To The Moon

This is a good topic for discussion. Personally, I have friends who will NEVER invest in HK/China stocks no matter how cheap the stocks are value at as they simply do not like the CCP regime influencing the stock direction. It ultimately boils down to how individuals perceive as many in this group believe they are simply un-investable. Perhaps the western media negativity over the past years play a part in their decision 🤔😂

As for me, as long as a business continues to generate positive cash flow, increase revenues, have a wide moat etc etc, I will invest in it. The stock price will always revert to their mean over a longer period of time. The question one should ask is how would CCP benefit if they kill their cash cow businesses? If China want to continue to grow their economy, does it make sense for them to place policies that will kill off their cash cow businesses domestically and internationally? Take for example, anti-monopolistic laws and regulations allow the chinese firms to have a fair competition which I see it as healthy. 

For HK/China sector, I'm already fully vested hence will not add more positions into my existing portfolio. If I'm not fully vested and want to own some Chinese businesses I would consider those that are recently added by the big boys mentioned in this topic 😉

No one is able to call a bottom but looking at the valuation across all sectors within HSI, it's at attractive level. Consider there are country wide protest currently but market seems resilient we might have seen the bottom, who knows 😂