Ant could become the poster boy for Chinaâs plan to attract fast-growing technology champions to list on its domestic markets so that its citizens can easily reap the benefits of rising share prices in the wake of red-hot IPOs.
Xi is not as powerful as @manch suggests and what Trump claims. Corporate choose where to list. It appears is not liquidity that is driving Chinese businesses to list outside of China, is visibility and ambition to be a MNC.
âYouâre buying China if you buy into Ant ⌠They will grow at a slight multiple to the nationâs consumer economy,â said Rob Jesudason, founding partner and chief investment officer at financial services principal investment firm Serendipity Capital and former CFO of Commonwealth Bank.
Buying BABA is buying Ant
âAn American consumer is probably more profitable right now than a Chinese consumer, but that might not be the case [in] 20 yearsâ time,â said Jesudason.
For @manch to decide whether this is an opportunity and whether it can be achieved.
WW3 is war between haves and have-nots, not amongst nations. Most probably start in USA and export to other nations. Build a hardened shelter in your home, you would need it.
My understanding of wars is that people who have nothing do not go to war. Wars are fought between parties who have some power already. They are either defending or expanding their current fiefdom.
Most likely place WW3 will break out: first the South China Sea, second Taiwan. People should take Xi literally and seriously. Go back and read his speeches over the years. He never deviated from the plan he stated openly. Xi promised to take back Taiwan during his term.
Apple better moves its factory out of China fast. It has 5 years, or less.
USA and Vietnam have signed an MOU in which US will protect the Viet fishermen. Speculation is that this MOU can result in a military base in Vietnam at later date.
All companies listed have met proper standards. Donât insult SEC. Youâre talking like the âIâm the best, blame othersâ.
My message in the original statement is valuation wonât drop because of de-listing - a fear that many have. Remember, investors are not politicians, only care about making $.
That is what every investors expect and assume, but it differs between regular US filing and ADR filings (including country related gaps) !
It is up to the individual investors to know the rules and protect their investments.
I do not invest outside USA and I never care about ADRs or the associated rules.
One example, Warren Buffet does not need to provide 13F filing for his entire China or overseas investment, neither the company (ADR) needs to report it.
This rule warren buffet discussed in my latest investors conference and did not tell how much he invested in China and which are those companies.
Now, what is the implications? Even for US, SEC is coming with changes and how people are reacting it. See here.
When Elon Musk make this kind of statement. what do you think Global Weatlh Funds will think?. And this Tik Tok spat. without investment confidence. we are looking at 100s millions of job losses and trillions of money printing to keep the tax system afloat.
The Process has already started.
Europeâs defense companies want to forego US technology
The link points to the reason why Elon Musk is unhappy about the US. He also said that Tesla had received the least government assistance of any U.S. carmaker.
Musk also said:
Musk replied: âChina rocks in my opinion. The energy in China is great. People there â thereâs like a lot of smart, hard working people. And theyâre really â theyâre not entitled, theyâre not complacent, whereas I see in the United States increasingly much more complacency and entitlement especially in places like the Bay Area, and L.A. and New York.â
Musk is welcome to take all money he can from Chinese government.
Added a few Min later to cover ITAR:
ITAR does put restrictions on movement of US tech across borders. Technology outside ITAR can be seen somewhat as open source tech. Think of it as an open source (like linux) system versus a closed one (like Microsoft Window or Apple IOS). US military technology comes with restrictions and lot of countries do not like that. Is it good or bad for US? Hard to say. I think it is OK to keep your military tech under control.
Your links provide some good perspective as seen from the European Vantage point.
Jay is covering his arse with that political statement.
Easy to resolve. Ask them how much they are investing and how much return they are expecting. Then ask Fed to start the printing press and give to them. Done.
You support Trump, feel entitled like a Democrat. I am the best, I have the best environment, so I am entitled to good life without needing to work hard for the money.
Elon Musk defies Trump directive and build gigafactories in high cost area like Berlin and Shanghai, and build terafactory in no-entitled-attitude city like Austin suburb
âWhen youâve been winning for too long you sort of take things for granted. The United States, and especially like California and New York, youâve been winning for too long. When youâve been winning too long you take things for granted. So, just like some pro sports team they win a championship you know a bunch of times in a row, they get complacent and they start losing.â
Describe attitude of Californians like @manch well. Austinites are taking your