International investors in China’s companies face growing risks | FT

As property companies such as Evergrande teeter on the brink of collapse and the Chinese government cracks down on the tech sector, the FT's global China editor James Kynge and markets editor Katie Martin discuss the changing dynamics of investing in China and examine whether the opportunities to make money are worth the growing political risk

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[loveliveca]

Fishing in murky waters was misunderstood.
The original meaning of catching fish in muddy water is to muddy the water in the pond first, so that the fish will be stunned in the turbid water, and then take the opportunity to catch the fish without much effort; in modern Chinese, it means to someone create chaos deliberately, and then take advantage of the chaos.

[bwan]

The crackdown on real estate, private tutoring and some other industries really isn't much of a surprise in the eyes of researchers who study China. There were signs of such from the Chinese government a few years ago. In the end of the day, the Chinese government wants to become a manufacturing powerhouse instead of being over-financilised, and anyone who wants to invest in Chi-stock needs to start from there.

[ssuwandi]

100% Yes. Rouge regime high risk costs too.

[MisterMonsieur]

Seriously, the *CENSORSHIP* of the comments is ridiculous!

[TheLinama]

ant financial‘s growth and its success was clearly due to lack of regulation. the stuff it does is completely unthinkable in the US. and its lending practice is just another 2008 in the waiting if it is not curbed. no one mentions this in the west media. Education is the same thing, west media simply does not understand how bad the situation got to when parents are spending crazy amount of money to tutor their kids so they can have an upper hand. It created so much anxiety and anger and divide between the haves and the have nots.

[MisterMonsieur]

"28 Comments" ... Only 8 are actually visible. 🙄

[Futureshucks]

Surprising as part of their discussion is they did not cover the factions within the Communist Party and how major policy changes could be brought about as a result of the ebb and flow of power both around Xi Jinping, but also the other factions of CCP.

Xi is likely to face a major reckoning this year, which he may win, or lose, but the outcome of that reckoning is likely to be the single biggest answer as to whether China is country and investable country in the short to medium term.

[neilknightley]

in terms of what happened to the property sector it was inevitable . what ccp did to correct it to is commendable with the 3 red lines policy . however, going after ant and didi just seems insecure and petty.

[bartoszdobroslaw]

Great stocks and I just bought in on them, but I'm interested in making short term profit, let say turn a $150K to $500k in 6months, I'd appreciate tips on how what stocks to buy to make this much profit.

[jasonyu]

They missed one important point that is what makes the US stock market boost these two years

[photograph]

Some folks have greedy side is blind them thinking rationally when making investment decisions.

[johndewey]

So, in which specific Chinese Stocks or Funds we should invest in? What are the tickers? What is the best way of investing in funds listed inside China?

[huas]

Interestingly, more new investors will enter the Chinese market in 2021 than ever before. Especially Wall Street. they all fools? 😅

[sandro-nigris]

Oh this is a wonderful video! Nicely done. Love it!

[havmercy]

Rich Chinese take their Money out of China "whenever they Can"

[Djidiu]

"experts" in China again and again...

[IKnowNeonLights]

I have so many questions. I will ask the last one first.
Did you all know this from the beginning?
Did we know this from the beginning?
If I were to speculate, throw a conspiracy here and there, and say the enemy of the West, has always been the west, would I be right?
Between a company with valuable savings, and a company with no savings, or less valuable, who will win, on the same investment opportunities?
Between over a billion people with a well established attitude, and culture of savings, and a very rich, almost a billion people, with a well established attitude and culture of debt, who will be more stable, and eventually surpass, economically, scientifically, and culturally?
Did we all know this, before the eighties, or soon after that?
When it became apparent, that the eastern block population seemed to always lean towards savings, why was no adjustments made?
Was that already known from population groups such as Scandinavian, German, Jewish, all the Alpine, all the long, short traditional farming all over the world?
Has debt always worked better on the terms of, I have the goods, the law protects me, and my goods, there is a market for my goods, there is infrastructure to move them, all I need is material, expertise, and tools to get the goods out of the ground?
Is calculated future earnings on only a well presented idea, worst than a spell?
How long did it take analysts to realise that, what was happening was a moment of bank notes, beginning to move to where there was a larger number of such, backed by resources on the same locations?
Would it have been a plausible strategy by then, to begin and revive the lost, attacked in all fronts culture of savings, in a population with the highest living standards in earth, and no possessions?
Should the continues stimulus strategy's had a direction towards that?
When did it become apperant to western companies, that you cannot compete with hard cash backed by equal, and in most cases even more equivalent, in resources?
Would then, have been a plausible strategy to have the workers, the country, countries population that make your base as companies, with savings?
By not doing so, us the west have we just robbed our own house's?
Should a person, or a company be allowed to barrow, just so they can enter the borrowing market?
Is that corruption?
Does it mean that borrowing, is in the form of actual people, and not money, nor resources?
Does that make it legal imprisonment of other human beings? (Let's not call it slavery.)
Did you think digital currency would save the day, and balance the numbers?
Do large numbers tend to socialize with other large numbers?
Is that mathematics?
Should a type of thinking, that when savings accumulate, the people must, must be induced to spend it, at any cost, be reversed, reviewed?
Do human beings in well of conditions, tend to fallow their pleasures, and needs no matter what?
Should human beings be forcefully induced to spend, through stress, panic, fear, uncertainty, take your chance, or it is gone kind of way?
If these types of strategy, such savings spread throughout the population, are sought after, would that make similar cultures not competitors but free market exchangers and partners?
Would paper capital become less than toilet roll, if people refuse to play the exchange, with their resources, and savings?
Would then, savings spread throughout among the population, which in almost all the times, in a well established, and functioning state economies, be a valuable asset?
What is trickle down?
Is it give us some money, we go to invest, oh no, other investors seem to always have more money, and resources, so we need some more, and we need everyone to borrow, and spend what they have borrowed, will borrow, in at least two generations, as valuable assets in form of a threat, if we fail then everyone fails?
If that is it, than it is trickle down, but pass the hot patato, yes?
Would it be right to say, forget about the clima for a bit, and start looking at eachother throughout the west, and being to ask, who stole my money?
Are these the kind of conspiracies we should be talking about?
Why is good for human beings to save?
Is it because Sh*t happens?
Why does Sh*t happen?
Is it because nature and life is like that, you start as everything, and end up as nothing?
Is it better to have some savings along such unpredictable journey?
What are the opportunities along such journey, if the humans you are with have savings, will continue to have savings?
What was, really was the idea, get everyone in order, rows, in debt, calculated for their life, and ability one, anyone can squeeze out of each, and all will go well?
Is that why burocracy is needed?
Is that why A.I is needed?
Is it still the plan, and nothing has changed?
Was there never a problem with east, except now that have medium and small businesses with not much debt, and us in the west cannot even start medium and small businesses even with debt?
Would a strategy of having most of the population also help, in having more, and better social services?
Why would that help?
Would the savings, and resources take care of Sh*t, when it happens?
Would having an economy where one, anyone can live and save, will always be better, than a social program?
Would human beings always choose a self reliance, in a lot of things such personal life?
Would human beings, take care of an emergency quick when they can, or get in lines, fill forms, have interviews, assesments, and consequently get locked in a perpetual emergency?
Would social services then be targeted, as in medicine, where the health, problems are?
Would then social services, show the mental, physical, familial, societal, and much more, of the human being in need of such services?
Would a community all around such human being, all in a economy that allows, and gives opportunities for savings, be way more able to help, keep a look out, support, etc, etc?
If we decide to be middle men, middle human beings, would it be better to look in serious investments in middle earth?
Is that the Mediterranean?
Does that include three continents, very close to eachother?
Is that location the most diverse of cultures, traditions, and human beings?
If the octagon is being feed prepetualy with fighters all around it, would it be wise to get peace and prosperity all around it first?
Would the the fighting all around the octagon in middle earth, feel a bit silly if everything, everyone all around it is having a good time, in friendships, commerce, arts, and much much more?
Would this put a light on the human beings that want to keep the violence going?
How good is tourism for any place on earth?
Does my conspiracy make sense?
Nobody knows nothing?

[iancordell]

I really feel left aside hearing and seeing several testimonies from people on profits they make from Bitcoin/Forex Investment. Can someone recommend a good expert that trade on my behalf and generate profit for me.

[bullridermarkets]

Several new risk factors, increasing govt interference, VIE's, US tensions and Taiwan, human rights violations, evergrand, the list goes on.
Compounded by the fact that it's growth potential is questionable at this point, it's attractiveness as a place to invest has been reduced drastically.
I'm avoiding completely, unless you're in desperate need of diversification or incredibly knowledgeable on Chinese politics/business is recommend avoiding too.

[ricktasker]

I don't agree that it would be a good idea to invest in companies favored by the Chinese government. State-owned or state-influenced enterprises are not a good bet for efficiency and making money.