So I hear Chinese stocks, ADRs, are down an absolute ton... time to get in?

Discussion in 'Stocks' started by SoyUnGanador, Nov 11, 2022.

  1. Is what I heard right, and, if so, are they a good very long-term value proposition now?
     
  2. Peter8519

    Peter8519

  3. Thanks so much Peter! I wonder if there are ANY relatively safe ones, or if every one of them could be found out to be lying cheating scammers...
     
  4. TheDawn

    TheDawn

    I wouldn't. The West has now seen China's true colours now and wouldn't trust it again unless it 1) abandons its "One Belt One Road" geopolitical project, 2) stops its invasion of Taiwan and 3) start co-operating with the West on trade issues. Until then China's economy would not be improving with the West decoupling from it. China's local economy hasn't reached to be completely self-sustaining yet so until then if the West continues to decouple from it, I wouldn't touch any ADRs or ETFs from or about China.
     
    beginner66 and ET180 like this.
  5. I can usually deal with irrational markets, but I can't deal with liars and cheats LOL...
     
    ET180 likes this.

  6. Thanks TheDawn. But question - might those risks/concerns be reflected in the price already, hence why they are down like 75%? Or maybe not, maybe the down 75% is just based on the lying/stealing/cheating risk LOL.
     
  7. TheDawn

    TheDawn

    Yes but the question is not how much risk/concerns have already been reflected in the price, it's how much risk/concerns are still yet to be captured. Remember the true bottom is 0. And many of the events like the invasion of Taiwan are market-moving. Do you want to catch a falling knife with your own money?
     
    Last edited: Nov 11, 2022
  8. tomkat22

    tomkat22

    If someone put a gun to my head a forced me to buy and hold a Chinese stock I'd stick to the large cap names,BABA,BIDU etc. Maybe LI,NIO or XPEV(EV plays).
     
  9. Thanks! Against all better judgement I sometimes try and catch falling knives. But I try and do so veeeery slowly over time so as to not get burned. But I still get burned nonetheless sometimes LOL.
     
  10. Overnight

    Overnight

    Why invest in China when there are so many other opportunities elsewhere?
     
    #10     Nov 11, 2022
    TheDawn likes this.