The Knight
01-24 09:32

China will bottom up in coming 2 years as the government needs to stimulate the economy      in ensuring growth and stability. 


Below is just few key points supporting optimism:

Government stimulus:

Chinese authorities are expected to continue implementing policies to stimulate domestic demand, including measures to boost consumer spending, which could offset the slowdown in the real estate sector. They have learnt their lseason from the previous experience.

Focus in export despite tariffs from US

China's manufacturing sector is currently experiencing strong export performance due to high global demand, providing a significant economic boost. The support from govemrnent is far from over and may implement key monetary to support the local industries and manufacturing.

Bottom Up for Property market

After a period of decline, the property market is showing signs of stabilization, which could positively impact economic activity. The Covid  has impacted greatly the property market and real demand and supply will kick into the market which is positive for the people.

Focus on high-quality growth:

The "Made in China 2025" initiative aims to promote innovation and development in key industries like technology and green energy, which could drive long-term economic growth.

However, potential concerns remain:

Trade tensions with the US:

Ongoing trade disputes with the United States could continue to create uncertainty and impact economic growth.

Debt levels:

High levels of debt in the Chinese economy, especially within the local government sector, could pose a risk to financial stability.

Demographic challenges:

China's aging population could put pressure on economic growth in the long run.

Overall, while there are reasons to be optimistic about China's economic outlook in 2025, the success will depend on the government's ability to address structural challenges and navigate potential external risks effectively. 

New Liquidity? Are You Bullish on China Stock Rally During CNY?
At today’s meeting, China announced a new policy stating large state-owned insurance companies are required to allocate 30% of their new premiums each year to A-share investments starting in 2025. Historically, Hong Kong and A-shares tend to perform well in January, during the Chinese New Year period. ------------------- Does this signify new liquidity for the stock market? Is it a positive signal or not? Should investors hold on for more gains or take profits now? Which Chinese stock are you most optimistic about?
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Comments

  • The Knight
    01-24 11:20
    The Knight
    Patience is the game for those who invests long term in order to reap in profits. China and HK stocks are battered hard over the past 3 years due to all the headwinds that they faced politically, socially, economically and constant treat from US on the tariffs. What I can say is that, Be Greedy when everyone is fearful and Be Fearful when everyone is Greedy. If you invest at a low, you don’t need to be overly concerned and don’t chase when it is on uptrend. Be excited when it hits low but not new lows. Good luck to all Tiger investors. Happy Chinese New Year. :)🐍
  • Olivia Bruce
    01-24 10:09
    Olivia Bruce
    The core question is when and for how long?
  • AuntieAaA
    01-24 11:50
    AuntieAaA
    Good
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