China Is Still 'Uninvestable' in 2025, Wall Street Veteran Ed Yardeni Says

[@titusp9488]

when did Yardeni become a China specialist?

[@seymorefact4333]

⛔CAN SMELL THE FEAR of the USA decline! FEAR of losing the fiat dollar, FEAR of USA being UK, FEAR of ISOLATION, FEAR OF CIVIL UNREST when AMERICANS REALIZE their savings, equity is ALL PART OF A PONZI PYRAMID FIAT CON-OMY! whenever the UNIparty, Deep state media, Wall St conmen & their CIA Corp exec. work together to push anti PROPAGANDA ....that person or country...is doing RIGHT! ⛔⛔

[@SumTingWong888]

When he start creeping in your mom bedroom

[@brianguan147]

30min before the show, if you pay him enough, he could be a nazi whore lol

[@jt-xk4vj]

Its not about who. Its about china reality: its collapsing and a man with some logic can tell that.

[@johnsmith100]

The United State's government and business / financial / media sectors are doing injustice to China, by presenting it as vi le, which it is not. China invests heavily in its economy for the benefit of its citizens' quality of life. China has increasingly relied on economic influence, diplomacy, and practically did not start any military action in the recent many decades (with the only possible exception re: its 1979 w. with Vietnam. Each of the 2 countries has claimed that the other had started it). Chinese men retire at age 60 and women at age 55. Yes ! It has a super broad / extensive and convenient high speed trains network and the country's industrial and technological sectors are overall very modern and advanced. And transportation, groceries and eating out there are significantly less expensive than in the U.S. ... I recommend that you watch some KZbin videos that show the situation in China, you will be totally amazed. As opposed to what Americans are constantly told by their government, the Chinese government is doing the right thing: Planning its economy with the goal of improving the quality of the lives of its citizens, not letting some few Capitalists promote the initiatives that are in their own interests (will enrich them personally), rather than those of the general population. The U.S. government has A LOT to learn from the Chinese one, about how to manage a country successfully for the well being and quality of life of its people.

[@ianchu8232]

I traveled to China four times last year. The high speed trains were still full. Life still appeared unchanged. Real estate prices went down but were still too high for the citizens income. Shanghai condo prices were still comparable to New York.

[@cncrim1]

news love to report whatever people elect party, not the fundamental of the country.

[@shermc4587]

Come to Shenzhen. Look at Shanghai to say everything is the same is like saying US Economy is fine since Wall street appears the same.

[@ssuwandi3240]

That's fine if you like just tourism. Fundamental to invest means the catalyst.

[@ianchu8232]

@@ssuwandi3240 Four time a year. Does that make me a tourist?

[@ianchu8232]

@@shermc4587 Yes I've been in Shenzhen more than Shanghai actually.

[@augustus331]

Uninvestible is always narrative, never fundamental.

[@seymorefact4333]

⛔CAN SMELL THE FEAR of the USA decline! FEAR of losing the fiat dollar, FEAR of USA being UK, FEAR of ISOLATION, FEAR OF CIVIL UNREST when AMERICANS REALIZE their savings, equity is ALL PART OF A PONZI PYRAMID FIAT CON-OMY! whenever the UNIparty, Deep state media, Wall St conmen & their CIA Corp exec. work together to push anti PROPAGANDA ....that person or country...is doing RIGHT! ⛔⛔

[@jayk9068]

@@augustus331 100% but the narrative manifests in stock price, so if you want liquidity, "investability" seems relevant still. But China is undeniably a great long term value as he said at the end as well in either case, but long term value doesn't translate into yield necessarily

[@aesma2522]

@@jayk9068 Where is the value if the Chinese government can screw you at any time ?

[@dzcav3]

@@jayk9068 Chinese stocks are a great value in the same way Japanese stocks were a great value in 1990, just before the lost decades.

[@barryallen6927]

@@dzcav3 I don't think you understand valuation the way you think you do. Most large cap China stocks today are at a high single digit P/E. In the 1990 Japanese stock market P/E was in the 60s, 70s.

[@rexiansayson]

China 10y bond yields are at 1.6%, the only sovereigns with lower yields are Switzerland and Japan. This means investors WANT to invest in China, correct?

[@wkrp01]

The locals don't have much opportunity to invest overseas. When comparing Chinese stocks and Chinese bonds, 1.6% may be preferable to a likely negative number.

[@Sitti2300]

Of course the second largest economy in the world is always "uninvestable" until a very few groups of people are loaded and Chinese stocks have rallied to a certain point, then they would tell us China in investable so they could use you as exit liquidity.

[@ericshang7744]

But US is the second largest economy here.

[@Pestbringer89]

@@ericshang7744 its all inflated stock numbers. They print money give it to the rich and now the us stock market is overinflated and you cant buy a house plus no investment, private or public, American infrastructure is crumbling. Its not real. Were do you think the factories are, which are actually real assets?

[@NeroX-nh8se]

Please please go invest in Chinese stocks! They need bulls like you!

[@barryallen6927]

Millions are made when fools like this preach how certain market is uninvestable. In 2008, America real estate was "uninvestable".

[@wkrp01]

bet it all on red then, lol

[@iceman18211]

China is expensive. Vietnam, Thailand, Indonesia, Mexico are much better markets.

[@GM4ThePeople]

VNM & EIDO ETFs have returned about zero since the 2008 GFC. No earnings growth, just money printing & gov't intervention. How many mega-Dong for a total release belly rub in Hanoi these days? Mexico better as it is managed by its ruthless, high-cost neighbour. o/

[@YSKWatch]

market?

[@jkselama9715]

That's because China is heavily into these markets.

[@123skillax]

Yes but acting hostile towards a market like that is also expensive . You are losing the second biggest market in the world , and potentially americas last foothold on the Asians market

[@sieteocho]

@@123skillax China was never a market for foreign companies, since they "divested" themselves from them. And obviously whether you invest in Vietnam / Indonesia / India / Korea etc has nothing to do with investing in China first. In fact, if you're the US, why wouldn't you want to strengthen all these countries at the expense of China?

[@KaiZ-l4u]

With all the geopolitical tension, Chinese government is not all that interested in US investment in China.

[@sp7873]

they arent even interested to invest themselves 🤣🤣🤣

[@KaiZ-l4u]

@@sp7873 How did they get ahead in EV and alternative energy?

[@sp7873]

@@KaiZ-l4u by stealing western technology and research

[@annle9671]

US has lots of allies so if they don’t invest their will stop as well.

[@sieteocho]

The rest of the world is not interested either, and many of the (soon to be former) US investors in China are ethnic Chinese.

[@windsong3wong828]

Americans should never invest in china and china is divesting from USA. Both countries are now DISENGAGING.

[@JonTan-z3e]

nominally china is still as engaged with us as it has ever been,and doing more business than ever. but as a percentage wise america is at its most redundant level as it has ever been. back in 2011, China's total global exports was 1.1 trillion.....50% of china's exports or 600 billion usd went solely to america fast forward to 2023, china's total exports to the world is approximately 3.7 trillion her total exports to us is 550 bil not including parallel exports through mexico or vietnam of course. less than 15% of china's exports now goes to america.

[@scipolitics4267]

Rubbish wall street is buying china securities...

[@onwardandupward-t1g]

Boy 18 trillion in losses by working in China. I think it’s a great idea to give that to the workers in United States of America those hard-working union groups had it right all along.

[@ljacobs357]

While Trump is talking about tariffs, China is striking trade deals with Mexico, Central America, South America and Eastern Europe. Trump is making China great again.

[@johnsmith100]

The United State's government and business / financial / media sectors are doing injustice to China, by presenting it as vi le, which it is not. China invests heavily in its economy for the benefit of its citizens' quality of life. China has increasingly relied on economic influence, diplomacy, and practically did not start any military action in the recent many decades (with the only possible exception re: its 1979 w. with Vietnam. Each of the 2 countries has claimed that the other had started it). Chinese men retire at age 60 and women at age 55. Yes ! It has a super broad / extensive and convenient high speed trains network and the country's industrial and technological sectors are overall very modern and advanced. And transportation, groceries and eating out there are significantly less expensive than in the U.S. ... I recommend that you watch some KZbin videos that show the situation in China, you will be totally amazed. As opposed to what Americans are constantly told by their government, the Chinese government is doing the right thing: Planning its economy with the goal of improving the quality of the lives of its citizens, not letting some few Capitalists promote the initiatives that are in their own interests (will enrich them personally), rather than those of the general population. The U.S. government has A LOT to learn from the Chinese one, about how to manage a country successfully for the well being and quality of life of its people.

[@Djamonja]

Nah, the tariffs (assuming they go through with them) will hurt China a lot more than any of those trade deals.

[@DT-dg6ko]

Nah. Tariff is a tax on consumers, not China. It’s basic economics.

[@Djamonja]

@@DT-dg6ko You are correct, but when the price of something goes up by lets say 25%, do the consumers buy the same amount of that product? Nah.

[@billmoyer3254]

@@DT-dg6ko so when the ship docks in Los Angles, tell customs someone else will pay the tariff.

[@amunra5330]

He just parrots a narrative

[@DorJinTan]

Pls pls don't come. We don't want banksters, wall st vampires etc. Please stay in yr swamp.

[@seymorefact4333]

⛔ Many CIA agents in Wall st. & Corp. execs! They do what the AGENCY tells them. Google, Apple, FB, X, Intel, Qualcomm, CISCO, Boeing, Raytheon, ALL USA top 500 corp ARE GOVT DEEP STATE CORP! ⛔⛔

[@sharpasacueball]

China is doing all it can to get more foreign investment. What wallstreet thinks is very important to China

[@jt-xk4vj]

Noone come. You made visa free. 😅😅😅😅😅and we still do not go. Cry like a shit. 😅😅😂😂

[@Another-Address]

Some may say likewise towards your end, starting with them secret chinese police stations... But it's a big wide world out there, and sure we could figure out how to get along together like one big family....

[@yoyaya007]

@DorJinTan what, you got something against the sleazy Cocain addicts on wall Street?

[@brotherted9212]

Pardon my ignorance, but if the prognosis for Chinese manufacturers, Chinese consumer spending and the yuan itself were so abysmal, why would their bond yields be down? Wouldn’t investors have to be rewarded with higher returns to persuade them to invest in a steadily weakening currency? What am I missing?

[@ValueTCG]

It’s all narrative.

[@gs03ssl]

Bond is the safe alternative to stocks. When investors rushed to bond as the mainstay investment it means the growth prospect has dimmed. Fear instead of greed is the dominate sentiment in the capital market and the 10 year government bond rallied - lower yield.

[@ValueTCG]

@@gs03ssl that’s not what’s happening. Also people don’t sell Chinese bonds to buy Chinese stocks and vice versa. Instead, it’s net savings at local banks (from Chinas huge net export dollars) that’s buying yielding assets. Used to go to real estate and now going to bonds.

[@brotherted9212]

@ That makes sense, presuming most of the investors are limited to in-country assets. But wealthy individuals, corporations and banks in China would theoretically have the sophistication to invest elsewhere.

[@ValueTCG]

@ no, there’s capital controls that prevent outbound investment outflows.

[@gfan003]

Competition is So fierce inside China that Many Foreign companies are losing their footing there, Fast Food chain is dropping prices, luxury coffee shops is beat up between Lukins and Starbucks price war, manufacturer now sells products online directly cutting out the middle person, internet commerce is already at Scifi movie level at the cost of closing down Malls. China is leading the way into the future, other countries should watch and Learn, Just like the Great leap forward was one of the biggest failed social experiments That China came out more opened up and absorbed western ideas; this time is a bit different as China is leading the way in technology breakthroughs and changing So rapidly That even its' citizens are not yet ready, But the one came prepared will make a killing in this Very versatile and advanced market; Saddly US wasn't smart enough to be apart of it.

[@lijackson-x6r]

Chinese malls are converted into indoor skiing resort, ocean theme park and VR playgrounds. Some super malls are like a complex community, customers can find almost everything inside, foods, clothings, luxuries,m hotel rooms, theater, swimming pool, restaurants, Gym, pet house, English training center etc..

[@seymorefact4333]

✅China is TRUE CAPITALISM! TRUE COMPETITION lower prices and improve products! Those that are efficient survive and prosper! ⚠ US is all socialist...too big to fail! govt favors big, inefficient corps that produce crap. Passing the corp. bailouts, subsidises, welfare at the counter and higher taxes! Breeds corruption TO SURVIVE! ⛔CAN SMELL THE FEAR of the USA decline! FEAR of losing the fiat dollar, FEAR of USA being UK, FEAR of ISOLATION, FEAR OF CIVIL UNREST when AMERICANS REALIZE their savings, equity is ALL PART OF A PONZI PYRAMID FIAT CON-OMY! whenever the UNIparty, Deep state media, Wall St conmen & their CIA Corp exec. work together to push anti PROPAGANDA AGAINST A GROUP, PERSON OR COUNTRY --- IT MEANS THEY ARE DOING GOOD FOR HUMANITY. DANGEROUS AGAINST THE CORRUPT ESTABLISHMENT!! ⛔⛔

[@johnsmith100]

The United State's government and business / financial / media sectors are doing injustice to China, by presenting it as vi le, which it is not. China invests heavily in its economy for the benefit of its citizens' quality of life. China has increasingly relied on economic influence, diplomacy, and practically did not start any military action in the recent many decades (with the only possible exception re: its 1979 w. with Vietnam. Each of the 2 countries has claimed that the other had started it). Chinese men retire at age 60 and women at age 55. Yes ! It has a super broad / extensive and convenient high speed trains network and the country's industrial and technological sectors are overall very modern and advanced. And transportation, groceries and eating out there are significantly less expensive than in the U.S. ... I recommend that you watch some KZbin videos that show the situation in China, you will be totally amazed. As opposed to what Americans are constantly told by their government, the Chinese government is doing the right thing: Planning its economy with the goal of improving the quality of the lives of its citizens, not letting some few Capitalists promote the initiatives that are in their own interests (will enrich them personally), rather than those of the general population. The U.S. government has A LOT to learn from the Chinese one, about how to manage a country successfully for the well being and quality of life of its people.

[@billmoyer3254]

@@johnsmith100 Chinese citizens have no right to freedom of speech. Chinese citizens are slaves to the party narrative.

[@badbad-cat]

🤣 Even this guy wouldn't believe his own bull 💩

[@pervertt]

But zillions of CCP bots took it seriously enough to come here and leave negative comment.

[@waynegore5291]

Wall street jornal: Go to india, do not go to china. LOL.

[@PrasantCroissant]

Yea I find it pretty funny 😂 cuz India seems way more expensive than China. But they follow trends and sentiments so oh well.

[@vickyverma6852]

It's Bloomberg, copy paste bot

[@vikingspud]

Jack Ma has been uncharacteristically quiet since he was reprimanded. They might not like what he had to say, but there was some truth in his criticism/ feedback.

[@francozheng5617]

Jack Ma is a greedy dangerous man for our country. He try to bring the wall st game into China and sxk the ordinary people dry. Good for him not end up in prison.

[@Richard-s7m]

Chinese consumers not buying foreign goods anymore, western analyst Paint a picture of Chinese consumers are struggling.

[@NoFrillz-G]

In his next breathe he will say India is investible. Puhahaha 8:23 did we hear this right, the Chinese have too much infrastructure now. What does the Americans have too many prisons and military bases?

[@umarjongi3590]

LOL 1990. The Economist: China's economy has come to a halt. 1996. The Economist: China's economy will face a hard landing. 1998. The Economist: China's economy entering a dangerous period of sluggish growth. 1999. Bank of Canada: Likelihood of a hard landing for the Chinese economy. 2000. Chicago Tribune: China currency move nails hard landing risk coffin. 2001. Wilbanks, Smith & Thomas: A hard landing in China. 2002. Westchester University: China Anxiously Seeks a Soft Economic Landing. 2003. New York Times: Banking crisis imperils China. 2004. The Economist: The great fall of China? 2005. Nouriel Roubini: The Risk of a Hard Landing in China. 2006. International Economy: Can China Achieve a Soft Landing? 2007. TIME: Is China's Economy Overheating? Can China avoid a hard landing? 2008. Forbes: Hard Landing In China? 2009. Fortune: China's hard landing. China must find a way to recover. 2010: Nouriel Roubini: Hard landing coming in China. 2011: Business Insider: A Chinese Hard Landing May Be Closer Than You Think. 2012: American Interest: Dismal Economic News from China: A Hard Landing. 2013: Zero Hedge: A Hard Landing In China. 2014. CNBC: A hard landing in China. 2015. Forbes: Congratulations, You Got Yourself A Chinese Hard Landing. 2016. The Economist: Hard landing looms for China. 2017. National Interest: Is China's Economy Going To Crash. 2018. The Daily Reckoning: China's Coming Financial Meltdown. 2019. BBC: China's Economic Slowdown: How worried should we be? 2020. New York Times: Coronavirus Could End China's Decades-Long Economic Growth Streak. 2021. Bloomberg: Chinese economy risks deeper slowdown than markets realize. 2022. Bloomberg: China Surprise Data Could Spell RECESSION. 2023. Bloomberg: No word should be off-limits to describe China's faltering economy.

[@heinaye3594]

Just making stuff up, eh? How much is Winnie the pooh paying you? 🐻

[@PrasantCroissant]

Those are real headlines lol. Nice one, no idea how to compiled them all. Chatgpt?

[@chewie94116]

You definitely struck a nerve. Good job on holding your ground

[@JaroslavBrabec-iz5eb]

😆🤣 Occupancy rates for high-speed trains vary between China and Europe, reflecting differences in network maturity, passenger demand, and operational strategies. China: Beijing-Shanghai High-Speed Railway: In the first nine months of 2019, this line reported an occupancy rate of approximately 77.52%. General High-Speed Rail Network: A 2022 study indicated that China's high-speed rail system operates at an average occupancy rate of around 80%. Europe: France: The occupancy rate for domestic high-speed trains (TGV) increased from 64% in 2015 to 67% in 2016. Germany: In 2023, Deutsche Bahn's long-distance services, which include high-speed trains, had an average occupancy rate of 49.1%. European Union: A 2015 report noted that the occupancy rate for high-speed trains across the EU had stagnated since 2008 at roughly 54%. These figures suggest that China's high-speed trains generally achieve higher occupancy rates compared to their European counterparts, potentially due to factors such as higher population density, greater demand for rail travel, and extensive investment in high-speed rail infrastructure.

[@johnsmith100]

The United State's government and business / financial / media sectors are doing injustice to China, by presenting it as vi le, which it is not. China invests heavily in its economy for the benefit of its citizens' quality of life. China has increasingly relied on economic influence, diplomacy, and practically did not start any military action in the recent many decades (with the only possible exception re: its 1979 w. with Vietnam. Each of the 2 countries has claimed that the other had started it). Chinese men retire at age 60 and women at age 55. Yes ! It has a super broad / extensive and convenient high speed trains network and the country's industrial and technological sectors are overall very modern and advanced. And transportation, groceries and eating out there are significantly less expensive than in the U.S. ... I recommend that you watch some KZbin videos that show the situation in China, you will be totally amazed. As opposed to what Americans are constantly told by their government, the Chinese government is doing the right thing: Planning its economy with the goal of improving the quality of the lives of its citizens, not letting some few Capitalists promote the initiatives that are in their own interests (will enrich them personally), rather than those of the general population. The U.S. government has A LOT to learn from the Chinese one, about how to manage a country successfully for the well being and quality of life of its people.

[@BjorckBengt]

Chinese property sector, which accounts for 30% of GDP, is crashing. - Exports and imports, accounting for 37% GDP, are down. - Foreign investment (FDI) is falling over 90%, lowest in 3 decades. - Foreign visitors are down 96% compared to the 2019 pre-pandemic level. - Consumer prices are experiencing deflation. - Youth unemployment hits over 21%, a record. - Its fast-shrinking workforce is 10 years older than neighboring countries. Still, China keeps reporting outrageous GDP numbers. Lol Where does the growth come from?

[@Openminder321]

From cooking their gdp books

[@johnslater7718]

They are cooked in the same pot that US uses.

[@DannyChean]

Did peter zeihan tell you all these 🤣🤣🤣🤣

[@ericshang7744]

Chinese growth is from efficiency improvements. For example, China produced most of the cars on the planet and yet employments in the industry has been declining, some car manufacturers gone bust even.

[@NeroX-nh8se]

@@johnslater7718 Nah, USA has global mega corps and high tech to support its economy. How many does China have?

[@TienyeeTien]

I am sure no one in the world would welcome the Great Wall St

[@eliso5973]

is it a joke? I feel so sorry for Americans.

[@kevinxie6598]

mate, I was just in China last week 😂 I don't think "consumer sentiment is extremely depressed in China." do you live in China? how do you know?

[@420villain]

Nobody is buying anything in china now

[@PrasantCroissant]

He's cherry picking facts and speaking from a macroeconomic perspective. Eg. Real estate demand has been very depressed and e commerce demand has slowed down a lot. But he's quite biased and pessimistic about China.

[@aussienik6518]

US media still fooling its citizens 😂😂

[@jalanmelvin8724]

More countries are starting to put tariffs on China, even Russia. The issue is most nations are noticing Chinas rise in power and they don’t want to get left in the dust. China hasn’t faced the storm that awaits it yet but if they prevail then they win. We’ll see how this plays out with Trump in office. I think you underestimate the United States, we can play dirty too.

[@inlnewlife8091]

How

[@Martinmr07]

Not really… China is definitely hurting more than the US…. That’s not saying much as people in the US are financially hurting. What makes China uninvestable is the Chinese Communist Party…. Trying to control everything…..

[@aussienik6518]

@ China has decoupled from the US. Not the other way round as the US media wants you to believe. So obviously they are trying to paint a picture saying China is going backwards

[@Andy-P]

So say CCP state media. Get arrested if say something negative about Chinese economy

[@jonlbdg]

The MSS trolls are out in full force- can’t tolerate shining light on how Chinas really doing 😂

[@michaelmechanics4062]

The jokes they tell on bloomers about China is hilarious. "Too much debt", "too much over capacity" 😁

[@johnsmith100]

The United State's government and business / financial / media sectors are doing injustice to China, by presenting it as vi le, which it is not. China invests heavily in its economy for the benefit of its citizens' quality of life. China has increasingly relied on economic influence, diplomacy, and practically did not start any military action in the recent many decades (with the only possible exception re: its 1979 w. with Vietnam. Each of the 2 countries has claimed that the other had started it). Chinese men retire at age 60 and women at age 55. Yes ! It has a super broad / extensive and convenient high speed trains network and the country's industrial and technological sectors are overall very modern and advanced. And transportation, groceries and eating out there are significantly less expensive than in the U.S. ... I recommend that you watch some KZbin videos that show the situation in China, you will be totally amazed. As opposed to what Americans are constantly told by their government, the Chinese government is doing the right thing: Planning its economy with the goal of improving the quality of the lives of its citizens, not letting some few Capitalists promote the initiatives that are in their own interests (will enrich them personally), rather than those of the general population. The U.S. government has A LOT to learn from the Chinese one, about how to manage a country successfully for the well being and quality of life of its people.

[@UnknownOne100X]

Replace word China with USA

[@PBandJJJJJ]

"The German auto industry has been decimated by competition from China“? Please someone explain what Yardeni means by this.

[@slumerville]

What he meant was that Chinese consumers should continue to buy VWs but they instead switched to Byd.

[@PBandJJJJJ]

@ Thanks for your well meaning interpretation of Yardeni‘s comment! That still doesn’t explain how German automakers are "decimated“, in my opinion ;)

[@PrasantCroissant]

China auto industry, especially in the EV market have achieved massive scale and pose a threat to international auto makers. Think they produced around 10 million EVs in 2024, which is 80% of the global EV growth so they're able to provide the EVs for consumers while German automakers try to catch up and risk losing market share. It's a much more nuanced discussion though as the auto industry is cyclical and has ups and downs based on supply vs demand. German automakers have invested heavily in last couple years to fill the demand and offered lots of different new cars in the EV market, but the future of the demand doesn't look very bright anymore, so they might end up being stuck with lots of new models of cars that people don't want to buy for a few years. Chinese automakers, because they were already producing large quantities, were able to fill the demand in last couple years. I could be wrong here but that's my take.

[@johnnyroberts30]

Capitalizing on the fact that micro-chip processing is truly the oil of the next XI wave and XAI207 is the top runner.

[@maxpayne7419]

US stocks are too expensive. I’m buying emerging markets including China at low prices.

[@ihmpall]

Nice ! They’ll be even cheaper after you buy them

[@PrasantCroissant]

Yes I'm also accumulating stocks in China. No doubt, there are added risks and government actions are unpredictable, but risk to reward looks very favourable long term

[@ldon4002]

Then do not come.

[@nickmcconnell1291]

Glad Warren Buffett never got the memo.

[@yucateco14]

Bots going crazy haha

[@marktn9851]

Americans need to know their tariffs r working onto China so much while USD index is still relatively high to counter import-inflation…

[@taWay21]

Too much corruption! One decree and your investment can get wiped out! Look what happened to Jack Ma!

[@Another-Address]

Think that is why so many in the past took their money on over to western shores and started buisness over here. Well, " Technically" were East of China from our Western shores, Same with Russia.. But guess it's a matter of perspective of ones location. East, west and noth of us, bases in the far south if I heard right.

[@PrasantCroissant]

That's always the added risk of investing in China. Difficult to anticipate government actions. But have to admit, they stick to their principles. The government is simply implementing a framework laid out ~2012. Don't compromise social and cultural factors for capitalism and wealth. If teach companies or entrepreneurs get too high, balance it out with the rest of the economy and let it cooldown. Might seem radical ideologically but I see their point and values. It's not a free market to begin with.

[@titanxie5579]

Too much debt? China’s debt is all internal. And don’t forget how much loans US has taken from China and Japan.

[@AlphaQ922]

Ed’s bias is clearly apparent . He says China has foo much debt when U.S. govt has U$38b in govt debt .. Ed doesn’t talk about how successful China was in issuing USD debt in Saudi Arabia.

[@Craymondparker]

Do not sleep on XAI207 people

[@RussellLouisCampbell]

The importance of community governance in XAI207 cannot be overstated.

[@Pestbringer89]

Uninvestable means for a capitalist that they cant steal value enough to justify investing.

[@DonnellChester-xd7yg]

It's funny how China is uninvestible when they're economy is predicted to grow at a rate greater than the United States, and they produce 10times more of nerely every than the United States, but at the same time you should definitely invest in the United States. Make that make sense

[@cyberslim7955]

Just because the WSJ says something?

[@iksworld1798]

The analyst is a strong Ukraine supporter

[@FaissalVeenhuizen]

Bought more, thanks.

[@chipotlefanatic3713]

It was never “magic” it was good fiscal policies. Something the US lacks 😂

[@pauljenkins6877]

China has too much debt, and that has caused its bond yields to…fall? Did I hear that right?

[@johnsmith100]

The United State's government and business / financial / media sectors are doing injustice to China, by presenting it as vi le, which it is not. China invests heavily in its economy for the benefit of its citizens' quality of life. China has increasingly relied on economic influence, diplomacy, and practically did not start any military action in the recent many decades (with the only possible exception re: its 1979 w. with Vietnam. Each of the 2 countries has claimed that the other had started it). Chinese men retire at age 60 and women at age 55. Yes ! It has a super broad / extensive and convenient high speed trains network and the country's industrial and technological sectors are overall very modern and advanced. And transportation, groceries and eating out there are significantly less expensive than in the U.S. ... I recommend that you watch some KZbin videos that show the situation in China, you will be totally amazed. As opposed to what Americans are constantly told by their government, the Chinese government is doing the right thing: Planning its economy with the goal of improving the quality of the lives of its citizens, not letting some few Capitalists promote the initiatives that are in their own interests (will enrich them personally), rather than those of the general population. The U.S. government has A LOT to learn from the Chinese one, about how to manage a country successfully for the well being and quality of life of its people.

[@tpouw]

So why worry about China?

[@williambranch4283]

Yuan is a fixed fiat, not freely traded. CCP is never free

[@MangoEV]

Us 35 Trillion of debt 😂😂😂

[@badbad-cat]

Try to stay updated about it as debt is increasing faster 😂 Now it's $36.2 trillion 💀

[@altran1125]

China's debt is a close second while the having 1/3 the income of the USA

[@crosslink1493]

@@altran1125 Maybe. Since funds are centrally controlled from Beijing and appropriated out to the provincial governments, you need to count the provincial debt, too. That puts it closer to about $25T in USD. Note that the USA's states and cities don't/can't run deficit spending programs.

[@MangoEV]

Look its like this, Nvidia was an easy supply for China, Nvidia will lose out, China will be forced to build thier own, (spoiler , they are nearly there) this looking inward philosophy is funny- the US needs China, in the mean time China is developing zero tarrif relationships with everyone else

[@AseFenster]

What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox? I'm considering investing over 150k, but I'm uncertain about risk mitigation strategies.

[@JavieIonescu]

The importance of mitigating risks might be why many investors are turning to advisors for guidance.

[@NiketDarcy]

For you to grow your portfolio in today's market, you really need to be coachable and willing to get off your high horses. I for example, have managed to grow mine from $150k to 300% of my initial deposit within the past 13 months just by copying trades from a broker that has better skillset and technical know-how than me.

[@KanteMballa]

Could you kindly elaborate on the advisor's background and qualifications?

[@NiketDarcy]

As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ralph Anthony D'auge is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns..

[@NolbiaStillman]

He appears to be well-educated and well-informed. I ran an online search on his name and came across his website; thank you for sharing.

[@georgegarcia28]

Great to hear all this bullish XAI207 news.

[@tjxx_bourne]

Yardeni is a good US macro analyst. But he didn't even get the metrics to monitor china economy right. There's a competence circle for macro analyst, too!

[@JohnJones-k9d]

A yank talking about China having too much debt, does he not understand how ironic that comment was.

[@Another-Address]

U.S.A. does owe a lot of $ to China via national debt if I heard right long ago, was a few billion back then.

[@intercessorz7479]

國進民退is very well and perfectly executed! 中國人民到了無路可退，多得了習主席🎉

[@hgft274]

Senile old man

[@mrnawty6]

people keep forgetting that no where's perfect, but the fact is, China has been around for 5000 years, and invented compass, gunpowder, papermaking and printing. Did it go around accusing the others of copying? The new Rome is becoming very short-sided and insecure...

[@jelly_fischer]

No it's the new Ottaman Empire, apparently

[@lolcatjunior]

​@jelly_fischer When Muslim Turks took over Constantinople and the Byzantine Empire, they saw themselves as the new successors of Rome.

[@jelly_fischer]

@@lolcatjunior yes

[@pushslice]

An incredible tradition indeed however, the current incarnation of the Feckless party pirating the mainland, is but 75 years old.

[@jq4548]

So bond yields falling when a large part of those funds are being applied to stock purchases and stimulus is bad?? Would this guy be optimistic if cost of borrowing jumps when gov debt issuances rise like France, Germany, Argentina? I think he would fit the same narrative to the data regardless

[@crosslink1493]

Not sure about Argentina, but France and Germany (the E.U.'s backbone countries) have open, transparent finance and capital markets so the choice of investing in those two over China's CCP-controlled markets is easy.

[@ValueTCG]

Don’t forget that US fed has started losing control of rates. Implying less control of inflation due to wildly excessive gov spending

[@mrnoname789]

Never forget Bloomberg always acts as the voices for the rich. Says it uninvestable so it doesn't drive the prices up, then pronounces its god value for money when the hedge funds are ready to exit and uses the general public as liquidity.

[@glories2276]

It is all US market or Indian one for next 5 years !

[@jasonjean2901]

Yardeni is simply a horrible analyst who talks in terms of massive overgeneralizations. China's exports are way up from last year and he claims that "the world" has rejected their exports. Knowing nothing about the Chinese elderly, he claims that they don't spend much and don't go anywhere...so he has obviously not looked at the data. The vast majority of the Chinese elderly receive state-backed pensions, which provide a living-wage and which are increased yearly to off-set inflation. They also travel a lot. The Chinese elderly are nothing like the elderly in western societies, in that they behave and spend very differently.

[@johnsmith100]

The United State's government and business / financial / media sectors are doing injustice to China, by presenting it as vi le, which it is not. China invests heavily in its economy for the benefit of its citizens' quality of life. China has increasingly relied on economic influence, diplomacy, and practically did not start any military action in the recent many decades (with the only possible exception re: its 1979 w. with Vietnam. Each of the 2 countries has claimed that the other had started it). Chinese men retire at age 60 and women at age 55. Yes ! It has a super broad / extensive and convenient high speed trains network and the country's industrial and technological sectors are overall very modern and advanced. And transportation, groceries and eating out there are significantly less expensive than in the U.S. ... I recommend that you watch some KZbin videos that show the situation in China, you will be totally amazed. As opposed to what Americans are constantly told by their government, the Chinese government is doing the right thing: Planning its economy with the goal of improving the quality of the lives of its citizens, not letting some few Capitalists promote the initiatives that are in their own interests (will enrich them personally), rather than those of the general population. The U.S. government has A LOT to learn from the Chinese one, about how to manage a country successfully for the well being and quality of life of its people.

[@AlphaQ922]

Ed, when was the last time U visited China ?

[@cpy5172]

Does not know what he is talking about…. Sad.

[@MountMatze]

yea ask an American why people shoud not invest outside of America. Who owns Wallstreet journal? Oh the Wallstreet? Ah well, what can you do

[@GIZMO3380]

😂😂😂 so true

[@GraniteInTheFace]

Murdoch

[@crosslink1493]

@@GraniteInTheFace True! The Murdoch family.

[@AlfarrisiMuammar]

Please don't come sycophants and corruptors

[@Cbrandoncox]

Just saw your videos and bought XAI207 yesterday.....its up 24% today talk about timing......Thanks

[@peterkoh1951]

What an excellent analysis of the U.S. economy!!!

[@qake2021]

👌😁😁😁😁👌👍

[@harrykekgmail]

Such experts are very comical.

[@shuili666]

There’s nothing uninvestable. It’s all about risk and return.

[@joem0088]

In 2023 China reportedly had 98T$ private netwealth, a big rise from 4T$ from 2 decades ago. A loss of 13T$ would still leave it at 85T$ which is hardly poor. The psychological effect of housing wealth losses are clearly seen in consumer demand and low luxury sales but this is hardly detrimental or fatal. China still has a consensous growth rate of around 5% with a lot of momentum in the car, green business, ship building, and major sectors. To imagine that this is the end of China is a little pre-mature.

[@johnsmith100]

The United State's government and business / financial / media sectors are doing injustice to China, by presenting it as vi le, which it is not. China invests heavily in its economy for the benefit of its citizens' quality of life. China has increasingly relied on economic influence, diplomacy, and practically did not start any military action in the recent many decades (with the only possible exception re: its 1979 w. with Vietnam. Each of the 2 countries has claimed that the other had started it). Chinese men retire at age 60 and women at age 55. Yes ! It has a super broad / extensive and convenient high speed trains network and the country's industrial and technological sectors are overall very modern and advanced. And transportation, groceries and eating out there are significantly less expensive than in the U.S. ... I recommend that you watch some KZbin videos that show the situation in China, you will be totally amazed. As opposed to what Americans are constantly told by their government, the Chinese government is doing the right thing: Planning its economy with the goal of improving the quality of the lives of its citizens, not letting some few Capitalists promote the initiatives that are in their own interests (will enrich them personally), rather than those of the general population. The U.S. government has A LOT to learn from the Chinese one, about how to manage a country successfully for the well being and quality of life of its people.

[@joem0088]

@@johnsmith100 The way I read the media like Bloomberg's China show is that they are evaluating the China market for western firms. For example should Gucci, Rolex, VL ... invest in more stores or VW, MB ... invest in more factories in China in 2025 ? No, they should be closing stores and factories because Chinese people are not wasting their money on vanity even if GDP is growing at 4,5,6,or 7%. China is indeed uninvestible in the sense that China excels in making everything, and they are not pay big buck for bling name any more. It's a mature market.

[@tir1289]

Complains about the bad years of the CSI index, but fails to mention it took the SP500 6 years from the 07-08 shock to go in the green again. Makes premature statements around stimulus which only took place a few months ago. Imagine taking this guy seriously.

[@michaelramEirez]

Depends on your finances . 1000$ in XAI207 is 4000 XAI207 if it goes to 50% of ath in 2024 thats a 600% gain. If it goes equal to ath . Its a 1200% gain.

[@GIZMO3380]

😂😂😂😂 his loss😂😂😂😂

[@EthanJuanWard]

This XAI207 thing is going bananas 🚀

[@sumitomoO0O]

What an advice? Instead of keep inflating a given bubble with more stimulus just let the excess deflate slowly? US way of inflating every bubble with free money will eventually explode and US will follow Argentina. China is doing the right thing

[@barryallen6927]

Remember in 2008, American stock market was "uninvestable". But please keep pilin on a stock market whose CAPE ratio is second highest in its history. Not saying back up your truck on China since there are still problems, but risk/reward certainly looks good.

[@swedgephd]

it sucks for the rent-seeking capitalist class for sure

[@qake2021]

🤣🤣🤣🤣 Western view (short term profiteers)😁😁😁😁

[@folgerwang7617]

who care if us is investing in China or not.

[@juanpRerez]

80% TURBO 14% XAI207 2% FLOKI 2%BONK 2%PEPE 🎉

[@davidcox83]

Just swapped all of my last ETH and swapped it into XAI207. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!

[@BobbyDonaldMyers]

I bought 5000 XAI207 couple hours ago and I’m pretty happy with what it’s doing so far

[@Jzguan]

Really true, is not a good place for businesses, as i met with at least 10+ manufacturer. spoken and travelled to produce goods from at least 6 of them. always giving issue, so i decided to manufacturer in vietnam and it's so much better.

[@verycloud]

Wondering how often he goes to China……

[@tir1289]

The $18 trillion losses comment is misleading. It's not realised losses from investors, but rather household wealth which includes unrealised losses too. This conflation is emotive and biased. Don't expect anything more from an economist though. That WSJ article came out 3 days ago and the fella couldn't even remember the facts... 🤣

[@aarondavis21]

XAI207 is still massively undervalued

[@rasboysie]

The nice thing about China, is the control capitalism, less fraught in the economy

[@os2958]

So much fraud tho, tofu projects and billionaires leaving

[@RyanWayneRiverRyanWayneRivera]

Thanks for the XAI207 update! I am loving my XAI207!

[@DonaldLouisGray]

Where do you buy XAI207?

[@CharlesCarlGray]

For XAI207, Be greedy when others are fearful - Warren Buffet

[@JoseLoganYounJoseLoganYoung]

Let's keep our eyes on the XAI207 prize and see where this journey takes us!

[@maxs351]

Her voice 🤯

[@masterofIich]

Too much debt is crazy considerung u say this as an american

[@jacobjeremyrogers31]

XAI207 is the gem of 2024 it's literally owned by Elon Musk

[@lanzelloth]

The chinese bots/propaganda are getting too obvious when they repeat the same comments. Also, spamming emojis 😂😂😂😂😂😂😂 won't make your posts look like a real person's. Not to mention Bloomberg's audience don't do that.

[@titusp9488]

so by your own definition ... you are not a Bloomberg Audience? But you are here ... ah the irony

[@chilam2512]

Should've use Gordon Chang, more believable.

[@Uuu29-fy2vc]

Japanese are not going to acquire United States steel