2022年5月9日星期一

r/investing - Comment by u/Character-Owl-6255 on ”The biggest growth narratives for China”

r/investing - Comment by u/Character-Owl-6255 on "The biggest growth narratives for China"

🔥 Save unlimited web pages along with a full PDF snapshot of each page.
Unlock Premium →

I'm a huge believer of the narratives that Ray Dalio puts out on the transition of power from the US to China. Likewise, I think megacorps will continue to reign supreme in both regions

Consequently, I don't think it's wise to hold just US megacorps, but in both regions.

So far, I'm aware of KWEB, which I currently hold in addition to QQQ, but if there was some combination with the additional exposure of more robotics oriented, ecommerce, and fintech oriented companies, that would be ideal

A question very much related to this is, how are people investing in the best growth beliefs in China? Are there any growth beliefs in China that seem like a facade, or that are underappreciated?

Source: https://www.reddit.com/r/investing/comments/lrj5wg/the_biggest_growth_narratives_for_china/
This web page was saved on Tuesday, May 10 2022.

Upgrade to Premium Plan

✔ Save unlimited bookmarks.

✔ Get a complete PDF copy of each web page

✔ Save PDFs, DOCX files, images and Excel sheets as email attachments.

✔ Get priority support and access to latest features.

Upgrade now →

没有评论:

发表评论