China Gaming Ban | Is China Even Investable Now?
Ойын-сауық
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Co-host: @KelvinLearnsInvesting @TayChiKeng @BoonTee @learninvestearnsave
0:00 - China adds gaming ban
4:08 - What's the impact of this ban?
12:34 - Impact on shareholders
18:17 - China government is playing whack-a-mole?
25:23 - Why is Chi Keng still invested in China?
34:42 - Why is everyone so bearish about China
39:22 - Chi Keng's reflection point
Пікірлер: 25
Well said Kevin
Similar to Ti Gam mystery boxes physically or even online (in games). Sort of like gambling. Some people addicted to buying it. Happy New Year BagHolder Pod !
Alibaba did monopoly in the past in ecom. I’m in the sector, example, they force the brand to choose only ONE platform to launch their certain new product. Not now anymore.
politics and markets dun mix... i learn from some biz news channel, whenever the govt interfere, that market is going sh*t
Share the bagholders’ pod 2023 % return pls thanks
well said by red gate guy Ms Shao, the top of ccp board is running the country as "Big" as villages, possibly the policy advisers to the emperor (like Ming dynasty) were promoted from sub-urban villages.
Adam Khoo has already exited china market
@WanderlusttheWorld
6 ай бұрын
He exited tencent only. But plan to exit others when they go back to near fair value.
Adam delay rest of China stocks sales after rebound. Basically timing from oversold. However long term, we all know.
China regulation PTSD won't be fading anytime soon. No companies like extra regulations, it's the same in both the US and China. Many people like to say in hindsight that the Chinese government doesn't like gaming/tuition/monopoly and crackdown was expected. Yet, the fact is Chinese stocks reacted so badly says it all. While regulation is expected, the brutality of these regulations were not. The classic example is tuition, people expects new guidance, not an entire industry flatten. The latest gaming regulation PSTD is just that, a overreaction from what seems like a non-issue. Can't blame the market when so many investors get hands burnt for so long.
Audio?
@bagholderpod
6 ай бұрын
Ops, it was still processing. It's ok now
@BoonTee
6 ай бұрын
Refresh again should work
Diamond hands? HAHAHHA
"Failure is a path to success" "BYD" is one of the big good companies in China that tell us not to underestimate them. I see great potential in some of their big good companies doing extremely well in future. You must understand the fact that the country is evolving at a tremendous speed. The only problem is their "Roti Prata Flipping" attitude in their policies. Only time will tell. Just hope that they "learnt" and evolve and do better in future. Currently China stocks seems to be at their bottomless pit of nowhere. Will they crash even more till they bankrupt and die?😂
Ccp authoritative mindset manipulation. The removal of officer was just sacrificial lamb.
Muted?
@bagholderpod
6 ай бұрын
Ops, it was still processing. It's ok now
@BoonTee
6 ай бұрын
Refresh again should work
“Anyway” not “Anyhow” 🤦🏻 Accurate English please
@BoonTee
6 ай бұрын
anyhow /ˈɛnɪhaʊ/ adverb 1. another term for anyway. 2. in a careless or haphazard way.
Happy New Year, CN bagholders 😂 For CK, long term is 100yrs and if he is flat after that, all is good! 🤦♂️
BaBa to the Moon..Huat Ah