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Regarding bottom-fishing and observation logic for Chinese concept stocks, I've already written quite comprehensively about it over the past couple of days.
Another plunge in tech stocks prompts a discussion on the metaphor of 'picking up coins in front of a steamroller.'
Five listed companies have been added to the 'provisional delisting list,' but this does not significantly affect the logic for bottom-fishing investments.
Written after yet another day of sharp declines.
Last night was another classic example of not trying to pick up coins in front of a steamroller. Some investors made moves on Chinese concept stocks that opened lower in the US market. At first, things seemed promising, but later they dropped again.
Today, let’s approach this differently and talk about the mechanisms behind the chain reactions caused by sentiment-driven declines.
(I’ll also slightly change the tone to give you a fresh perspective)
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Imagine you're an ordinary investor from Europe or America (individuals, companies, or those who invest in various funds).
With the Russia-Ukraine conflict, you need to reduce your exposure to assets related to Russia and Ukraine since no one can predict how the situation will evolve. It's better to sell as much as possible for now.
If you’re someone directly doing business in these two countries, there’s little you can do—it’s already difficult to unload under the current circumstances, so you can only wait.
Some multinational companies operating in Russia even face the risk of being directly taken over. For instance, those who set up factories in Russia due to cheap grain, energy, or metals are extremely worried.
Anyway, this matter is beyond your control—it’s all about top-level games. The treatment of Russian tycoons' soccer teams and yachts is pretty much the same. In short, everyone will target businesses on each other's turf—this is just an old trick.
However, in the stock and bond markets, your money is invested through various types of funds and investment institutions with holdings—surely, these can be sold.
On the first day, yes, Russia...
Another plunge in tech stocks prompts a discussion on the metaphor of 'picking up coins in front of a steamroller.'
Five listed companies have been added to the 'provisional delisting list,' but this does not significantly affect the logic for bottom-fishing investments.
Written after yet another day of sharp declines.
Last night was another classic example of not trying to pick up coins in front of a steamroller. Some investors made moves on Chinese concept stocks that opened lower in the US market. At first, things seemed promising, but later they dropped again.
Today, let’s approach this differently and talk about the mechanisms behind the chain reactions caused by sentiment-driven declines.
(I’ll also slightly change the tone to give you a fresh perspective)
1
Imagine you're an ordinary investor from Europe or America (individuals, companies, or those who invest in various funds).
With the Russia-Ukraine conflict, you need to reduce your exposure to assets related to Russia and Ukraine since no one can predict how the situation will evolve. It's better to sell as much as possible for now.
If you’re someone directly doing business in these two countries, there’s little you can do—it’s already difficult to unload under the current circumstances, so you can only wait.
Some multinational companies operating in Russia even face the risk of being directly taken over. For instance, those who set up factories in Russia due to cheap grain, energy, or metals are extremely worried.
Anyway, this matter is beyond your control—it’s all about top-level games. The treatment of Russian tycoons' soccer teams and yachts is pretty much the same. In short, everyone will target businesses on each other's turf—this is just an old trick.
However, in the stock and bond markets, your money is invested through various types of funds and investment institutions with holdings—surely, these can be sold.
On the first day, yes, Russia...
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