China Bull!

De: Franz Wichtgenstein

Narrado por: Virtual Voice

China has controlled global commerce for the better part of five millennia, and although I don't agree with everything the country does, they speak a language that I know, i.e., money, capitalism, and profit. The Trump 2.0 Administration's tariffs are both good and bad as they help to fund some fledgling government programs, create volatility in the US stock market, and bring the dollar index to lows that we haven't seen for decades. Personally, I think the Trump 2.0 Administration wants low interest rates, meaning cheap money, so they can throw an economic party. Meanwhile, a good hedge against the uncertainty in US markets is Chinese stocks, and although US investors have exposure to more than 275 Chinese stocks listed on our exchanges, it would be great to have even more. Most of the companies have excellent debt-to-earnings ratios, and by diversifying into Chinese equities, people have the ability to insulate their investments from the Trump 2.0 Administration's tariff drama in a fairly safe manner. China’s GDP has grown steadily for decades, and although there was a contraction of GDP’s globally during the COVID-19 Pandemic, China’s GDP growth has averaged just under 7% for the past five years and should do very well in the decades to come as the Belt and Road Initiative is currently opening up new markets, connecting the world, and responsible for the largest building projects globally today. Meanwhile, Americans and the West were told that "Liberation Day" was April 2, 2025, which it was, but it didn't happen in the US. "Liberation Day" happened in the Gobi Desert in China, where the world's first working thorium nuclear fission reactor went online and has been refueled multiple times in combination with plans to scale it across the country and the world by 2030. The real "Liberation Day" was Chinese as the nation freed itself from energy exports from the Middle East for the next 20,000 years, which simultaneously made oil exports and micronization only fractionally important moving forward. If you aren't bullish on Chinese organizations and securities, then you will probably be left behind, as the main overhead for most organizations, that is, energy, has just been slashed across China, as well as a much steadier investment environment with predictable returns being offered comparatively to the rest of the world. If you weren’t bullish on Chinese companies and innovation, you should be now!

“I think the rise of China is one of the great events of all economic and human history, and I think this will be overwhelmingly a positive thing for the region and the world.” -Paul Keating