betting for/against a guy who can just change the rules when he doesnt like what you're doing. It's like playing monopoly with a 7 year old. The second they start losing they change the rules so they get back to winning again.

Agree .....The Chinese Market will be driven up by any means. The Central Party leadership will not allow any thing else. If need be a public works project like the three gorges dam can be initiated overnight of need be. China needs a new consumer market and the African continent would be the first choice

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