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3 ASX All Ords Shares Just Upgraded by Top Brokers - Invest Now and Reap the Rewards?
Q: Who moves together with $BABA? A: $BIDU, $QTT, $JD, $TUYA, $CHN. I could help check similarity for other stock too
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> They blew up their nuclear Reminder that the share of nuclear energy in the EU is [23%](https://ourworldindata.org/grapher/share-elec-by-source?tab=discrete-bar&time=latest&country=~OWID_EU27). For comparison the US is at [17%](https://ourworldindata.org/grapher/share-elec-by-source?tab=discrete-bar&time=latest&country=~USA), China is at [4.6%](https://ourworldindata.org/grapher/share-elec-by-source?tab=discrete-bar&time=latest&country=~CHN)
If you compare [income](https://ourworldindata.org/grapher/daily-median-income?tab=line&time=1990..latest&country=OWID_WRL~USA~KOR~CHN~TWN), you’ll see real wages have grown consistently in Korea over the past two decades. Yet Taiwan has a higher gdp per capita (nominal and ppp). Tawain’s productivity has not translated into rising wages. Taiwan’s broader economy is dominated by low margin SMEs so wages are suppressed broadly. For the few key companies that are insanely profitable (TSMC), they retain those earnings in the business and reinvest into capital (machinery). It’s the perfect company to own stock, since profits help grow the business. Sucks to work for. Korea’s chaebols have actually been the main engine for income growth, on the other hand. Historically has been a very bad stock to own though.
If you compare [income,](https://ourworldindata.org/grapher/daily-median-income?tab=line&time=1990..latest&country=OWID_WRL~USA~KOR~CHN~TWN) you’ll see real wages have grown consistently in Korea over the past two decades. Yet Taiwan has a higher gdp per capita (nominal and ppp). Tawain’s productivity has not translated into rising wages. Their broader economy is dominated by very unprofitable SMEs so wages are suppressed broadly. For the few key companies that are insanely profitable (TSMC), they retain those earnings in the business and reinvest into capital (machinery). It’s the perfect company to own stock, since profits help grow the business. Sucks to work for. Korea’s chaebols have actually been the main engine for income growth, on the other hand.
Do y'all expect a Liberation Day 2.0 tonight? It's almost exactly one year ago, where everybody expected a TACO and 🥭 went full regard, escalating the tension between US and CHN for multiple days before really TACO'ing. Now the market is pricing in another TACO, but we may seem some escalation over easter with ground troops and a final sharp selloff before this downward trend ends. Thoughts?
Nice Multi Asset Portfolio you have there, I like it! I also like the SPY and chill approach, although I did prefere global diversification with a slight EM vs. DM overweight, such as 70% World + 30% EM. EM performed really well the last year, benefiting from strong growth after multiple weak years (esp. CHN) and a weak dollar. However, I do see things slightly changing from here if the war in the far east keeps going. If it keeps going, it will slow overall growth and hurt Non-US equities even more, especially Europe. Gold was benefitted from a weakening dollar combined with global uncertainty, but right now we are seeing a flight to safety in the US dollar, hence a strengthening of it again, which hurts real assets and equities. If your timespan is still 5-10+ years, I wouldn't change much, maybe even allocate a little more towards equities if this goes down even more. If you want a short term tatical play and reduce overall portfolio risk (!!!), you could get some exposure towards energy (without selling your other positions), since stocks such as XOM, CVE, COP are currently negatively correlated to the overall market and positively correlated to oil. Even if oil doesn't go up and stays in the current range, it would keep hurting equities and be beneficial for energy stocks, since all models currently are pricing in lower oil prices in H2 '26 and 2027. No financial advice of course.
why are you people focusing on [only a part of what china is doing](https://ourworldindata.org/grapher/energy-consumption-by-source-and-country?stackMode=absolute&country=~CHN)? if china is the way we should follow we should also be scaling up gas and coal and nuclear massively more than intermittent renewables there is currently no storage mechanism to provide more than minutes of power at grid scale. there is also no energy independence when we go batteries and solar because those two are mostly produced by china. and in any energy system that is based on consumable small components, massive amounts need to be replaced every year. the only thing storage is good for is for people who own a storage facility to try and speculate by load shifting, which again is expensive just due how expensive batteries are while storing minuscule amounts of energy by grid standards if you look at the underlying report for what you linked, it’s worth noting that there subsidy is defined also a not taxing something, which is not common usage but sure is common in eu circles. another thing you can quickly spot is that renewable have generally been subsidised a third more for many years even by this definition https://op.europa.eu/o/opportal-service/download-handler?identifier=32d284d1-747f-11ee-99ba-01aa75ed71a1&format=pdf&language=en&productionSystem=cellar&part= so sure! let’s be completely fair and equalise these so called subsidies between RES and fossil fuels. i don’t know about you but i wont have to guess which industry will completely collapse if that is done
Destination CHN VSL ALL CREW CHN
SLV and GLD being driven up by Rus/CHN for similar reasons. Has nothing to do with AI imo.
if you think MMs are crooked here just wait til you play CHN
My cost basis is 0.59 and it seems to be holding around that level so I'll keep it for the time being. But it's CHN crap so I don't want to be holding for too long.
Couldn't read past *"Their debt to GDP ratio is now beyond the EU and US"*. You have no idea what you're talking about, so you're making stuff up to sound knowledgeable. China's debt to GDP is a little over 90% ([up from 88% in 2024](https://www.imf.org/external/datamapper/GG_DEBT_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA/FADGDWORLD)) vs. 124% for the US, 113% for France and 135% for Italy.
[Pollution has increased 5-fold bro](https://ourworldindata.org/grapher/annual-co2-emissions-per-country?country=~CHN)
CHN will be the long term winner of all these tarrifs
In 2022 the average effective tarrif on chise goods was 5.4%, with weighted tarrifs being 2.1%. https://wits.worldbank.org/CountryProfile/en/Country/CHN/Year/LTST/Summarytext#:~:text=Tariffs%202022&text=The%20simple%20average%20tariff%20across,weighted%20average%20tariff%20was%202.18%20
It’s more useful to think about GDP/debt, then it’s Apples to apples for countries of different size Here’s a map: https://www.imf.org/external/datamapper/GG_DEBT_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA/FADGDWORLD Basically if you made $270,000 a year gross (GDP), and you bought a $370,000 house. Could you pay that off over time? (Yes) It’s why taxes on billionaires are needed (your mortgage payment)
https://www.imf.org/external/datamapper/GG_DEBT_GDP@GDD/CAN/FRA/DEU/ITA/JPN/GBR/USA/FADGDWORLD/AUS/CHN/BRA/IND/IDN/KOR/RUS/TUR How about using the G20 as a definition of major economies rather than a selection of cherry picked countries.
Think it's more just a repositioning of asset allocation abroad in terms of FDI. Notice how FDI in the US has jumped over 5t in the last month over the next 10years meanwhile CHN FDI has been losing investment over the last 8 years. This is all just chess pieces being moved on the board
This looks to be reported more recently by more than one western source. The following is from an AI search ~~~ The comment claiming this is a "nothing burger" is largely inaccurate based on the search results provided. First, while there is some truth that provisional anti-dumping measures were implemented in January 2025, the current news (May 18, 2025) represents the final determination and implementation of the duties following the conclusion of China's investigation[2][4]. The January action involved preliminary deposits starting January 24, whereas this announcement confirms the permanent duties[3][8]. Second, this is not insignificant news but rather represents substantial trade action: - The 74.9% duty on U.S. imports is particularly high compared to other countries' rates[2][4][7] - An economist from the Plastics Industry Association specifically noted that "The 74.9% provisional duty significantly hampers US competitiveness in the Chinese polyacetal market"[10] - These duties affect POM copolymers, which are important engineering plastics used in automotive parts, electronics, and medical devices[2][4][5] - This action is occurring despite a recently negotiated 90-day tariff truce between the U.S. and China[4][5][7] Finally, regarding the claim that this is "Chinese propaganda," the information is being reported consistently by multiple international news sources including Reuters[2], CNBC[9], Politico[7], Malay Mail[4], and others - not just Chinese media. The core facts about the duties, rates, affected countries, and context are consistent across these international sources. The trade action appears to be a verifiable development in the ongoing trade tensions between China and the US, with real economic implications, not propaganda or insignificant news. Citations: [1] Screenshot_20250518-124408.Firefox.jpg https://pplx-res.cloudinary.com/image/upload/v1747586664/user_uploads/3529179/19c32e4c-87ae-40d0-a837-a431fe9980fe/Screenshot_20250518-124408.Firefox.jpg [2] China slaps anti-dumping duties on plastics from US, EU, Japan ... https://www.reuters.com/world/china/china-announces-anti-dumping-duties-plastics-us-eu-japan-taiwan-2025-05-18/ [3] [PDF] China: Provisional duties on plastics from the US, EU, Japan and ... https://macmap.org/OfflineDocument/USADMIN/Measure_Extraordinary_CHN_25.pdf [4] China retaliates with up to 75pc tariffs on engineering plastic from US, EU, Japan, Taiwan amid trade tensions https://www.malaymail.com/news/money/2025/05/18/china-retaliates-with-up-to-75pc-tariffs-on-engineering-plastic-from-us-eu-japan-taiwan-amid-trade-tensions/177210 [5] China puts heavy 75% tax on US imports of vital engineering plastic https://www.scmp.com/economy/china-economy/article/3310827/china-puts-heavy-75-tax-us-imports-vital-engineering-plastic [6] China Investigates Anti-Dumping of POM Plastics from the EU and US https://aslgate.com/us-china-trade-tensions-china-investigates-anti-dumping-of-pom-plastics-from-the-eu-and-us/ [7] China slaps anti-dumping duties on plastics from US, EU, Japan and ... https://www.politico.eu/article/china-slaps-anti-dumping-trade-tariff-duties-on-plastics-from-us-eu-japan-and-taiwan/ [8] China imposes provisional duties on US, EU, Japan, Taiwan ... https://941theduke.com/2025/01/16/china-imposes-provisional-duties-on-us-eu-japan-taiwan-industrial-plastics/ [9] China slaps anti-dumping duties on plastics from the U.S., EU ... https://www.cnbc.com/2025/05/18/china-slaps-anti-dumping-duties-on-plastics-from-us-eu-japan-taiwan.html [10] PLASTICS Economist Outlines Impact of China's Duties on US ... https://www.plasticstoday.com/legislation-regulations/plastics-economist-outlines-impact-of-china-s-duties-on-us-industrial-plastics [11] Anti-dumping Duty updates May 2024 - CATTS https://catts.eu/anti-dumping-duty-updates-may-2024/ [12] China Imposes Provisional Duties on US, EU, Japan, Taiwan ... https://money.usnews.com/investing/news/articles/2025-01-16/china-imposes-provisional-duties-on-us-eu-japan-taiwan-industrial-plastics [13] China sets anti-dumping duties on imports of plastics https://www.chinadailyasia.com/article/611998 [14] EFFECTS OF CHINA'S ANTIDUMPING TARIFFS ON U.S–CHINA ... https://www.caes.uga.edu/research/impact/impact-statement/3721/effects-of-chinas-antidumping-tariffs-on-uschina-bilateral-poultry-trade.html [15] Portrayals of Chinese companies in American and British economic ... https://www.nature.com/articles/s41599-024-03958-7 [16] Preliminary Affirmative Determinations in the Antidumping Duty ... https://www.trade.gov/preliminary-affirmative-determinations-antidumping-duty-investigations-epoxy-resins-peoples [17] Final Determinations in Antidumping and Countervailing Duty ... https://www.trade.gov/faq/final-determinations-antidumping-and-countervailing-duty-investigations-certain-twist-ties [18] Commission protects EU industry from PET plastic dumping for next ... https://policy.trade.ec.europa.eu/news/commission-protects-eu-industry-pet-plastic-dumping-next-five-years-2024-04-03_en [19] China slaps anti-dumping duties on plastics from US, EU, Japan, Taiwan https://economictimes.com/news/international/business/china-slaps-anti-dumping-duties-on-plastics-from-us-eu-japan-taiwan/articleshow/121246273.cms [20] Trump Raises Tariffs on China to 145% – Overview and Trade ... https://www.china-briefing.com/news/trump-raises-tariffs-on-china-to-125-overview-and-trade-implications/ [21] How China uses the news media as a weapon in its propaganda ... https://reutersinstitute.politics.ox.ac.uk/news/how-china-uses-news-media-weapon-its-propaganda-war-against-west [22] How China uses search engines to spread propaganda https://www.brookings.edu/articles/how-china-uses-search-engines-to-spread-propaganda/ [23] Trump's China Truce on Tariffs Comes at Cost to U.S. Credibility https://www.cfr.org/expert-brief/trumps-china-truce-tariffs-comes-cost-us-credibility [24] China spent billions on 'deceptive and coercive methods' to spread ... https://thenationaldesk.com/news/americas-news-now/china-spent-billions-on-deceptive-and-coercive-methods-to-spread-propaganda-censorship-report-says-prc-department-of-state-tik-tok [25] China Cracks Down On "Chinese Propaganda"; Fake News About ... https://www.eurasiantimes.com/china-cracks-down-on-chinese-propagand/ [26] Media Bias against Foreign Firms as a Veiled Trade Barrier https://www.cambridge.org/core/journals/american-political-science-review/article/media-bias-against-foreign-firms-as-a-veiled-trade-barrier-evidence-from-chinese-newspapers/0D8802C90C2D690985FFAC39EDB9B29E [27] Misleading a Pandemic: The Viral Effects of Chinese Propaganda ... https://ndupress.ndu.edu/Media/News/News-Article-View/Article/2884217/misleading-a-pandemic-the-viral-effects-of-chinese-propaganda-and-the-coronavir/
From large western companies it’s Iveco and CNH industeial (through FPT industrials), CHN, Kalmar, VDL, plus smaller companies like eVersum. They have a lot of Chinese and Korean bus and heavy duty vehicles manufacturer clients: King Long, XCMG, Pliny motors and many others.
20% of china’s food imports come from the US though….they also need US product. https://wits.worldbank.org/CountryProfile/en/Country/CHN/Year/LTST/TradeFlow/Import/Partner/by-country/Product/Food
It will most likely say "IEEPA +20%" or "CHN Reciprocal +125%"
So I'll take a page from Bessents most recent talk as he's the closest thing to an adult in the room (you'll have to kind of look past the parts where he has to talk the administration's book). The big elephant in the room is that trade with China isn't really 'free' trade in that China has pretty strict capital capital controls so they can keep the Renminbi from appreciating. This permits them to "de value" their currency and support an export led economy since they don't have enough local demand to sustain all the industries being built, which in turn causes deficits (a lot of it the US) where new currency (dollars) are printed in order to buy those exports. This has in turn resulted in a hollowing out of many previously industrialized economies as you simply cannot compete with the cheaper labor. This is not a big deal in a world if you think Wars are a thing of the past, but the Covid pandemic made it very clear how integrated supply chains were and how fragile the foundation of the US's power was (where the value of the dollar is also implicitly backed by US military power). This is a big big problem in the world where you just print money to satisfy global demand, since eventually the world wakes up and realizes they don't need to take your printed money if you have no means to enforce it. This is really a clash of two super powers and everyone else is caught up in it. Now the execution? Total dogshit. [https://www.youtube.com/live/NsyNHd5Ce3c?si=bKDvAOhtUHy6eJzh](https://www.youtube.com/live/NsyNHd5Ce3c?si=bKDvAOhtUHy6eJzh) [https://www.brookings.edu/articles/chinas-currency-policy-explained/](https://www.brookings.edu/articles/chinas-currency-policy-explained/) [https://www.imf.org/external/datamapper/CG\_DEBT\_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA](https://www.imf.org/external/datamapper/CG_DEBT_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA)
I think the IMF is a legitimate source? https://www.imf.org/external/datamapper/PPPSH@WEO/EU/CHN/USA
People here are completely missing the fact OP lives in an underdeveloped country and may not have unrestricted access to invest in international markets or without incredibly high fees that would make it cost prohibitive. Underdeveloped country currencies tend to devalue over time compared to their Euro/USD/CHN counterparts making it unfeasable to stick to what most people here would consider "safe" such as bonds or high-yield savings. I think while OP's strategy IS risky, it IS a plan as long as they stick with it and are comfortable with the potential downside of that high risk plan. BTC has (in its short history) been used by people in underdeveloped countries as a way to protect their savings from their own local currencies devaluation.
he unifies contries "behind" CHN.
I could see the US government banning investment in China ETFs directly for sure, and even banning US ETFs that have China exposure, eg, CHN, GXC. It would be one more way for Washington to put pressure on Beijing. What are the odds of such a bill passing? Idk, but I wouldn't be surprised if it did.
The reason I think you don't know is you keep bringing up GDP deflator data in a discussion about whether China is in a recession, when I keep bringing up Real GDP data. If you knew a recession was defined as 2 quarters of Real GDP decline, why would you bring up an irrelevant figure to how recessions are measured by economists? The reasonable conclusion was that you thought GDP deflator was relevant to the discussion, which would be because you don't know how recessions are defined. Also, instead of twitter, I think you should maybe look to more reliable sources for IMF data. Ya know like the IMF. [https://www.imf.org/en/Countries/CHN](https://www.imf.org/en/Countries/CHN)
Südkorea ist vornehmlich Autos (Kia, Hyundai und natürlich Chips). Also eigentlich schlecht für US. Und China hat Trumps analoge Telefonnummer nicht mehr. Bin gespannt, was CHN heute/morgen macht. Natürlich telefonieren die - aber wahrscheinlich nicht mit Trump.
Chinese nominal GDP is 19.53 trillion USD and their purchasing power GDP is 39.44 trillion. (source IMF [https://www.imf.org/external/datamapper/profile/CHN](https://www.imf.org/external/datamapper/profile/CHN) ) Their imports are 2.568 trillion USD. Last year they imported 145 billion worth of goods (in USD) from the USA. Which represents 0.74% of their nominal GDP (yes % i did not forget to multiply by 100), and 0.36% of their purchasing power GDP, and represents 5.64% of all their imports. On the other hand the US economy is 30.337 trillion USD (nominal and PPP) and their total imports were 4.11 trillion and they imported 440 billion from China. Their imports from China represents 1.45% of their nominal and PPP GDP and represents 10.7% of their overall imports. All of which are higher when compared to the China stats above. So by what measure is it gonna hurt China more than the USA cuz the numbers seem to show that the US relies on China more than the other way around??
You are making up data. Chinese gdp did not contract over orange man's 1st term. https://www.imf.org/external/datamapper/profile/CHN
No it’s not. It’s based on a lie. China’s national debt is lower than their GDP https://www.imf.org/external/datamapper/GG_DEBT_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA/FADGDWORLD
This is misinformation. China’s national debt is less than its GDP. Source: https://www.imf.org/external/datamapper/GG_DEBT_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA/FADGDWORLD
https://tradingeconomics.com/china/exports-by-country https://en.m.wikipedia.org/wiki/List_of_the_largest_trading_partners_of_China https://wits.worldbank.org/CountryProfile/en/Country/CHN/Year/LTST/TradeFlow/Export/Partner/all/
It is a matter of time untiel EU, CAN, CHN, JPN, and KOR coordinate their actions. What the fuck are AUS and New Zealand?
I am heavily in CHN if you want to take a look. Look at gold, lithium which was good but especially lots of smaller exploration companies. I particularly like BC8 or bgl. There are so many but the exploration companies are risky and many have gone bankrupt. Anything over 500mc is usually good.
Loading the boat for tomorrow morning, full port. I'm not cutting any losses, either. If I get destroyed, then I'm moving back to Moomoo so that CHN can track my trades instead of the US MMs. Come and get me, pussies.
everything from CHN (20% ) more expensive
US/RUS vs RUS/CHN vs ISR/US vs IRAN/RUS/CHN vs EUR/CAN/AUS vs NORTH KOREA/US/CHN/RUS vs ???
>not risking retaliatory tariff damn, now why didn't rest of the world think of that before placing tariffs on american goods [https://wits.worldbank.org/tariff/trains/en/country/CAN/partner/USA/product/all](https://wits.worldbank.org/tariff/trains/en/country/CAN/partner/USA/product/all) [https://wits.worldbank.org/tariff/trains/en/country/MEX/partner/USA/product/All](https://wits.worldbank.org/tariff/trains/en/country/MEX/partner/USA/product/All) [https://wits.worldbank.org/tariff/trains/en/country/CHN/partner/USA/product/all](https://wits.worldbank.org/tariff/trains/en/country/CHN/partner/USA/product/all)
What a absolute pile of a gift-wrapped turd, spewed with ignorance kind of post is this. https://ourworldindata.org/grapher/adjusted-net-savings-per-person?country=DEU~FRA~GBR~MEX~BRA~PRT~COG~DNK~USA US on the way up. https://ourworldindata.org/grapher/share-of-population-in-extreme-poverty?tab=chart&time=latest&country=CHN~DNK~OWID_WRL~FIN~FRA~DEU~IRL~ITA~JPN~NLD~PRT~ESP~GBR~USA GDP great for US https://ourworldindata.org/grapher/gdp-per-capita-maddison?tab=chart&time=1980..latest&country=OWID_WRL~Western+Europe+%28MPD%29~Eastern+Europe+%28MPD%29~BEL~FIN~DEU~ISL~ISR~IRL~ITA~JPN~LUX~NOR~PRT~POL~ESP~SWE~CHE~GBR~USA GDP growth since 1950 aint amazing for US https://ourworldindata.org/economic-growth-since-1950
https://www.imf.org/external/datamapper/GG_DEBT_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA/FADGDWORLD I guess same to you?
Voting smoking dope: Most consumer products by number arrive to west coast ports because of where they are made (ROK/JAP/CHN). East coast ports handle a lot of automobiles. S. Carolina has *exports* for BMW, Mercedes and Volvo, among others. These auto exports consist of high margin luxury SUVs, but S. Carolina is not the only place these are made. As this is heading into fall, most product for Christmas should already be offloading on shore.
It's interesting. China still imports a ton of USA agricultural products. That was the supposed intent of the "trade deal" trump "won", however, China was unable or unwilling to purchase the prescribed quantities of agricultural goods. They also targeted retaliatory tariffs on goods in districts that heavily support Trump. Quite a few farmers seemed happier to get a government subsidy vs produce a product I found this [https://wits.worldbank.org/CountryProfile/en/Country/CHN/Year/LTST/TradeFlow/Import/Partner/by-country/Product/Food](https://wits.worldbank.org/CountryProfile/en/Country/CHN/Year/LTST/TradeFlow/Import/Partner/by-country/Product/Food) Looks like China almost double their imported value of USA food from 2020 ->2021 (2020 and 2019 are pretty consistent for Chinese imports of USA food). Im curious if the trend continues in 2022/23/24. One of my Chinese friends asked me to help her find a "pork processor" in the USA as they wanted to buy containers of pork products. It was amazing how challenging it was to find/get in contact. Furthermore, China has a short list of approved pork producers in the USA, and apparently, the list for USA approved is shrinking while places (like you mentioned) like Brazil have seen a drastic uptick.
Yes it’s more cost effective so long as your boats don’t sink. Let’s see what the CHN risk tolerance is once the proxy of their proxy makes mistakes and hits the wrong crews 🙃
Bought bit of AZN, CHN and WBD. Ones I want buy for long term are expensive. These are medium term buys .
As a percent of GDP, US Debt has been going down during Biden. Went up a lot during the pandemic. And it's not the highest among the g level countries. [https://www.imf.org/external/datamapper/CG\_DEBT\_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA](https://www.imf.org/external/datamapper/CG_DEBT_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA)
Average over the last 10 years https://www.macrotrends.net/countries/CHN/china/gdp-gross-domestic-product
I love how your entire premise is "you can't trust the Chinese government". And then you go on a long diatribe about all these numbers from American financial institutions and financial media, which is the backbone of your entire argument, and not once did you even consider the trustworthiness of any of those institutions. This is doubly regarded on WSB, a community dedicated to the idea that the entire American economy is rigged, full of misinformation and distrustful of the idea that slow steady investment like "you're supposed to do" is unlikely to be successful for precisely the aforementioned reasons. Meanwhile, when was the last time you bought something that wasn't made in China? The last time an American company tried to manufacture electronics lasted all of about 6 months and, while I saw them sold in Best Buy, I never met a single person that owned one. Oh, and that was like 20 years ago. Also meanwhile, China has got the most market share in most industries. Steel https://en.m.wikipedia.org/wiki/List_of_countries_by_steel_production Aluminum - this one isn't even close https://en.m.wikipedia.org/wiki/List_of_countries_by_aluminium_production Manufacturing output https://www.macrotrends.net/countries/ranking/manufacturing-output The US isn't in that table, but the same aggregator puts it at half of Chinese numbers. https://www.macrotrends.net/countries/USA/united-states/manufacturing-output#:~:text=U.S.%20manufacturing%20output%20for%202021,a%206.26%25%20increase%20from%202017. Agricultural output https://www.statista.com/statistics/1332343/the-leading-producers-of-agricultural-goods-worldwide/#:~:text=China%20was%20the%20leading%20agricultural,99.81%20billion%20international%20U.S.%20dollars. China is leading in 80% of critical research fields https://asia.nikkei.com/Business/China-tech/China-leads-high-tech-research-in-80-of-critical-fields-report#:~:text=TOKYO%20%2D%2D%20China%20leads%20advanced,Japan%20through%20state%2Dled%20investment. China leads in nuclear https://www.cnbc.com/2023/08/30/how-china-became-king-of-new-nuclear-power-how-us-could-catch-up.html China leads in advance transportation https://blog.tkelevator.com/chinas-railways-lead-the-way-in-expansion-and-innovation/ Concrete https://en.m.wikipedia.org/wiki/List_of_countries_by_cement_production Machine tools https://www.statista.com/statistics/264213/leading-countries-in-machine-tool-production-based-on-market-share/ Automobiles https://en.m.wikipedia.org/wiki/List_of_countries_by_motor_vehicle_production Rare Earth's https://www.statista.com/statistics/270277/mining-of-rare-earths-by-country/ Silicon https://en.m.wikipedia.org/wiki/List_of_countries_by_silicon_production Solar https://www.statista.com/statistics/668749/regional-distribution-of-solar-pv-module-manufacturing/ Wind turbines https://gwec.net/globalwindreport2023/#:~:text=China%20dominates%20global%20onshore%20wind,and%20LatAm%20(6.2%20GW). They are deforesting at a rate far slower than the US and significantly slower in absolute terms https://www.globalforestwatch.org/dashboards/country/USA/ https://www.globalforestwatch.org/dashboards/country/CHN/?category=forest-change Hydropower https://en.m.wikipedia.org/wiki/Hydroelectricity Batteries https://www.visualcapitalist.com/chinas-dominance-in-battery-manufacturing/ Cell phones https://www.worldstopexports.com/cellphone-exports-by-country/ Cotton https://www.statista.com/statistics/263055/cotton-production-worldwide-by-top-countries/ Computers https://en.m.wikipedia.org/wiki/List_of_countries_by_computer_exports We can go all day, but the point is made. In nearly every industry that matters, China is number 1, often by insurmountable margins. Even in pharmaceuticals, they are number 2 in dollar value, but number 1 in terms of volume, because they don't charge cancer patients $27k a month for medicine. If they did, they'd be first on both counts. Why you are going after China as being in trouble when the US is facing far deeper problems is exactly what the media is trying to make you do. 9% of individuals can afford to buy a home. Our medical system is crippling the country. Our student loans are crippling the country. The US is losing hard power throughout the world as it fails in conflict after conflict. The US is in no position to deal with the end of oil and gas. The government can't even fund itself, because it is so dysfunctional that it must pass temporary resolution after temporary resolution just to keep the lights on. 15% of the US GDP is interest payments - not from the govt to bondholders, but from the financialization of everything. GM earns nearly all of its profits from lending. 8% of GDP is just the margin from how much more expensive our healthcare is compared to the next most expensive country. Our infrastructure is pathetically bad and in terrible repair. College enrollment has been in decline for nearly a decade and a half, ensuring we won't have the workforce to unfuck all of this. And I'm being polite, we can entire system is facing enormous interrelated problems as the US empire enters terminal decline.
I’ve heard it all before man. I’m at a point where to me you’re a confused freshman who knows it all and I’ve been teaching this class for way too long. I’m not going to argue with you after this because I know it’s never ending and you will keep trying to change the subject and pull rabbits out of your ass. I’ll have to charge you if you want a free class on Macroeconomics and Finance of East Asia. Ghost cities aren’t abandoned like in the US, they are preemptive. “these homes typically serve as future homes for the buyer's offspring to live in when they get married.” Us gdp growth 1992-2006 https://www.macrotrends.net/countries/USA/united-states/gdp-growth-rate China gdp growth https://www.macrotrends.net/countries/CHN/china/gdp-growth-rate Even at 6% that’s tripling or quadrupling US growth many of those years. Though official data doesn’t recognize that kid’s dissertation. Good luck on your investments.
GDP growth can be decoupled from carbon emissions. [https://ourworldindata.org/co2-gdp-decoupling](https://ourworldindata.org/co2-gdp-decoupling). Here's China. [https://ourworldindata.org/grapher/energy-use-gdp-decoupling?country=\~CHN](https://ourworldindata.org/grapher/energy-use-gdp-decoupling?country=~CHN) Australia and Sweden are even better. Why do you think oil is MANDATORY for economic growth? Poor countries have the opportunity to leap frog technology. Like how everyone in rural africa went from no phone access straight to cell phones, skipping installing miles and miles of land lines. **We have many sources of energy now. Why are you married to this one?** Seriously? You can't recognize the pros and cons of other sources? Or the damn cons of oil and gas? We've tapped the easy oil wells dry. It's becoming more expensive to produce a barrel of oil. [http://graphics.wsj.com/oil-barrel-breakdown/](http://graphics.wsj.com/oil-barrel-breakdown/) It's why our production has shifted to fracking shale. Renewables are cheaper in many circumstances [https://ourworldindata.org/grapher/levelized-cost-of-energy](https://ourworldindata.org/grapher/levelized-cost-of-energy) or [https://www.statista.com/statistics/194327/estimated-levelized-capital-cost-of-energy-generation-in-the-us/](https://www.statista.com/statistics/194327/estimated-levelized-capital-cost-of-energy-generation-in-the-us/) But really. Why are we having this conversation? I asked a question about investments, and now you are getting into it about Germany's energy mix?
1. I gave the net increase of both nations. Nothing about “sounding cooler” that’s on you for not comprehending. 300% > 42%, considering China’s population is massively larger than that of the US, those Chinese figures are very important. 2. Talk about “checking your sources” your Statista source is incorrect. It’s totaling every level of education. Higher levels of education (bachelors degree) is 10%, with 8% at master levels. Meanwhile, the US has over 58% with at least a bachelors. [https://gpseducation.oecd.org/CountryProfile?primaryCountry=CHN&treshold=10&topic=EO](https://gpseducation.oecd.org/CountryProfile?primaryCountry=CHN&treshold=10&topic=EO)
Anything grows after being locked down for three years. That's like Biden saying he decreased the deficit after covid spending or increased jobs after covid restrictions have been lifted. Plus, you have to “trust” the numbers from the Chinese government. (don’t) https://www.macrotrends.net/countries/CHN/china/population Juicy world bank data for you. Dig in.
I am a bot. You submitted a picture of a banned ticker, CHN. The market cap of CHN is **127,375,100** This check will fire if you included unnecessary pictures that have bad keywords/phrases. Repost with the useless pictures omitted if you did that.
Do you have data to back that up? My source says in 10 years they will have ~1,405,000,000 compared to 1,425,000,000. That’s only a 0.000000005% change. https://www.macrotrends.net/countries/CHN/china/population
Bullish on Costco $COST 3 New Locations Opening in March S London, ON, March 2023. Kyle, TX, March 2023. Pudong, CHN, March 2023. I think it was oversold last week due to market fear, we should also see a natural bounce back to reclaim $500 IMO.
The last price for CHN is $14.31 source: https://paperbets.io/stock?symbol=CHN
A direction one does not see. A CHN economic data one does not see. A CHN outlook one is ignoring. The falling RMB one is ignoring. May the mercy be with you!
shorting any currency except USD has been profitable this year. my current shorts are CHN/USD EUR/NOK EUR/CHF only thing that made more money on my european non-options account are BTC shorts
> and it’s their primary power source. wut? 65% of China's power comes from coal and 9% from gas. https://www.eia.gov/international/analysis/country/CHN
Problem is that they cannot grow anymore by spawning another 8 stores everywhere... at least EU, USA and definitely CHN are tapped out. So either they go to India and idea growth with them or they become more of a normal fast food store for coffee
Before everyone gets up in a tizzy, please take 2 seconds to look at chinas GDP to see how negligable this is for them: https://www.macrotrends.net/countries/CHN/china/gdp-gross-domestic-product
Because every single world index is highly correlated with NASDAQ/S&P500 etc. The analyses of JP/CHN/EU stocks are sometimes posted here tho
>ASX Biggest movers $CHN 6.35 +10.73% $SQ2 124.28 +7.05% $360 3.69 +5.92% $WPL 29.29 -2.01% $VUK 2.49 -2.36% $NUF 5.88 -3.28% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-05-19 ^20:17:30 ^EDT-0400
Long Term Portfolio for 10-20 years: Currently at 56% US / 24% INTL (IOO) / 17% CHN / 3% Cash Investing a good amount of capital now and I saw my Chinese ETF’s have been performing terribly. I want to change it to 75% US / 20% INTL / 5% CHN I am just worried that by centering everything on the US market, I am not diversified enough. And I don’t want to miss out on the sleeping giant of China… but the losses are pretty consequential. Any thoughts? Rest is cash. Chinese ETFs have had a big loss for me and
https://www.macrotrends.net/countries/CHN/china/poverty-rate
>China completely needs the American consumer. Not sure where you are going there. Their GDP would half. Not true. Only 18% of China's economy is based on exports. https://wits.worldbank.org/countryprofile/en/chn#:\~:text=China%20exports%20of%20goods%20and,percentage%20of%20GDP%20is%2017.34%25. And only 16% of China's exports go the U.S. https://wits.worldbank.org/CountryProfile/en/Country/CHN/Year/LTST/Summarytext#:\~:text=China%20top%205%20Export%20and,partner%20share%20of%2016.75%20percent. ​ So what does that mean? That means that **only 3% of China's GDP are exports to the United States!**
Absolutely they look the similar on a population pyramid basis: [Japan 1995.](https://www.populationpyramid.net/japan/1995/) [China today.](https://www.populationpyramid.net/china/2022/) Note their real estate markets: [Japan](https://fred.stlouisfed.org/series/QJPN628BIS), and [China](https://fred.stlouisfed.org/series/QCNR628BIS). That's the connection I'm making. Yes there is far more financial firepower (Foreign direct investment) flowing into china now that they are hitting that demographic wall. [Pre 2013.](https://fred.stlouisfed.org/series/BPFADI03CNA637N) [Through 2019](https://www.macrotrends.net/countries/CHN/china/foreign-direct-investment). But hey, if I'm right or wrong, it's pretty easy for you to do a \~remind me 5 years or whatever, cause we'll know pretty soon how their economy turns out and how much money is flowing in based on future history.
If only. You should look up Tim Goyder. He’s the chairman of LTR and also CHN. He owns a significant part of these companies. I have pennies compared to him and other shareholders who have been in since the beginning
personally I don't think yesterday can be considered a pump. Check reddit search api and you can see there was literally a single post about MVST. Like spamming a hundred posts sure maybe that's a pump attempt, but it was a single post that gained traction before it was taken down. In terms of the factory not doing anything, that's not true. The current two factories (one in China, one in Germany) are both real. Last year they did about \~$100 mil in revenue selling to CHN and others. This year they announced they are selling to gaussian and a few smaller names (and are suspected of working with Daimler and Oshkosh). The only thing I can think of to substantiate 'smoke and mirrors' is that since the german factory just went up and is not at full capacity, it is not macking cells, just packaging them (china factory does both), but Microvast has been open about this and that plant will soon make them in addition to packaging them (not I mean package battery cells on manufacturing lines, not like just put them in boxes like dropshipping). In terms of bear cases the top is likely tought competition, but imo since there will definitely be a battery shortage in a few years, this won't matter as much (and MVST has strong R&D). Another bear case is likely the two biggest partnerships (Dailmer and Oshkosk) that would represent billions in revenue over the next few years have only been strongly hinted at, but not officially confirmed yet.
[https://wits.worldbank.org/CountryProfile/en/Country/CHN/Year/2019/TradeFlow/Export/Partner/by-country/Product/72-83\_Metals/Show/Partner%20Name;XPRT-TRD-VL;XPRT-PRDCT-SHR;/Sort/XPRT-TRD-VL/Chart/top10](https://wits.worldbank.org/CountryProfile/en/Country/CHN/Year/2019/TradeFlow/Export/Partner/by-country/Product/72-83_Metals/Show/Partner%20Name;XPRT-TRD-VL;XPRT-PRDCT-SHR;/Sort/XPRT-TRD-VL/Chart/top10) spot on
Becuz CHN thinks himself is small countries' dad who is the authoritative ruler of sons in their traditional confucianist philosophy. of course, others r sons, especially for Eastern Asian countries.
Because the US and EU have been pollution for over a century now while China hasnt. They have a lot of catching up to do. China claimed it was unfair to lock the golden egg laying goose (industrialization) away the moment they where getting to it. While the west has reaped the benefits from it for a century. [https://ourworldindata.org/contributed-most-global-co2](https://ourworldindata.org/contributed-most-global-co2) >Europe (which is like a drop in the ocean) This is very untrue especially per capita. The US has about 2x the CO2 emissions per capita compared to China. And the EU about the same. [LINK](https://ourworldindata.org/grapher/co-emissions-per-capita?tab=chart&country=OWID_WRL~USA~GBR~CHN~IND~AUS~ZAF~BRA~EU-27) Europe + the USA combined have more emissions than China besides having 324 Million less people. [https://ourworldindata.org/grapher/annual-co-emissions-by-region](https://ourworldindata.org/grapher/annual-co-emissions-by-region)
Wrong. You're completely ahistorical. China's deaths per 1,000 people was at 20.6 at 1963, it rapidly decreased to around 6 by 1980. To add context to this the US was at 9.4 in 1963 and had only decreased to 8.8 by 1980. China had less deaths than the US starting in 1973, nearly thirty years before you proposed they had "10's of millions of deaths". You're absolutely delusional. https://www.macrotrends.net/countries/CHN/china/death-rate
There are several possible attacks on BTC. Quantum decryption is one. A 51% attack is another (note that CHN controls 65% of hash). While BTC was extraordinarily ingenious for 2008, technology and implementation are moving forward in ways that may make it vulnerable.
So, with Biden's latest news tackling the shortage of semiconductors (creating jobs, competing with CHN), are there any big US companies doing sand shenanigans aka pre-producer for chips/semiconductors? US Silica comes to mind, anyone else?