The next move
Mid term bullish.
Opportunities: With the huge chinese consumer market and the increasing GDP/capita in China. China can only be more economically open to match the global treads (Capital flow becomes more efficient). As more and more US or worldwide investors interested in diversify their portfolio geometrically, the HK market and the China market would be attractive but investors can easily invest via Chinese company listed on NASDAQ/ NYSE so where would they put their money? BABA, because in Jack Ma, we trust. I do believe it will offer a great return in the middle term (8- 18 months) assuming covid dies within 10 months (I know im wishful thinking).
Treats: Remember when Jack Ma talked shxt about some political figure (Wang Qishan) in China and "quarantine" for 3 months? Jack like any CEOs/ Businessmans in China, is just "player", they do business (Play the game) in 2 dimensions, while the big boys (politicians) are the rule makers and "Game master" who control the game (Market) in 3 dimensions. There is no doubt that politic is a huge problem that distort economic transparency (Especially in a Communist regime) in the financial system.
Conclusion: Buy it with the purpose of diversitation. Jack CAN NOT do all that he wanted, he is a visionary but also a property of China (sadly) his outspoken nature could backfire. But China will not let BABA fail easily, not until there's a replacement with a equal or bigger market cap at least. BABA is so much more than just a company, it is a symbol of some sort.
Disclaimer: I am not a Financial Advisor, content is for entertainment only. All content above are my opinions.
Opportunities: With the huge chinese consumer market and the increasing GDP/capita in China. China can only be more economically open to match the global treads (Capital flow becomes more efficient). As more and more US or worldwide investors interested in diversify their portfolio geometrically, the HK market and the China market would be attractive but investors can easily invest via Chinese company listed on NASDAQ/ NYSE so where would they put their money? BABA, because in Jack Ma, we trust. I do believe it will offer a great return in the middle term (8- 18 months) assuming covid dies within 10 months (I know im wishful thinking).
Treats: Remember when Jack Ma talked shxt about some political figure (Wang Qishan) in China and "quarantine" for 3 months? Jack like any CEOs/ Businessmans in China, is just "player", they do business (Play the game) in 2 dimensions, while the big boys (politicians) are the rule makers and "Game master" who control the game (Market) in 3 dimensions. There is no doubt that politic is a huge problem that distort economic transparency (Especially in a Communist regime) in the financial system.
Conclusion: Buy it with the purpose of diversitation. Jack CAN NOT do all that he wanted, he is a visionary but also a property of China (sadly) his outspoken nature could backfire. But China will not let BABA fail easily, not until there's a replacement with a equal or bigger market cap at least. BABA is so much more than just a company, it is a symbol of some sort.
Disclaimer: I am not a Financial Advisor, content is for entertainment only. All content above are my opinions.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.