Author: UYA

China thinks long-term on financial stability — so should we   [Copy link] 中文

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Post time 2018-7-31 11:37:54 |Display all floors
UYA Post time: 2018-7-31 10:57
Someone did their homework

Not like others here who just make claims with no support.
How "objective" are these sources?
Western "think tanks"?



Not think tanks. SeekingAlpha is best described as a an investment research site. One of the 2 best investment sites described/recommended by investopedia.

If anything Seeking Alpha is technically unbiased and totally a-political because its data and content is all sourced from buy side investors who put their money where their mouth is. Their only real allegiance and ulterior motive is to maximize return on investment $$.

Description from investopdia of SeekingAlpha:

"With a growing number of online websites and web-based news wires offering investment research and other financial services, investors have many options to assist in their investment decisions. To help you find the best source of information for your needs.

While Seeking Alpha offers investors the unique prism of seeing how other investors value a given stock. Seeking Alpha primarily derives its content from crowd sourcing, meaning investors and money managers who actually put their money on table recommend stock picks. This model is different from other equity research platforms where sell-side research analysts usually disseminate research. Contributors to Seeking Alpha have to disclose their holdings (if any) in any stock they may recommend. Seeking Alpha also provides free earnings conference call transcripts which show management’s take on and stock analysts' questions about a company’s prospects."
-Investopedia

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Post time 2018-7-31 14:24:38 |Display all floors
TruismStrike Post time: 2018-7-31 11:37
Not think tanks. SeekingAlpha is best described as a an investment research site. One of the 2  ...

"Investment" research groups?
When you talk "investments", your talking about capitalism.
I would think, capitalist groups would not have nice things to say about communist China.

It would be curious, what the Chinese investors say.
Do they come to the same conclusion?
Investments in both countries have done well.
But more so in China.

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Post time 2018-7-31 23:41:47 |Display all floors
UYA Post time: 2018-7-27 21:40
I think you summed it up very well.
In China, there is a long term goal.
In the US, the goal is un ...

Not quite so simple. Chinese government can have shorter-term goals in touchy political situations too.
What's on your mind...

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Post time 2018-7-31 23:44:42 |Display all floors
This post was edited by TruismStrike at 2018-8-2 00:02
UYA Post time: 2018-7-31 14:24
"Investment" research groups?
When you talk "investments", your talking about capitalism.
I would  ...
When you talk "investments", your talking about capitalism.
I would think, capitalist groups would not have nice things to say about communist China.

China is communist? Sounds like something someone who just came out of a block of ice from 1980 or earlier would say.

Certainly not. China is the among the most cut throat capitalist places on the planet today. Greater income inequality than any nation in the North America, Europe, or Japan makes for a hilarious form of 'communism.' The people as much as the environment of China have been sacrificed to capitalism.

What was it Deng Xiaoping said?  "To be rich is glorious," about the most anti-communist thing you can say.

Investments in both countries have done well.
But more so in China.

False really. Chinese investors can only be losing while their stock markets are doing poorly. So the Chinese hedge funds are certainly facing struggles recently. ANd a lot of Chinese 'investment' has been going into this hisotirc 42 trillion real estate bubble... so more like a liability than any investment. In reality China is sitting on a financial land mine big enough to wipe out most of its gain since 2012.

Nothing about China's success from 1990 to today is from savy investing anyway. It is from mass employment, creation of economies of scale, and wage growth. And back then the same kind of investors as those who inform SeekingAlpha had only good things to say of the money to be made in China.

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Post time 2018-7-31 23:48:36 |Display all floors
UYA Post time: 2018-7-31 14:24
"Investment" research groups?
When you talk "investments", your talking about capitalism.
I would  ...

Also there really has not been many successful Chinese acquistions of western companies either; the biggest success stories are probably video game companies but those are pretty transitory and come and go along with their games. The talent for these games is very individual and company specific and not something that China can look to transfer effectively either. Rather every year more of the most talented leave to a different up and coming studio that they feel in more innovative.

And then there is a long list of failed brands China bought that subsequently failed harder like Motorola and Volvo...

Chinese investment... not the thing to rely on.

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Post time 2018-8-1 08:46:34 |Display all floors
Ted180 Post time: 2018-7-31 23:41
Not quite so simple. Chinese government can have shorter-term goals in touchy political situations ...

The CPC can (and will) take swift action, where there is a cause.
In the States....
There is still a bureaucracy that must be followed.

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Post time 2018-8-2 01:02:38 |Display all floors
UYA Post time: 2018-7-31 14:24
"Investment" research groups?
When you talk "investments", your talking about capitalism.
I would  ...

More news of Chinese 'investments' going bad.

Pakistan's Bail Out Is Really China's
(Bloomberg Opinion) -- In all likelihood, Pakistan will seek a $12 billion bailout from the International Monetary Fund this week, its 12th since the 1980s and the largest one yet. This time, the IMF should think twice: Pakistan's debt crisis isn't the result of an economic shock. It's the result of reckless Chinese lending. Any new aid package will only worsen the risk of similar problems arising elsewhere.

In considering its aid package, then, the fund should exclude any repayment of Chinese debt or demand an exceptional haircut on it. It must make clear that it distinguishes between commercial projects gone awry and foreign-policy ventures that look an awful lot like a debt trap. If China's leaders want to splurge overseas on dubious projects, that's their business.

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