What are your attitudes on China's Big Tech firms’ stocks now given welcome regulatory relief from China and scary warnings that they may be delisted from exchanges by the USA?

SEC adds China's JD.com to list of over 80 firms facing delisting risk

What are your attitudes on China's Big Tech firms’ stocks now given welcome regulatory relief from China and scary warnings that they may be delisted from exchanges by the USA? SEC adds China's JD.com to list of over 80 firms facing delisting risk The U.S. Securities and Exchange Commission (SEC) added over 80 firms, including China's JD.com , to a list of entities facing possible expulsion from American exchanges amid a long-running auditing s https://www.reuters.com/business/over-80-firms-including-chinas-jdcom-added-us-sec-list-facing-delisting-risk-2022-05-05/

Jerome Cody

Chinese government issued >$200 billion in local government bonds in June alone to stimulate the economy 🙀 - I think it’s fair to assume that is driving continued divergence here. 

I’ll be buying more KWEB on dips

Chinese government issued >$200 billion in local government bonds in June alone to stimulate the economy 🙀 - I think it’s fair to assume that is driving continued divergence here.   I’ll be buying more KWEB on dips

Alex

Nate

Pretty nice alpha here from Chinese tech stocks so far - KWEB up 27% vs NASDAQ down 4% on the last 30 days. 

Policy divergence will continue to make this a (small) exposure worth having IMO - looking to buy a bit more on pullbacks

Pretty nice alpha here from Chinese tech stocks so far - KWEB up 27% vs NASDAQ down 4% on the last 30 days.   Policy divergence will continue to make this a (small) exposure worth having IMO - looking to buy a bit more on pullbacks

Chris Nheu

Thanks for the tip, mulling it over fantasizing I’ll be able to time it better in fewer trades

Jerome Cody

A group of likeminded people in The Most Important Thing are talking about this.