A lot of individuals claim they’re interested in “grabbing a piece of the China pie” without realizing that there are a wide range of roads they can take to achieve said goal. Needless to say, each road/option comes with its own risk factor and no matter which one you end up going with, there are
Investing in China
06
Jun
Jun
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What the Market Capitalization (Market Cap) of Chinese Assets Does and (Especially) Doesn’t Tell Us
Time and time again, the market capitalization of a certain asset (from stocks to cryptocurrencies) is used as a (somewhat) misleading selling point by those interested in painting a bullish/optimistic narrative and the exact same principle is valid when it comes to Chinese assets. To put it differently, commentators interested in pushing a bullish narrative
03
Jun
Jun
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Is China Overvalued or Undervalued?
We live in a most peculiar financial landscape, which involves the unsustainable being pretty much accepted as status quo: central banks that have injected record-breaking amounts of liquidity into the financial system in correlation with keeping interest rates either at (pretty much) zero or even negative, asset bubbles which have emerged across the board as
01
Jun
Jun
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Will China Ever Respect Human Rights by Western Standards?
Whenever such sensitive topics pop up, authors are tempted to start an article with a highly nuanced first paragraph, usually one which explains how complex and open to interpretation from various angles a certain topic is. When it comes to this article, in the spirit of being blunt to the point of brutally honest, we
26
May
May
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Understanding China FUD: Fear, Uncertainty and Doubt
It is quote common for there to be a quasi-permanent battle on all fronts between bears (those who believe a certain asset is overvalued and that prices will go down) and bulls (those who believe the exact opposite, that a certain asset will go up in value). Some bulls and bears have no skin in
25
May
May
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“Predicting” Tops and Bottoms: Does Time in the (Chinese) Market Beat Timing the Market?
It is oftentimes considered quasi-axiomatic that “time in” the market (having exposure to certain assets) beats “timing” the market, in other words beats trying to predict tops and bottoms. Some market participants swear by this adage, others roll their eyes due to considering it so overly-used that it lost all substance. What does the ChinaFund.com
23
May
May
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Incompetence in China: Causes, Context and Coping Mechanisms
Whether you are interested in setting up shop in China or in simply gaining exposure to Chinese assets in a (relatively) passive manner, the ChinaFund.com team believes in being upfront and making it clear right off the bat that yes, incompetence will represent one of the major issues you will undoubtedly come across and to
22
May
May
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Counterparty Risk in China: A Potential Deal Breaker?
At the risk of repeating ourselves, we want to make it perfectly clear that ChinaFund.com is in no way here to “pitch” China as the perfect jurisdiction. In fact, there are countless articles which revolve around the exact opposite, the fact that there are significant drawbacks associated with launching a business in China, working with
21
May
May
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The Importance of Take-Profit and Stop-Loss Orders/Decisions (Including Trailing Stops) When Trading Chinese Assets
The number one message we are trying to get across through this article revolves around the importance of… well, actually having an exit strategy, with all that entails. This goal may seem blatantly obvious but in reality, the overwhelming majority of traders don’t actually have a meaningful exit strategy and choose to play it by
18
May
May
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Collusion in China: Tacitly Tolerated or Meaningfully Tackled?
As mentioned in our article about cartels (one we encourage you to read by clicking HERE before continuing with this one), competition isn’t always perceived as amazing by business owners in light of the fact that one step at a time, their bottom line is affected until some kind of a niche-wide balance of minimum