$Direxion Daily FTSE China Bear 3X Shares(YANG)$ the Chinese economy is in need of a total revamp before their economy can sky rocket. I’m in no doubt that in the long run, China will be a leading economy. However, all the stimulus and state buying of stocks to prop up the market is like pasting a band-aid on an amputated limb. Resetting their economy to be not dependent on property development/construction and trying to grow their domestic consumption will take years. Moreover, with the trade tariffs from many leading economies putting pressure on international demand, it’s just going to be difficult In the near term and for this reason, I am bearish on the Chinese economy.
$Prime US ReitUSD(OXMU.SI)$ Interest coverage ratio is 3.1x so still can pull through short term headwinds. Bank of America facility due in July will likely be renewed as well given BOAs track record. However, as long as interest rates remain stable and rental occupancy stays high.
$Prime US ReitUSD(OXMU.SI)$ this can be a good counter to buy as it gets decimated by the highinterest rates. Occupancy rate is stable, and slowly increasing as more companies are still maintaining offices with hybrid working environment. The Average WALE is around 3.86 years as well. Dyodd, but for myself, I will be holding on to this.
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ While Chinese stocks are very undervalued right now, investors must also find the economic growth engine for China to recover. As the US cuts interest rates, the demand of RMB pushes up their currency strength, possibly negating the impact of any export benefit due to China’s deflationary environment. Moreover, with many trade partners wary of China’s alleged export dumping policies, China will struggle to find an economic growth sector to replace the gap left by their crumbling construction industry. The fact that 70% of stored family wealth is in the deflated property sector, and with 17.1% of youth unemployment, and a pension issue, China will find it difficult to
$ProShares UltraPro Short QQQ(SQQQ)$ J.P.Morgan raised the odds of a U.S. recession by the end of this year to 35% from 25%, citing easing labor market pressures. Tech stocks still overvalued
$CapLand China T(AU8U.SI)$It's a pretty good deal. Based on their 2021 report, 77% of their debt is based on a fixed interest rate. Avg Tenure is 4years. Currency also hedged in SGD so the fear of increasing interest rate is mitigated for this REIT.
$CapLand China T(AU8U.SI)$If you're choosing between Mapletree NAC vs AU8U, I think Capitaland China Trust is better. I like that they have diversified into other new economy properties such as Logistic And Business Parks. This gives their revenue more stability.
$Tiger Brokers(TIGR)$Earliest delisting is in 2024. Moreover, there are talks between the chinese financial regulator with the SEC to smoothen things out. This fear of delisting is nothing new and have been exploited by the Shorts. For those holding TIGR shares, do not loan your shares out to the shorts as it will decimate your long position further. As long as TIGR's business isgrowing, it will eventually be reflected in the Increase of the price of the shares.
$Tiger Brokers(TIGR)$It's normal for a stock to take a breather after consecutive green days. Most Chinese ADRs are down as well. However, it is also true that TIGR is actively shorted as well. But for long term investors, just hold your ground.
$Tiger Brokers(TIGR)$Delisting does not mean that money is lost forever. You are still the owner of the share. In essence, as long as the company is still profitable, we will still have a cut of the pie
$Direxion Daily FTSE China Bear 3X Shares(YANG)$ While Chinese stocks are very undervalued right now, investors must also find the economic growth engine for China to recover. As the US cuts interest rates, the demand of RMB pushes up their currency strength, possibly negating the impact of any export benefit due to China’s deflationary environment. Moreover, with many trade partners wary of China’s alleged export dumping policies, China will struggle to find an economic growth sector to replace the gap left by their crumbling construction industry. The fact that 70% of stored family wealth is in the deflated property sector, and with 17.1% of youth unemployment, and a pension issue, China will find it difficult to