When others fear the winners buy

Signs of bottoming in HK China.....rewards better than risk

when hedge funds that long China short Japan go bankrupt, its time for China to act.

when hedge funds that long China short Japan go bankrupt, its time for China to act.

China will make sure those shortlists are punished

China has plenty of tools. ...and most important, China is not collapsing

Indicative of the state of world economy

Taiwan’s Ministry of Economic Affairs said on Monday export orders plunged 16% in December from a year earlier. Orders from the US were down 21.6% while those from Europe fell 39.4%. Orders from China, the second biggest source of orders, fell just 3.5%

I just think there is a big divorce between real economy and virtual economy ie stock market. U think this is first time meh? It happens all the time every where. Some more this time, it is clouded by geo politics.

stock market down every body think of the worse.
stock market up, everybody think of the best.

dog wagging the tail or tail wagging the dog?

in geo politics terms, of course western mainstream media wants u to believe China die already sure collapse. or at least influence it to collapse.

PM can quit, but Australia committed to waste money on submarines. lol

China no inflation because it's a very competitive place with over capacity in every thing. People say this is Japan 2.0 but it is not.
America inflation is caused by price gorging because too many monopoliese

Taiwan exports to USA and Europe down in 2023 far more than China.
Even Singapore exports to USA and Europe also down.
That is the real international economy

America stock market up
China stock market down
But if China economy really collapse America economy can do well meh?

I just think there is a big divorce between real economy and virtual economy ie stock market. U think this is first time meh? It happens all the time every where. Some more this time, it is clouded by geo politics.

There are the short termers and virtual economy

There are the long termers and the CCP planners

https://www.youtube.com/watch?v=gRWzIVSbAAM

China debts. City debts............... people can see where the money go to, people can touch it, benefit from it.

America debts...............GDP 10 trillion usd at 2000 to 24 trillion now, US Federal debts at 34 trillion usd now, not even counting city debts....where did the money go? most of it disappeared into wars of all sorts. people benefit from any of that?

https://www.youtube.com/watch?v=gRWzIVSbAAM

Interest rate go south is ok the poor people will not complain if interest rates go south


why u want interest rates to go north when there is no inflation in China?

Malaysia brain migrations continue...
++++



My children says half their schools mates are in Singapore

China is so far ahead of Anglo Saxons in infrastructure it is scary.

The age of liberal is over. The age of China has just begun

China will continue to produce stuffs that benefit the world and increasing with own brands and own technology.. that is how China escapes from the middle income trap

Malaysia can do the same?

Trump will win and be president. And nobody can predict what the madman will do.

Biden try to copy China in having industrial policy. But America will fail

America has lost
Just wait for 2030 I think by then there will be revolution in America

Interest rate go south is ok the poor people will not complain if interest rates go south

EV is a good example. China will disrupt existing industries. if America don't want to buy, China and rest of the world is a big enough market. And China will continue to produce stuffs that solve people's real problems at an affordable price

Jeff. Why are u looking for financial engineering ? China is advancing not by financial engineering but by upgrading science and technology and Xi jinping make in China 2025. .... America is running scared but nothing America can do.

not like america which only want to keep wall street happy and the elites happy.

but China is a socialist country . Their decisions are always based on the collective good and helping the poor.

some more, property taxes in China are very low, and property taxes in America are very high.
If they want to increase city revenue, plenty of tools they can use to increase revenue.

If the CCP want to pump in money from Beijing to chunking, u can stop the CCP meh?
If the CCP want to cancel debts from chunking to Beijing, u can stop Beijing meh?


city debts of China are very solvable.

japan? Japan introduced democracy in the 1990s and after that, Japan has no more unity to do any thing useful.

japan? Japan is a different set of problems. Japan is not able to say no to Washington and commit harakiri with the Plaza accord and dismantling of its own chip industry.

and how big is domestic economy of japan any way? can have China dual circulation strategy?

malaysia is not China...Malaysia is not able to build HSR without incurring foreign currency debts

government debt is domestic debt. The total External Debt of its government and enterprises only accounts for 13.6% of GDP
++++


And that is the real story that matters

If the CCP want to pump in money from Beijing to chunking, u can stop the CCP meh?
If the CCP want to cancel debts from chunking to Beijing, u can stop Beijing meh?

HK terrorists are just terrorists they cannot even manage their own lives let alone manage a country

HK terrorists are just terrorists they cannot even manage their own lives let alone manage a country

All that from a developing country

The level of infrastructure in China already far exceeds that in the west and China found money to spend 1 trillion USD overseas in bri project's

China is developing country with Gdp per capita of only 13000 SD, same as Malaysia but infrastructure far advanced than any thing in western countries.. China does not stop here and will go far ahead.

China is a very competitive place with over capacity in every thing. There is no way for inflation to take hold. That is good for the poor

In a socialist country, building infrastructure is for the people not to make capitalist rich.

As long as China got no inflation got no rising interest rates, the party is happy to built more infrastructure for the people.

China got inflation meh? Got rising interest rates meh?

The debts will be row over to eternity and written off eventually....so what is the problem?

Once unity is lost and u have left wing China , right wing China, every thing will be lost ..and that is exactly what America want China to do. What America want is for China to be poor like 1980 and happy to produce cheap shoes for America and nothing else

China will be ok because it is a country of geniuses and they are united and patriotic

China got high inflation meh? China got rising interest rates meh? So what is the problem?