Jp Morg.chin Share Price (JCGI)

" the majority of the negativity must be priced in by now."

I was just looking at China.... it is never fully priced in, if things get even worse ... the Bulls keep away and the Bears sell things down even more....although the worse it gets ...yes....the more likely a stimulus ...but enough stimulus ??

Record travel plans for this China New Year Holiday... so..data on spending confidence from that could be a barometer ....I think it is going to be a slow and gradual turnaround

....over capacity on manufacturing forcing deflation ..people must be bit worried about job losses at present so holding back spending...downward spiral if not careful

Turnaround time for China - Here's how to invest. (JCGI mentioned)

https://www.bloomberg.com/news/newsletters/2024-02-06/turnaround-time-for-china-here-s-how-to-invest?leadSource=uverify%20wall

China Weighs Stock Market Rescue Package Backed by $278 Billion

I tend to agree r.e. bottoming out. Just commented on the BGCG board (which is extraordinarily quiet) that the majority of the negativity must be priced in by now. You would think/hope! Perhaps the news of the potential for Chinese stimulus will come to something. Fingers firmly crossed!

In today’s news: “Huge data leak dubbed the

'Mother of all Breaches' sees 26 BILLION records leaked from sites including Twitter, Linkedin, and Dropbox…. The biggest leak comes from Tencent's QQ, a popular Chinese messaging app which had 1.5 billion records in the breach.”

If this affects Tencent’s stock price, the NAV of this fund will drop further. I’m not currently invested (last sold around 210p) just watching with interest and will buy in again at some point, hoping for low 180’s.