Trading the china reopening

[Anonymous No.53042482]

Covid will rip through the country and it will all open up in coming months and eventually get back to normal. Many ways to trade this: China stocks, Hong Kong stocks, Macau casinos, oil, copper. Anyone else in this?

[Anonymous No.53042506]

>>53042482
how do i short the yuan?

[Anonymous No.53042523]

>>53042506
just throw your money in a lake, it will have the same effect

[Anonymous No.53042525]

>>53042506
Not sure it's even possible, I don't trade fx. Chyna have capital controls so it would be some derivative you would be trading.

[Anonymous No.53042534]

>>53042482
Yes. But this could last one or two more years. There have been rumors that cofco hoarded food supplies for two years for whole china in their harbour storage units. I guess it takes until the West is weakened enough.

[Anonymous No.53042541]

>>53042525
Isn't this also the case with most other stocks?

[Anonymous No.53042551]

in theory the reopening would be bullish
however the chinese economy is directly affected by the recession felt in europe and america
demand for chinese exports will continue to fall into the near future, paired with chinese property crisis and debt crisis - 2023 could be a doozy, even for our slant eyed friends

[Anonymous No.53042614]

>>53042541
The HK stocks you own equity, the China stocks you own some kind of claim on equity that people treat as enquity

[Anonymous No.53042617]

>>53042551
China have domestic consumption now. The rest of the world still wants stuff. They are doing stimulus

[Anonymous No.53042634]

>>53042534
Covid doesn't hurt economies, lockdowns hurt economies. People will die but the economy will come to life

[Anonymous No.53042641]

>>53042482
I put £1k into Alibaba yesterday. Looks undervalued as fuck

[Anonymous No.53042653]

Here is a prediction of covid spread in China. This will end. Some of these stocks are down significantly still and will come back

[Anonymous No.53042662]

>>53042641
Baba looks really nice

[Anonymous No.53042672]

>>53042482
2021-2022 storm with Alibaba and other tech/commerce stocks have showed what comm party thinks about private investors and economy.

Re-election of Xi Jinping for the 3rd time in a row also shows that there are no rules, which can't be violated or changed by comm party and Xi. Essentially Xi is just China's Putin, so no rules for him.

Idk anon, it looks risky to invest in China desu.

[Anonymous No.53042681]

You're the same anon aren't you. IDK what is it with you - do you think if you keep saying it that it will come true?

[Anonymous No.53042766]

>>53042681
Nope, just another europoor anon, who thinks that there are risks related to Chinese government. Though I don't think it's a bad idea to invest maybe a small fraction, which you are not afraid to lose.

I was pretty much bullish in 2021 and had some stocks and options on Chinese tech and commerce. In the end due to Chinese actions I lost a lot. I didn't think about possibility of firms to be f*cked so hard by their own government. Essentially no good news for a year. This was a good lesson of not investing too much in such countries with Middle Ages government - no more China, Russia for me.

[Anonymous No.53042771]

>>53042672
I agree, don't invest in China. I am saying trade the china reopening. I won't hold anything longer than six months. Conflict with Taiwan is inevitable

[Anonymous No.53042793]

>>53042766
I did great with Russia and am already doing well with China. Just remember it's a trade, there is no place for holding here

[Anonymous No.53044486]

If you want to short it buy YANG (3x inverse leveraged ETF)
If you are bullish buy the opposite ETF, I forgot what the ticker is sorry

[Anonymous No.53044652]

>>53042634
>>53042614
I will think about it.
>>53044486
>YING

[Anonymous No.53045907]

>>53044486
Yup. Not sure how the next 3 months will go for China, but been following YANG closely.

[Anonymous No.53047738]

>>53042482
Already priced in

[Anonymous No.53049586]

>>53042482
I was seeing a lot about it on twitter and suddenly it stopped.
I would just play the China / East Asian Emerging Markets ETFs with or without leverage

[Anonymous No.53049606]

>>53044486
>>53044652
It's YINN

[Anonymous No.53051811]

[Anonymous No.53052580]

>>53047738
Look at Baba. It's at 2016 levels.

[Anonymous No.53052591]

>>53049586
It will be over in months I think