FXI — every tracked call

FXI

10 tracked calls · 8 long · 2 short · last 90d: 6L/0S

first called by Dwarkesh Podcast 10mo ago

FXIFXILONG3d ago

“Chinese stocks are very attractive at the moment. They're a fraction of the cost of comparable US stocks... the Chinese government actually realizes that these companies are overcompeting with each ot”

The Master Investor Podcast

Beijing is actively stepping in to kill vicious price wars, letting you scoop up Chinese equities at a P/E of 10 while US stocks trade at 25.

FXIFXILONG@ $35.17

$37.13+5.57%

since call Jul 28

peak +5.6%

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FXIFXILONG5d ago

“China stateowned funds by nearly 9 billion shares to support the market. They're changing listing standards just like the US did... to get people to get more involved in these stocks very quickly.”

Jordi Visser

Beijing just scooped up 9 billion shares to artificially prop up its stock market and fund its AI ambitions, putting a massive state floor under the index.

FXIFXILONG@ $33.92

$37.13+9.47%

since call Jul 26

peak +9.5%

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FXIFXILONG4w ago

“If you look at Chinese debt percentages... Their percentages are much lower. Uh that means they still have some semblance of belief on faith.”

Wealthion

China offers a superior investment destination over the US due to significantly lower debt percentages and a stronger foundation of systemic trust.

FXIFXILONG@ $31.31

$37.13+18.57%

since call Jul 2

peak +18.6%

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FXIFXILONG4w ago

“I think the hang index is less than 10 times next year's earnings. And I have had this view that Chinese savings are going to come out of the real estate market out of fixed income into equities... I ”

Monetary Matters · The Monetary Matters Network

Hong Kong equities will ignite into a massive bull market as domestic Chinese savings rotate out of a crashed property market and low-yield fixed income into stocks trading at under 10 times earnings.

FXIFXILONG@ $31.36

$37.13+18.41%

since call Jul 2

peak +18.4%

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FXIFXILONG4w ago

“the Chinese are way ahead of the Western world. But miles ahead in terms of technology... Yes, it's investable.”

Wealthion

Chinese factories pump out advanced cars at half the price of Western rivals, proving their massive technological lead makes the country highly investable.

FXIFXILONG@ $31.02

$37.13+19.71%

since call Jun 29

peak +19.7%

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FXIFXILONG4w ago

“I've started to to change my tune and say, you know what, there's now actually really quality companies to to buy in China. [...] because you have fairly weak growth and because you have low inflation”

Thoughtful Money · Adam Taggart | Thoughtful Money®

Investors should scoop up Chinese equities as emerging world-class industrial companies pair with unconstrained money printing after a 12-month slump.

FXIFXILONG@ $31.24

$37.13+18.86%

since call Jun 28

peak +18.9%

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FXIFXILONG3mo ago

“China's got Russia right next door … they have more reserves, more renewable capacity online, and a relationship with Russia.”

Forward Guidance · Jacob Shapiro

China relatively wins from the disruption with reserves, renewables, and a Russian energy backstop

FXIFXILONG@ $34.90

$37.13+6.39%

since call Apr 7