Liked the US during 2009
Confidence in the Chinese market is likely to return gradually, depending on multiple factors. These include government policies to stabilize the economy, regulatory clarity in key sectors like tech and real estate, improvements in domestic consumption, and consistent economic growth. Investor sentiment may also improve if there are clear signals of growth in consumer demand and corporate profits, along with evidence of a sustainable recovery in sectors that have faced regulatory crackdowns. International relations, particularly with the U.S. and other trading partners, can also influence confidence.
Confidence in the Chinese market is likely to return gradually, depending on multiple factors. These include government policies to stabilize the economy, regulatory clarity in key sectors like tech and real estate, improvements in domestic consumption, and consistent economic growth. Investor sentiment may also improve if there are clear signals of growth in consumer demand and corporate profits, along with evidence of a sustainable recovery in sectors that have faced regulatory crackdowns. International relations, particularly with the U.S. and other trading partners, can also influence confidence.
chartistkao3 ( Date: 28-Oct-2024 11:10) Posted:
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Beautiful deleveraging, as Ray Dalio describes it, involves reducing debt burdens in a balanced way that minimizes negative side effects like recession and inflation. Achieving this requires a mix of debt restructuring, austerity, monetary easing, and targeted fiscal stimulus to stabilize growth.
 
In this context, further stimulus measures, if crafted thoughtfully, could indeed help revive risk appetite without triggering inflation. This would typically mean directing stimulus toward productive sectors or specific investment channels that support real economic activity, instead of simply increasing broad money supply or consumption. Targeted interventions can enhance investor confidence by shoring up asset prices in sectors that drive long-term growth, all while avoiding over-stimulation of aggregate demand, which often leads to inflationary pressures.
 
As for ageing demographics and declining work age population china could allow more of its younger man to marry thai Vietnam Mynamar or Indonesia ladies to produce more cross breed babies
chartistkao3 ( Date: 25-Oct-2024 10:52) Posted:
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https://www.investing.com/indices/hang-sen-40
IMF sees Growth shift towards BRICs away from G7 in new outlook
IMF sees Growth shift towards BRICs away from G7 in new outlook
chartistkao3 ( Date: 23-Oct-2024 10:43) Posted:
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Whenever you invest in any company, you&rsquo re looking for its market cap to rise. This can&rsquo t happen unless buyers are paying higher prices for the shares, making your investment more valuable.
but I like to buy when everyone like our state investment firm is leaving the second largest mkt
but I like to buy when everyone like our state investment firm is leaving the second largest mkt
chartistkao3 ( Date: 23-Oct-2024 10:33) Posted:
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China&rsquo s property market faces deep-rooted challenges, and while government stimulus can provide short-term relief, it is unlikely to fully &ldquo save&rdquo the sector without addressing underlying issues. Some key problems include a debt overhang, declining demand, and an oversupply of housing, especially in smaller cities.
Recent stimulus measures&mdash such as lowering mortgage rates, reducing down payment requirements, and easing restrictions on home purchases&mdash have sparked some recovery in select areas. However, restoring confidence and stabilizing the market will require deeper reforms, particularly in addressing the indebtedness of property developers and boosting long-term demand.
The success of China&rsquo s stimulus efforts also depends on restoring consumer confidence and ensuring that property remains an attractive investment. Without these factors, stimulus measures may only provide a temporary boost.
confudence will return to china market soon if china continue to stimulate its stock and lending market and loan market and US continue to cut its high interest rates after 5 November 
Recent stimulus measures&mdash such as lowering mortgage rates, reducing down payment requirements, and easing restrictions on home purchases&mdash have sparked some recovery in select areas. However, restoring confidence and stabilizing the market will require deeper reforms, particularly in addressing the indebtedness of property developers and boosting long-term demand.
The success of China&rsquo s stimulus efforts also depends on restoring consumer confidence and ensuring that property remains an attractive investment. Without these factors, stimulus measures may only provide a temporary boost.
confudence will return to china market soon if china continue to stimulate its stock and lending market and loan market and US continue to cut its high interest rates after 5 November 
chartistkao3 ( Date: 21-Oct-2024 15:01) Posted:
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https://youtu.be/s3iM7VslPsQ?si=T1mnXYEwPZKW1gAe
chartistkao3 ( Date: 21-Oct-2024 14:42) Posted:
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美 国 对 中 国
https://youtu.be/V8ify93OA-Y?si=1_u3VmFZxVI5tMOK
https://youtu.be/V8ify93OA-Y?si=1_u3VmFZxVI5tMOK
chartistkao3 ( Date: 21-Oct-2024 11:54) Posted:
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As gold hit use 2732 and bitcoin hit usd 68913
I will be taking money out of indian assets and buy Ocbc shares
I will be taking money out of indian assets and buy Ocbc shares
chartistkao3 ( Date: 21-Oct-2024 11:37) Posted:
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https://www.straitstimes.com/business/property/keppel-land-china-sells-stake-in-china-development-for-s292-million
chartistkao3 ( Date: 21-Oct-2024 11:36) Posted:
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Now Singapore is indian focus after
https://www.mingtiandi.com/real-estate/outbound-investment/keppel-land-exits-shanghai-apartment-jv-with-gemdale-in-112m-sale/
https://www.mingtiandi.com/real-estate/outbound-investment/keppel-land-exits-shanghai-apartment-jv-with-gemdale-in-112m-sale/
chartistkao3 ( Date: 21-Oct-2024 11:35) Posted:
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The big Singapore exit 
https://www.mingtiandi.com/real-estate/finance/capitaland-sells-ascott-heng-shan-shanghai-for-reported-166m/
https://www.mingtiandi.com/real-estate/finance/capitaland-sells-ascott-heng-shan-shanghai-for-reported-166m/
chartistkao3 ( Date: 21-Oct-2024 11:33) Posted:
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While Singapore exit china and biased towards india
https://www.capitaland.com/en/about-capitaland/newsroom/news-releases/international/2023/december/CapitaLand-China-Trust-divests-CapitaMall-Shuangjing.html#
I just started to picked the cigar butt from them
 
https://www.capitaland.com/en/about-capitaland/newsroom/news-releases/international/2023/december/CapitaLand-China-Trust-divests-CapitaMall-Shuangjing.html#
I just started to picked the cigar butt from them
 
chartistkao3 ( Date: 21-Oct-2024 11:06) Posted:
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The term &ldquo panda economy&rdquo typically refers to China&rsquo s economy, as the panda is a national symbol of the country. China&rsquo s economy is one of the largest and most influential in the world, characterized by its rapid growth over the past few decades and its complex mix of state control and market reforms.
China&rsquo s economy is shaped by several key factors:
      1.      Manufacturing Powerhouse: China is the world&rsquo s largest manufacturer, producing a significant portion of global goods, particularly in electronics, textiles, and machinery.
      2.      Global Trade: The country plays a central role in global supply chains, being both a major exporter and importer of raw materials and finished products.
      3.      Economic Policies: The government often intervenes in the economy through monetary policies, trade regulations, and state-owned enterprises, particularly in sectors like banking, energy, and telecommunications.
      4.      Innovation and Technology: In recent years, China has placed heavy emphasis on innovation and the tech sector, with companies like Alibaba, Huawei, and Tencent becoming global players.
      5.      Challenges: The &ldquo panda economy&rdquo also faces several challenges, including managing its debt levels, balancing growth with environmental sustainability, and addressing income inequality.
In the global context, China&rsquo s economic policies and growth strategies have far-reaching impacts on trade, investment, and geopolitics.
China&rsquo s economy is shaped by several key factors:
      1.      Manufacturing Powerhouse: China is the world&rsquo s largest manufacturer, producing a significant portion of global goods, particularly in electronics, textiles, and machinery.
      2.      Global Trade: The country plays a central role in global supply chains, being both a major exporter and importer of raw materials and finished products.
      3.      Economic Policies: The government often intervenes in the economy through monetary policies, trade regulations, and state-owned enterprises, particularly in sectors like banking, energy, and telecommunications.
      4.      Innovation and Technology: In recent years, China has placed heavy emphasis on innovation and the tech sector, with companies like Alibaba, Huawei, and Tencent becoming global players.
      5.      Challenges: The &ldquo panda economy&rdquo also faces several challenges, including managing its debt levels, balancing growth with environmental sustainability, and addressing income inequality.
In the global context, China&rsquo s economic policies and growth strategies have far-reaching impacts on trade, investment, and geopolitics.
chartistkao3 ( Date: 21-Oct-2024 11:04) Posted:
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The one year loan prime rate was lower by 25 basic points to 3.1 % from 3.35 %while   five year loan prime rate was cut by the same margin to 3.6% from 3.85% previously 
the lending rates were last cut in July
the lending rates were last cut in July
Other than Yanlord just continue to buy ivbc
https://investors.sgx.com/securities/stocks?security=O39
https://investors.sgx.com/securities/stocks?security=O39
chartistkao3 ( Date: 21-Oct-2024 09:53) Posted:
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Insider trade
https://yanlord.listedcompany.com/stock_insider.html
https://yanlord.listedcompany.com/stock_insider.html
chartistkao3 ( Date: 18-Oct-2024 16:00) Posted:
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https://www.moomoo.com/hans/news/post/22831087/insiders-continue-to-buy-yanlord-land-group-limited-sgx-z25?level=1& data_ticket=1729238335497579
中 国 大 佬 又 要 privatise Yanlord ?
中 国 大 佬 又 要 privatise Yanlord ?
chartistkao3 ( Date: 18-Oct-2024 14:54) Posted:
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https://www.businesstimes.com.sg/property/apollos-s65m-fish-farm-be-sold-fraction-cost-amid-owners-financial-woes
chartistkao3 ( Date: 18-Oct-2024 14:46) Posted:
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To buy sgx shares just monitor sg t bill yield when it fallen to 2.3 percent by middle 2025 more. Obey will be moved out of this bill do not need parliament to approve
chartistkao3 ( Date: 18-Oct-2024 14:44) Posted:
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https://m.lejucaijing.com/news-6637526274032320365.html
why buy Singapore overvalued condo and landed property or shops just brought into the 100 over years listed branded property share and waited for rate to fall like the sg t bill yields
why buy Singapore overvalued condo and landed property or shops just brought into the 100 over years listed branded property share and waited for rate to fall like the sg t bill yields
chartistkao3 ( Date: 18-Oct-2024 11:03) Posted:
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