Do you remember the username? I would like to see the dunks
Thanks for sharing!
Unless you look for companies that are not on the blacklist but in a geostrstegic industry. You’d still have the risk that they could end up on the blacklist…
I don’t want to go into very specifics for various reasons, but can elaborate on the approach/process and thinking. Also the risk involved.
We are in decades weeks times and there’s a lot of geopolitical shifts happening. This means lots of investment/speculation opportunities. Dialectical and historical materialism let’s you understand the laws governing these shifts and helps you find investment opportunities easier™ (This felt soo dirty to type lol)
Following the news mega and reading the coping and seething in WSJ, CSIS, FT etc. articles in regards to China, reading our comrades very insightful comments to contextualize I have been able to get a sense of what industries are interesting to look at.
As a starting point I took the US entity list/blacklist of Chinese companies that you’re not allowed to trade. Since I’m euro based, this doesn’t apply to me so I took it from there. Must be a reason why they’re forbidden fruit, right? This is a major risk though. Euros are cucked by US foreign policy and might follow suit. Your assets can be frozen, stock can be worthless, etc.
First of all it’ll require lots of reading and research on the industry/company you’d like to invest in. Find out what they’re making and what their strategy is. Also take into consideration what the CPCs strategy is i.e. don’t buy evergrande when the CPC has been signaling not to
Once you have a pick (ideally basket of picks to diversify risk), stick with it for 3-5 years. Any news that comes out will have a major impact on the stock price, so you’ll need to have nerves of steel. You’re not doing day trading after all (which is pure casino).
There’s significant financial risks involved, so be prepared to lose it all. Just look at the Russian sanctions how far things can go. The geopolitical rift between china and the US is heating up so never know how it can go.
Good luck
I’m ready to get dunked on but here we go
I’m engaging in speculative trading (meaning: buying and holding stocks for 3-5 years) and betting on the rise of a multipolar world. In practice this mean for me: I pick a stock in the Chinese market that I think will eventually outperform a western company (e.g. EV, semiconductor, fusion, renewables, etc. - actually I picked a company that’s on the US blacklist) and buy an amount where I’m ready to lose the money (I’m aware of the privilege) and just hold it. I follow the news mega so I get a good dose of financial press to keep up.
Is it fair to compare Biden vs Trump as the vote between war with Russia vs. war with China? (i.e. each candidate representing a different faction of hawks)
Happy Birthday 🎂🎈
Top 5 Countries That Produce the Most Semiconductors: Taiwan South Korea Japan United States China
China is listed as the largest and 5th largest in your source
China has ranked first in the share of published papers since 2017, the top 10% most-cited papers since 2018 and the top 1% since 2019.
Moving the goalposts as a coping mechanism
https://www.wipo.int/pressroom/en/articles/2023/article_0013.html
fuck interlectual property in general, so even if China did steal IP from other countries (it didn’t), I’d respect them even more
Cope lib
China retains crown in scientific papers, widens lead over U.S. https://archive.md/BFUU0
I wonder how Saddam got into power in the first place
Soviet Union 1922 NATO 1949 Warsaw pact 1955
NATO was a reaction to Soviet Russia and the Soviet Union was a reaction to NATO. If the Soviet Union fell, who was the great enemy? What was it’s purpose, if not for keeping western global hegemeny. NATO historically has always been the agressing force. Learn about history to get a proper context, lib.
I wonder why that policy decision was made
I wonder why and how that “outside Russian aggression” came about