I stumbled upon a netflix documentary about the development of the Chinese markets and cultural revolution, how they got there and where they are focusing for the future. As America continues to slide as the preeminent economy which will likely be overtaken by China within the next decade, the general gist of the show is that there are so far 4 industrial revolutions and China is going all-in on the 4th:

1) Steam engine/hydraulics
2) Electricity
3) Computing
4) Artificial Intelligence

As much as I would love to have America lead the way, the uniparty of communist China paired with their deregulation, focused effort, and free-wheeling with intellectual property gives them a huge and seemingly insurmountable advantage over the US. Additionally, China's middle class is experiencing a rapid expansion.

I am in on NIO, TCEHY, and BABA, but I would like to see if anyone has had any experience with a few I researched very lightly.

YI
CANG
SOL
TIGR
YY
YUMC
TME
NTES
BYDDY
PNGAY
EDU
BILI

if anyone has any insight, much appreciated, otherwise, fire away.

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Posted by Upperdecker

St. George, LA

Member since Nov 2014

30543 posts

Posted on 1/22/21 at 10:13 am to Shamoan

I’m wary of investing in China for three reasons:
1) US China relations
2) Chinese currency manipulation
3) Luckin Coffee (fraud in reporting with international companies)

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Posted by Shamoan

Member since Feb 2019

9162 posts

Posted on 1/22/21 at 10:15 am to Upperdecker

they certainly don't mind bending (read breaking) the rules to their advantage.

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Posted by Diseasefreeforall

Member since Oct 2012

5483 posts

Posted on 1/22/21 at 10:22 am to Shamoan

I'm heavy into PKKFF, a Canadian fintech company that connects small businesses in China with lenders. They have a vast opportunity if they execute and stay on the good side of the govt, which looks rosy so far.

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