Comments by "Godzilla Mothra" (@godzillamothra5983) on "CNBC International News"
channel.
-
600
-
419
-
233
-
194
-
166
-
70
-
57
-
44
-
38
-
36
-
34
-
29
-
25
-
25
-
23
-
22
-
22
-
18
-
17
-
17
-
17
-
16
-
15
-
14
-
14
-
13
-
12
-
12
-
12
-
11
-
Deflation is inevitable when the world economy slow down, and the US is raising interest rates to absorb the liquidity to deal with inflation, while China need to adjust the overcapacity of its industrial production. Once the issue of overcapacity is dealt with, and it will, whether the soft way or the hard way, price will bounce back, and only God know how high it will bounce. Made in China has kept the price of every thing low for the past 30-40 years, and that era is ending. The world will know the true price of their living standard when the Chinese stop producing cheap goods. The Chinese have plan for the future, they have focus on developing the new industrial revolution like renewable energy, nuclear energy, space exploration, EV, aviation industry and tech etc. Do the world have plan for the future? Vietnam is reaching the bottleneck, India infrastructure will need 20-30 years to even catch up with China. I suspect Mexico is also soon will reach the bottleneck just like Vietnam. On shoring in the US is a joke.
11
-
11
-
11
-
11
-
11
-
11
-
10
-
10
-
9
-
9
-
9
-
9
-
8
-
8
-
7
-
7
-
7
-
7
-
6
-
6
-
6
-
6
-
6
-
6
-
6
-
5
-
5
-
5
-
5
-
What is the meaningful way in addressing the property crisis according to you? Bailing them with tax payer money like the US did in 2008? I don't think so. China is doing what smart nation do in a crisis, not wasting a crisis. This property crisis is a good moment to teach people not to gamble in property speculation. Something the governments around the world, including China, have failed to do for years. Just like Xi said, house is for living, not speculation. You can hate the guy, but what he said is true. Property speculation for decades have only caused property bubbles, and made housing beyond affordability of common people. Speculation also caused bubbles that in turned turn into massive loss as we saw in US 2008 mortgage meltdown.
As for investing in China, I see no reason not to do that. You just need to pick you cherry. Some companies are still profitable, yet their stocks are falling down. Meaning, it is a once in a lifetime chance to pick steep discounted stocks. For example, Alibaba, it is ridiculous how cheap its stock is currently, even though it is still making money. The fundamental is sound.
The only headwind is the possibility of US-China war. But if it happen, stock market crashing is probably the last thing you worry about.
5
-
5
-
5
-
5
-
4
-
4
-
4
-
4
-
4
-
4
-
4
-
4
-
3
-
3
-
3
-
3
-
3
-
3
-
3
-
@ssuwandi3240 You think China wanted conflict? For decades China is making cheap stuffs to export to the west, and grew out of poverty from it. But China reached a certain point where it is not enough anymore to just relying on being OEM and exporting cheap goods. This is what they called middle income trap. To break out from this trap, China need to have its own corporate champions and China did succeed in creating giant corporations like Huawei, Alibaba, Tencent, DJI, Hisense, TCL, BYD, Nio, and many more. How did the west respond? Well, the US launched a trade war and a so called decoupling that downgraded to derisking. Should China just close shops and back to being OEMs, and forever deemed its citizens to be slaves? Hell no.
Oh and your reasoning that Japan came out of its lost decades because of tourism is hilarious and wrong. For one thing, I'm not even sure Japan is out of the wood yet. Secondly, big economic countries like China and Japan can't just rely on one sector, just like it won't go down just because one sector is in trouble. That's why this so called China is doom because of property crisis theory is also incorrect as we can see from the GDP growth that is still can be considered healthy in many countries.
3
-
3
-
3
-
3
-
3
-
3
-
3
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
It is money in digital form instead of paper, backed by Chinese central bank and state. Comparing it with bitcoin is like comparing banks and casino. To make it simple, one digital yuan is always equal to one paper yuan. The benefit of it is that it is more efficient than paper money, and people might not need banks' services anymore, you can literally keep all your wealth in one smartphone, or card, or your pc, etc; and you can transfer your digital yuan to others bypassing the banking system too, which mean bye bye SWIFT and US dominance in world banking system.
The real threat is to the banking system. The only way for banks to attract saver is by offering them interest. But there will be a lot of consolidation in Chinese banks, you might not need that many banks anymore. In fact, if the Chinese central bank want, it can now directly serve the Chinese consumers with little cost.
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
2
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
again, why China need a bazooka when the economy is still growing 4-5% a year? that is about 900 billion growth, equal to about a third of Indian economy. Stock market isn't an economy, the price of stocks don't reflect the economy, it doesn't even reflected the Chinese companies. Just look at Alibaba stock price, so low considering the company is still massively profitable. There if FUD going on, and smart person will hoard that stocks, just like what Michael Burry did. As for something structural going on in China, yes, but not the problem, but the reform. China is moving up the ladder in supply chain, restructuring the economy from manufacturing to services, none of the reform without pain, but long term, it will result in gain.
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1
-
1