China Stocks Still A Buy Despite The Rally (3 Investing Strategies)

The rally pushed Chinese stocks up but that was it, just a rally. We will see how the fundamentals develop over the coming years.

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0:00 China Stocks Rally
3:23 Fundamentals
4:55 China Economy
6:41 Investing Strategy

[radosval]

BABA is priced the same as in 2014, but their revenue is 13x higher today, they are buying back shares and they started paying a dividend. They are a leader in AI and their core business has stabilized and will slowly grow in the foreseeable future.
I loaded up on BABA and a China ETF during the summer.

[anderson]

We simply do not deserve you Sven. Thank U for all your teaching. It changed my life

[GionnyChannel]

This video update on China was very much needed 🎉

[ryanh]

Tencent is now something along the lines of ~20% of my portfolio and my second largest holding after Berkshire. My guess is in my lifetime we will witness China go from a manufacturing based to a service based economy and I believe Tencent and Alibaba are well positioned over the long run for this transformation.

[lilsaint]

Thanks to advice you gave me Sven over a year ago my portfolio is up nearly 30% in the last 12 months which is actually beating the market in the same period which I’ve been told is impossible for the average investor. Sven knows what he’s talking about and thanks to him I sleep well at night. Keep up the good work sir!

[IPQ-sjzs]

Hi Sven, thanks for presenting your take on China. I was wondering about your 3rd strategy and maybe even the 2nd - the mid- and long-term hold. With CPC at the helm and its ideology of capitalism being just a phase enabling transition to communisim, how come these are still the options for you? Do you believe this will not happen soon? But w saw how CPC did away with BABA's Ma, even if theiк tansition has many year to come, they can still disposess any company any time...

[manos]

Thank you Sven, amazing to hear your opinion on this topic!

[jonnes__]

🗽 Sven what do you think about LRCX (Lam Research)? They have their business in Asia (including China). The stock currently looks like value.
.

[SAVORYTV]

What happened to csiq Canadian solar? Why the huge divergence between csi solar, ( it’s subsidiary) and its parent csiq ?

[mmytacist]

I chose the "sell" strategy last week. If the individual stock (JD, BABA) come back down, I may start a position again. Otherwise, I won't sweat it

[thetjt]

Hi Sven, a few comments:
1. You're talking your book, but it's ok, agree with the analysis
2. I think Hang Seng index correlates better with tech stocks & etf indexes than SSE composite.
3. Nice to hear that you're still holding, so am I. Was thinking you sold already.
4. Just occurred to me that as Chinese giants are doing buybacks now, this should help long term asset values...
5. I lied above, being a newbie I sold third of my China position when it dipped a month ago at the very bottom. The remaining 2/3 is today up 32% (msci china etf). Looks that it has stabilized in US & volumes are back to normal. Good.
6. some volatility expected later, when China announces the exact sums for stimulus apparently this month... and probably US presidential elections...

[damjangrasic]

Thanks Sven for sharing your thoughts 👏 What do you think about Baba or Baidu at this levels?

[Someone-lcdc]

Hi Sven, could you do a video on Peter Lynch’s and Benjamin Graham’s stock valuation methods? Do you think they are applicable in today’s world of investing?

[Decatron]

Great video. What if im up 50% but the thing im holding is still the cheapest thing?

[Ravencroft]

I'm looking at the housing bubble in Hong Kong. Prices falling sharply by 13.1% in Q1 2024. People take out mortgages lending money from family, knowing they can pay them back the next year taking out a new loan against the expected increased property value. They were all asleep in 2008 it seems. You ask them, but what if prices drop. They can not comprehend this possibility.

[markf]

Hey Sven! Great content so far wondering if ykuve seen the 1 ir 3 big Canadian Telecoms names Telus communications still sitting 30-35% down from its highs with a very good divident track record sitting at 6 something percent now. Would love to here your thoughts on them!

[augustus]

You see with this once again that media narrative follows the stock price. In January I added a lot of Alibaba @67, and the news was abysmal. Now, it’s suddenly great.

But this week it’s already bad again because the stock prices corrected slightly…..

This is meta in 2022 all over again.

[hansschmidt]

I did the same, kept my China stocks and ETFs and bought a bit more. The exposure is limited, less than 10% of my portfolio.

[marcoalbertospadacini]

Un discorso da value investor puro!
Grazie Sven!

[MarcosMarotta]

Thanks Sven!! Appreciate all the effor to keep us informed. Can you please do a video about Brazil stocks (seem undervalued) Banco Bradesco BBD and Gerdau, similar to the one you did with Ambev. Many thanks!!