Why Morgan Stanley Remains Cautious On Chinese Stocks
Laura Wang, Chief China Equity Strategist at Morgan Stanley, says she remains relatively cautious on Chinese markets within the global EM framework. She speaks with David Ingles and Yvonne Man on "Bloomberg: The China Show".
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'Cautious?'....should be more like Red Alert, Shields Up!
@seancai1049
Ай бұрын
Don't be ridiculous Chinese stocks are undervalued right now because of Geopolitical Reasons, while US stock is extremely overprice I can give you same examples, DoorDash is worth 55Billion while MeiTuan is right now 78 Billion but Meituan's Revenue is 10x that of Door Dash and control 53% of food delivery market in China, Stock like Tencent which is comparable to Facebook is 1/4 the Value of Facebook at the moment whatever negative impact of Chinese Economy slowing is Priced in already if you're actually looking at Revenue and Earning right now is a great time to invest in Chinese Stock
It's clear stay away from Chinese stocks, sell them if you own them... the future this year isn't bright... get out ASAP...
@LokiTheGodofMischief
2 ай бұрын
LOL here's the funny thing Morgan Stanley literally bought 1.5 M shares of Baba and other Chinese companies in their recent filing. I can name a few billionaire super investors who did the same.
@justinl1880
Ай бұрын
You are smarter than Tim Cook?
@seancai1049
Ай бұрын
Don't be ridiculous Chinese stocks are undervalued right now because of Geopolitical Reasons, while US stock is extremely overprice I can give you same examples, DoorDash is worth 55Billion while MeiTuan is right now 78 Billion but Meituan's Revenue is 10x that of Door Dash and control 53% of food delivery market in China, Stock like Tencent which is comparable to Facebook is 1/4 the Value of Facebook at the moment whatever negative impact of Chinese Economy slowing is Priced in already if you're actually looking at Revenue and Earning right now is a great time to invest in Chinese Stock
Uninvestable! China's economy is facing structural issues, which can only be fixed by regime change. Taiwan 🇹🇼 can help!
@teckchuonting4582
2 ай бұрын
😂😂😂
@LokiTheGodofMischief
2 ай бұрын
LOL here's the funny thing Morgan Stanley literally bought 1.5 M shares of baba and Chinese companies in their recent filing. Many super investor billionaires too.
CSI 300 and HSI gonna tank rally done.
Why would anyone invest in Chinese stocks if you can just put your money in VOO for 10% a year gain???
Do the opposite of what the big banks analyst/strategist said
what's the point of paying her, if they are
Well Ukraine war would make Chinese stocks tough. We all know China and Russia are close with the same pre WW2 roots
Morgan Stanley being negative means that it will be positive. They have the worst buy-side analysts on the street!
You never invest in communism. End of story.
@yyan6501
2 ай бұрын
which China is not. China is national Capitalism.
@hillerm
2 ай бұрын
@@yyan6501Tell that to Xi.
@yyan6501
2 ай бұрын
@@hillerm Why? Because he doesnt know? Do you even understand what is national Capitalism?
@jimbojimbo6873
2 ай бұрын
China is Socially communist, fiscally capitalist
@hillerm
2 ай бұрын
@@yyan6501 No, because Xi obviously doesn’t believe in capitalism. His goal is to return the country to socialism through “common prosperity”.
Looks like Morgan are hostages.