Jp Morg.chin Share Price (JCGI)

Good morning Pcs. I tend to agree with you. I find China is hard to read. However, the market there is decent enough value (though it could get cheaper, much cheaper on poor news). I'm just holding now and reinvesting dividends. At present I am showing a loss of c30%! as I bought too early (not for the first time!). For sure, a further drop would tempt me to buy a few more. As would better news from there. This is a market you cannot ignore (like the USA) and must have some exposure to or have it on your watchlist. It will turn. ALgent. PS Are you following/holding any other China related investment trusts? Myself, I am thinking of making an investment in FCSS.

" 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!