Carson Block says China is 'Uninvestable'
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- Опубликовано: 11 окт 2024
- Muddy Waters Research founder Carson Block says speculative names might not be the best shorts. Speaking with Sonali Basak on Bloomberg Television, Block also comments on where he is seeing opportunities in Asia, his bearish view on Blackstone Mortgage Trust and risk associated with commercial real estate.
For more on this story, please see: www.bloomberg....
WOW..Bloomberg being the mouthpiece of China I don’t think they will invite Mr. Carlson again!! But absolute truth and reality from him and I really am impressed!
I agree. Its not widely acknowledged, but strangely Bloomberg has been extremely pro CCP. I wonder what the connection is between Michael Bloomberg and China.
U$ Trade Wars on PRC, Russia, Iran, Venezuela, Cuba, etc ...
🤷
@@jdbrinton I am pro ccp
Prove me wrong. Waiting
Usa would be no 1 economy of the world if it
1. Remembered that taiwan is part of china
2. China survived holocaust in ww2
3. Stop illegal sanctions
4. Realise israel is a terrorist state and dismantle it
@@jdbrinton humans are pro ccp . Bots are anti ccp
He is right about China, uninvestable.
I’ve made money.
@@rhena229 Good for you. Your money. Your risk.
@@rhena229most people lost money. Not just foreign investors, but Chinese domestic folks. Chinese don't invest in the Chinese stock market for a reason.
@@incipidsigninsetup Remember what Warren Buffett once said? “When others are greedy, I’m afraid; when others are afraid, I’m greedy.” Most of people who lost money didn’t follow that rule. That’s an unfortunate reality.
@@incipidsigninsetup I diversify my investment, including Chinese tech stocks, and I nibble, never go all in.
As more transportation prices rise, as more useful is to have the factories near the costumers.
Carson Block going wild on the Ozempic
Holy eff, Didn't even recognize him. Nice work, Carson!
Investors are fleeing China. The long term implications for China are really yet to be seen.
Why are foreign investors "fleeing" the PRC ...U$ Trade War !
From unfair tariffs to unjust sanctions and embargoes !
Wtf are you going to short when one day Emperor Xi wakes up on the wrong side of the bed decides to nationalize everything 😬
The statement that something is 'Uninvestable' is a red flag of that person's understanding of what investing and thus a risk/reward profile of capital deployment actually is.
Its about property rights. If a Government can just keep changing the rules- you can not work out what the risk is- as decisions are just made on the fly. How do you price the risk?
@@bkldaskdfsjjdsa
PRC's property rights is stationary .
"It's not investable" sweet, sweet words to my ears.
Why? U crazy?
Sheep
U$ Trade Wars .
Countless Chinese Christians lose their jobs too .
🤦
China and Vietnam are both communist countries. Why do more western investors go to Vietnam than to Indonesia/Philippines/Malaysia/Thailand? Are they really moving away from the dictatorial Chinese government? Vietnam is a communist country, one party and clearly dictatorial. Do they expect Vietnam to become a democratic country because of demands from the WTO or the business community? Vietnam currently has wages below Indonesia, Thailand and the Philippines, when Vietnam's wages rise, they will leave Vietnam and go to Bangladesh/Pakistan or India.
Because Vietnam politically collaborate with Western countries.
@@mariajiao4855 its just like china in 90's when china open ther market. We will see in the next few years that the Vietnamese Communist Party will be accused of violating human rights and whether the Vietnamese Communist Party will be as strong as the CCP or Vietnam will experience a democratic revolution.
The US started a financial war with China under Biden, and power politics is also another factor here. The US will go after any country they see as a threat to their domination. First the trade war by Trump, then tech war by Biden, and now financial war, its all start to line up. Major power competition won't end for another 30 years, there will be more to come.
Because Vietnam is not and never will be a threat to US global imperialistic hegemony. China is a threat to that world order.
@@Clip_Gallery the Vietnamese economy will never be big enough to be a threat to the USA. So it will never be in the cross hairs of USA.
BaD mouth expertise 😂😢😅
It working for me to invest in China. It’s just the same risks as American such politics, crisis, biases, discrimination….etc.
Get his point on China but Vietnam is NOT the alternative.
i like this guy.
he's a closet War monger .
Profiting from U$ Trade Wars .
He's been hitting the Ozempic hard, I see.
Is a great depression (as occurred in the occidental world in the 30's) can happen in China? They are so many companies moving their money outside of China to build new factories outside of China, will not create a huge surplus of production capacity in China that will lead to a great depression at least in China?
Not going to happen .
U$ Trade Wars will only slowdown PRC's economy .
the way he brommed China 🤣🤣🤣🤣🤣🤣
he supports U$ Trade Wars .
Bloomberb guests are .... waste your time watching ...
If China invades Taiwan, given the inputs from Taiwan and the Mainland into Vietnam's exports, it's fair to say its model would go kaputt too, no?
Big corporations know that China is in a long term downtrend and has similarities to what happened to Japan 30 years ago.
Not really .
It's all about U$ Trade Wars .
@@peekaboopeekaboo1165It is one of the factors but there are a plethora of domestic issues and fiscal imprudence which is a major cause
@@suumitsingh when was the last time you visited china ? lol
I have visited China during its peak in 2010
@@suumitsingh
Not really .
Without Trump's unjust tariffs, sanctions and embargoes started in 2017 and continued under Biden... PRC economy should've been much better today !
And somehow ASEAN is less sketchy
How many people here have been to China? Including this arrogant dude who’s understanding about world politics is very shallow.
I lived there for years. I have never invested in any companies there and never would.
@@hillerm I’m Chinese American, and I know Chinese society well. There’s opportunity in every market, but you must keep yourself updated and know the spending culture well. I pick the stocks that work for particular economic situation, and I sell when the economy changes, and turn around to buy news stocks are suitable for the new trend.
@@rhena229 How are you going to keep yourself updated when so much of the data is fabricated and companies risk imprisonment for doing due diligence?
@@hillermlol!!!! More updated than you can ever do. You sound like someone who gets ZERO update outside of your tinny little comfort zone.
@@rhena229 I actually live in China. Have you even been to China?
Well framed view, sir.
he's a War monger. Profiting from U$ Trade Wars .
The best choice is investing in Indonesia. Government not manipulated by foreign
Governments. Infrastructures are much better than India and workforce is strong.
china building their infrastructures and china is their biggest trading partner
Spoken like a true amature, nice!
Honest talk about China 🇨🇳📉
U$ Trade Wars
I think % move is the wrong way to look at bubbles today. Due to passive, the bubble is in market cap. Nvidia added half of Cisco's peak Dotcom market cap in a single day post results. When passive gets outflows one day, this will al evaporate
What about India?
😂
不言而喻… it’s ironic u need Carson to stand out for this …
U$ Trade Wars
🙉🙈🙊
I am a contrarian .
When everyone hates the stock market because of politics…..I LOVE IT.
My contrarian play have netted much profits.
Once in a while I got stucked…….hahahhahaha..
Never love the emerging market too much as once the froth goes ….you are really stucked.
U$ Trade Wars
Stay firm and strong ...invest in Mainland China .
@@peekaboopeekaboo1165
Invest in China only if your horizon is longer term.
Short term it is sideway.
The PE and Div yield is RIDICULOUS.
Bank of China gives a Div yield of 8.5% and PE of 5.
Indian bank is Div yield of 1.5% and PE of 25.
China is unstoppable 🇨🇳
他不知道自己在讲什么。
Vietnam’s and Indonesia’s upstream supply is still from China. This dude is such a total B.S.😂
wow. he lost a lot of weight.
Muddy wayers research lol
He is such an a..
真正意义的投资在党国根本不存在！The term “invest” simple doesn’t not apply to commi-controlled territory. Asset can’t be taken, seized, confiscated and owner executed for some BS made up “crimes.”
U$ Trade Wars
Ask yourself if you trust Xi? 🥺
more than Biden at this point
I can't stand this host
I cannot stand you.