Global investors dumped Chinese stocks through 2023. Now they're buying them back at record pace

Buying of Chinese company shares by international investors is at an all-time high, with record inflows. But up until just two months ago, investors were dumping Chinese company stocks.
What explains the sudden change in sentiment? Domestically, the Chinese government intervened and instructed state pension funds to begin buying in February, forming a long-term bottom in the equities markets. But more important, the surge in Chinese factory activity and continued strength in exports has Washington and the EU worried, and investors buying back in.
Resources and links:
Inside China Business, 28 February
• How did Wall Street lo...
Bloomberg, Chinese stocks see strongest foreign buying
www.bloomberg.com/news/articl...
and
www.bloomberg.com/news/articl...
China's 2024 exports beats forecasts, signals global trade rebound
www.reuters.com/markets/asia/...
China's balance of trade, rolling
tradingeconomics.com/china/ba...
Yellen warns China on industrial policy
www.axios.com/2024/04/08/yell...
and
www.wsj.com/world/china/china...
2023, global investors sell Chinese shares in capitulation trades
www.bloomberg.com/news/articl...
and
www.scmp.com/business/china-b...
China government instructs pension and sovereign wealth funds to buy ETF's, February 2024
www.pionline.com/sovereign-we...
and
www.cnn.com/2024/02/06/invest...

[@AIPretendingToBeHuman]

The reality didn't change. You (the host) pointed it out two months ago. What has changed is the narrative. We (the West) live in a manufactured world divorced from reality. "‘War is peace. Freedom is slavery. Ignorance is strength,’" Incredible to see history unfolding at 100x speed.

[@yaoliang1580]

But the majority of the ordinary public still buy into their fake news propaganda as they are completely unable to evaluate the validity of what they r being told

[@ngheanchoong]

The Chinese say whenever Uncle Sam talks bad about China it means China is doing the right thing

[@antwango]

@@ngheanchoong I mean you dont even need to be Chinese now to fully see the double standards! US: China is collapsing!!!! Reality: collective West have been falling into a hole being dragged by the US for years now! US: China = Human rights violators!!!!!! Reality: Errr US: China = Genociders!!!! Reality: Errr look over there!!!!! US: China is spying on us and everyone!!!!!!! Reality: This is old news to the US!!!! Errrr look over there at the evil Russians!!!!

[@raymondtay9442]

​@@ngheanchoongAlmost anything about China is contrarian. Any wonder why the West almost always gets China wrong. That shows how ignorant they are about a civilisation and culture that survived through 4000 years.

[@tyongantonio]

👍

[@ReynaldoMelton]

So basically we're going to keep this economy going for as long as we can until it literally hits the ground and starts combusting in to flames, this will not be a depression this will be a nightmare financially for everyone because right now when the inflation spikes up like a rocket and the dollar detaches itself from normal levels we're going to be just like Zimbabwe or Germany with wheelbarrows of money for bread. I personally feel like we have maybe 4 to 5 years of somewhat economic transactions with money and debt but after 2030 I think that's when everything will falter and hit the skids. I would buy Bitcoin and buy hard assets like gold /silver as a store of value while also actively trading...The only wild card for us investors is to actively engage the market by trading, we always over complicate things when we speculate. It's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Kelvin Hurdle, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape....

[@Ondrej442]

As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

[@ReynaldoMelton]

@KelvinHurdle.

[@ReynaldoMelton]

He mostly interacts on Telegrams, using the user-name

[@MieszkoCzarnecki773]

I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.

[@Samuel_K532]

Seen a lot of good testimonies about him, he must be honest and committed for people to talk this good about his services.

[@ielee1765]

When the US accused of overcapacity & stop producing this is their confession that they are lagging behind.

[@BlueWizard09]

I don’t know who this guy is but if I don’t see any videos daily I get concerned. I feel like I have not stimulated my mind that day.

[@theinfralink6598]

The overcapacity theory and the collapsing theory of the Chinese economy don’t jive very well together.

[@itsme-nt6yu]

But it works perfectly from those shameless liars

[@tag4789]

Contradiction 😂

[@etbuch4873]

Well, but it could be quite different feeling for the people who make Gordon Chang filthy rich by buying his books and attending his talks.

[@cabasadefogo9533]

Well if you are Peter Zihan it makes perfect sense.

[@arthurlincoln9093]

This is why China Observer reports that new China made EVs are piling up "like mountains" and remain unsold even with discounts of up to 70%. Overcapacity and deflation combine to destroy any hope of sustainable growth/ revenue.

[@ZweiZwolf]

The problem for Biden is that Yellen (and Blinken) accomplished nothing; however, between the two of them, they laid bare just how weak and impotent the US is compared to China, both economically and geopolitically. China is still unwinding their Treasury position, refusing to buy more, so the interest rate keeps going up to attract non-Chinese buyers. China is instead buying Gold and taking physical delivery, so gold keeps climbing. Meanwhile, China continues to grow non-military trade with Russia, with no sign of dialing back. I don't see the rationale behind visits that produce nothing, but instead show the world that China is now strong enough completely ignore American demands. Does the US government not understand that displaying weakness is a bad idea?

[@yaoliang1580]

Their visits to China are meant for the ignorant American public who are still under the illusion that their criminal nation is a beacon of light for the world

[@georgewilder7423]

Great comment... to the point and factual!!👍

[@willengel-vs8ht]

President Putin met Xi and then attended the Winter Olympics. Russia gets all the backing it needed from China. Russia played brilliantly with the hand they're dealt with. undoubtedly CIA wished to know what the discussions were.

[@rodolfodoce]

to answer your question i think that the usa believes that it’s displaying strength. empires in decline often display the same characteristics.

[@chongdi6140]

The American politicians are too arrogant and burdened with an oversized ego, so that's the way it is lol 😅

[@soonhockchua3740]

Chinese stocks remain the most under-valued, under-invested and under-appreciated in the world for a major market. Meanwhile Chinese firms are not only getting more competitive and productive but increasing their space in the higher profit margins businesses once dominated by the West through amazing innovations & manufacturing excellence. China is the front runner in many ways in industrialization revolution 4. This could be just the beginning of a sustained major bull run. It's like Japan Nikkei in 1975, facing US unhappiness, oil crisis, but shifting quickly from low margin products into manufacturing excellence into ICE cars, Sony Walkman, household appliances, etc then but rallied strong after a major bear market (1973-75) from 3,700 to 38,000 in 1989. Wall Street dumped Chinese stocks & propagated un-investible narrative for 4 years but China didn't collapsed but got stronger. Their insiders now realize China is going up, not down. But they continue their narrative to the masses, though some of them are covering some of their shorts or underweight.

[@Egal0190]

People who base their decision making on the "analysis" of Bloomberg, CNBC, The New York Times and so on are always doomed to make wrong decisions.

[@rap3208]

They make years long analysis from hour-long observations.

[@barrywong4327]

Hysteria is at a high pitch in the US. Foolishness follows. Why would any rational investors put more money in US treasury, when the US has been spending like a drunken sailor for decades and shows no sign of slowing down? Why wouldn’t investors invest in the most vibrant and efficient factory of the world? It’s a no-brainer?

[@bradleyp3655]

The illusion and delusion that the USA can still keep its global hegemonic status. Meanwhile the smart money is dropping anything the USA has like a hot potato.

[@willengel-vs8ht]

the empire borrow money to service its outstanding debts. it is actually like a person heavily in debt with no way out.

[@verypleasantguy]

Be forewarned: The *_hysterical pitch_* is aimed at the common people. The Elites were / are / and will never be caught in any hysteria.

[@verypleasantguy]

Hysteria is designed to fool the commoners. Those in high places are way too smart to get entangled.

[@wenerjy]

You will find that most hedge funds are guilty of groupthink, so when the overall media narrative is that India and Mexico will replace China, they will buy into that narrative.

[@namelesswarrior4760]

The West never ceases to keep us Chinese amused.

[@termyfl2677]

Because they have Hollywood

[@rap3208]

@@termyfl2677 Why settle for reel world when you have the real world? The amrican leaders are endless source of entertainment for the chinese

[@termyfl2677]

@@rap3208 Hollywood never real & American dream also never real but just a doctored dream and lastly we all live in Matrix LOL

[@verypleasantguy]

@@termyfl2677 Now the have *_Bollywood_*_ !_

[@rap3208]

@@termyfl2677 Comprehemsion is your friend. Reel and real are not the same. Educate yourself.

[@douginorlando6260]

Janet Yellen also advocated taking all $300 billion of Russia’s wealth held in western banks and giving it to Ukraine … (in reality giving it to western corporations who quietly bought ownership of Ukraine’s national assets and other western corporations making money in Ukraine). When the Secretary of Treasury advocates stealing depositor assets, who will protect those who use the dollar system?

[@ZweiZwolf]

Biden is accelerating de-dollarization harder than anybody could have imagined. Freezing Russian assets got the ball rolling, and threatening to confiscate them makes the US Dollar truly toxic. Everybody should be looking at reducing dollar exposure as quickly as possible, lest they be next. Especially if they don't have China to backstop their economy.

[@antwango]

thats what they blatantly brag about wanting to do with tiktok LOL.... the hubris! dont say that the Chinese were not forewarned lol i mean cmon the Chinese already knew what the US wants and the Chinese have already said youre gonna have to ban TT..... We aint funding for our own demise! or funding the weapons that will get pointed at us! Do you think we're really that stupid! I mean really how did both our nations get here!!! And it wasnt because China was stupid for the last 70+ yrs!

[@privateerinvestor2773]

Excellent video. Really enjoying your content. Nice to see the on the ground honest comments and content you provide. Thank you.

[@douginorlando6260]

Pragmatic honest perspective from a well informed businessman. Kevin should be a regular 5 minute segment on western mainstream media business news

[@justme6275]

buy on bad news, sell on good news, these investors didn't know 😭😭😭😭😭

[@user-on3ie9uv3x]

In the gambling industry, whoever can provide space and unlimited chips will have a house advantage; in international trade business, whoever can consume and supply unlimited products will have a market advantage.

[@teac117]

Prom queen angry at nerd girl becoming popular while dumb jock arm-candy chases nerd girl. I think I saw this movie in the 80s.

[@multiplierfx6429]

The same "investors" who pulled out of China also poured their money into India's stock market. Go figure. 🤣🤣🤣

[@JimmyDoyel-by2cp]

Everything is rigged against we the little people.

[@yaoliang1580]

If voting can make any difference, i am sure you will not be allowed to vote

[@cb250nighthawk3]

You let the elites rip you off. It's your own fault.

[@dayveda3736]

Superb breakdown. Thanks man!

[@hermon1415]

thanks for sharing the real news.

[@parttimethinker7611]

Your videos are most intriguing to me. Can’t wait for the next update. Thanks Kevin.

[@windsong3wong828]

Always intervened after the capitulation trade. The yen went to 160 ….the government intervened.

[@Ju_pi_ter]

You should call them speculators or gamblers, lol

[@The0ldg0at]

US Government officials should learn that how to speak to their foreign counterparts is not the same thing as how to speak to the US electors. They have to first agree with their foreign counterparts of what they are going to say to their electors. That how real diplomacy works.

[@TAL142]

This is a game they played. They dumped it and then try to buy them back cheap.

[@chriscain7333]

Yesh but thats a fail tbh, the chinese stock market NEVER MOVES, arguably the most unprofitable market in the world, they bought too high, and sold too low, yet again they are now buying at high...

[@johnyossarian9059]

The problem is, they dumped the shares when the prices were low and now they are buying back when the prices have bounced back. What a stupid game.

[@TAL142]

@@chriscain7333 I never said they are always successful. George Soros tried something like this in Hong Kong. He was forced to walk away with losses. But it won't stop them from trying especially they often get help from the US government.

[@TAL142]

@@johnyossarian9059 They dumped shares hoping to "collapse" China economy. It is not the first time "US" manipulated foreign markets. George Soros tried before but he walked away with losses. He is still mad at China for his losses.

[@monipenny408]

This is the same old tactic that U$ investors like Soros did to Asian stock market in 2008. Soros pulled the largest Forex manipulation ever seen in Asia leading to collapse of many businesses and suicides. They use their immense wealth to buy low, then stock dump to create an illusion of stock crashing, and when all the small investors start dumping, they buy them up and the whole cycle repeats. The beauty is U$ investors like Soros, can simply rely on U$ ability to print unlimited dollars!

[@michaelgoh9768]

This overcapacity which US is fond of harping is the driving force that propels China. The foreign investors

[@willengel-vs8ht]

smart money ain't that smart. however, the brokerage house always wins, unless they bet it with their own money.

[@ljp0213]

China is a place with many surprises and miracles

[@lfish57]

This is channel is my favorite. Looking forward to it every day. Thank you so much.

[@jilidkuminding7356]

I will bet ALL MY MONEY TO CHINA MARKET ❤. US can wait. Sorry Uncle Sam, its just BUSINESS 😅

[@johnaugsburger6192]

Thanks

[@cool-eye3674]

Kevin again ended his talk with a sigh.

[@brandonso]

He's exasperated at how his home country is run so disasterously. Zero leadership, only clowns are placed at the top in a deep state controlled government.

[@good2freelance1]

US investors selling low and buy high, very smart :)

[@jazening3075]

Awesome News! Team China All The Way!👍🙂

[@liamporter1137]

Thanks for sharing and surfacing the truth. 👏👍

[@wenerjy]

Thank you for your level-headed takes, so many YT channels on China seem to be hysterical nonsense that predicts China's imminent demise every 30 days.

[@Zerpentsa6598]

China should beware of investors buying with fiat dollars.

[@nanyanguo1]

dont worry , China is converting the fiat money to gold

[@WeZoomin]

OMG… I’ve always been afraid of Chinese stock, but 2 weeks ago I brought just like you said. I mean I had to do my own research after all the bashing the US gov is giving to China which caught my attention. Then I found out they are extremely under valued and operating just fine. So I brought in and ride the rally up til now 100% my profit so far and still holding.

[@patrickmaurin995]

Thanks, I am a great fan of your channel 😊

[@jeanlaikan8400]

I think that these who sell and those who buy are not the same

[@martinwilby8942]

be good

[@jessicayoung1190]

Buy high , sell low ?

[@JimmyDoyel-by2cp]

Who care when you have the tax payer foot the bill lol.

[@vertikultursg8532]

Those are not dumping or selling, but shorting aka driving prices down. The goal is to buy at as low price as possible. And they are going in big time

[@kitty-rp7bg]

Thank you 😂😂

[@the_sceptic]

Can you make a video about how a US citizen can invest in China?

[@rastoferi6012]

So overcapacity becomes the best marketing campaign for China😅. Thanks Blinken, Yellen and Raimondo.

[@thisiskevin1000]

A time for profiteering, and another time for buying A-share stocks

[@robintan502]

I like the term coined. Dumb Money. Idiocracy and Idiovestor at its best (or worst) depending on which side of the divide excites you

[@deathless3518]

Put money on NIO and PSNY (Polestar) those two EV stocks are a bargain right now!

[@untijuanoentij6205]

F....k right to the point.

[@garyevergreen5035]

Investors're sure their profits are more than just 5% in 6 to 12 months time.

[@theRedstoneinn_Dubuque]

❤👍👍👍👍👍😍🔥👏🙏❤️

[@cb250nighthawk3]

How I wish I've got the money 💰 to dump into the Chinese stock market.

[@thehungergames8918]

NIO 🚔😃🙏👊🤝

[@jerronng6036]

Make sure none of the senators r buying Chinese stock .... Ban them

[@leojones22]

China Observer, China Insights and Firstpost insists....

[@stayfree870]

Firstpost is India though.

[@brandonso]

@@stayfree870 Firstpost caters to a deluded audience.

[@skydragon23101979]

You can choose to believe those.

[@stchan8569]

I call it a "Gordon Chang" syndrome.

[@10lauset]

🤣🤣🤣

[@antwango]

dont tell me the global investors were American / Western! XDDD Pelosi, Trump Biden BoJo etc XDDD

[@rafa374]

Not much data Vs your usual videos

[@sciagurrato1831]

This is a business site and not a finance site. Please be aware of the difference.

[@rafa374]

@@sciagurrato1831 Please be aware that this is a vid on finance and whether it's finance or biz, arguments should be substantiated and normally this site does.

[@arthurlincoln9093]

Are they? More fool them. I hope the did their risk management and due diligence first. This is a country where even the Chinese government says that figures and statistics issued by its own ministries are suspect and that the whole system needs a shake up to make things more transparent for international investors whom it wishes to rescue China.

[@lance8080]

Fake propaganda channel 🇨🇳

[@albietg2544]

Amazing!

[@purplemist2779]

Be good!!

[@ptseti]

🤣🤣🤣🤣🤣🤣🤣🤣🤣love this video