Check out what classmates have to say!
Skills You’ll Learn
Features of Chinese stocks
Understand and learn the characteristics that only the Chinese stock market has and the characteristics of individual industry groups.
Major policy cycles of the Chinese government
From the 14th Five-Year Plan, the dual cycle, joint wealth, and manufacturing in China, all of the latest Chinese policy trends are covered in the class.
Latest industry trends in China
From traditional food consumption to the rise of the MZ generation, the electric vehicle market, healthcare, etc., we will inform you about industries that are likely to be invested in the future.
China Equity Analysis Approach
When investing in the Chinese stock market, you'll learn five basic tools you need to understand.
'China Equity', the representative of emerging countries,
I think I'll have to invest... 🙄
Do you still invest in Chinese stocks by looking at the Shanghai Composite Index?
Want to get started but don't know where or how to get started?
Due to recent policy regulations by the Chinese government, certain stocks have declined a lot from their highs. Some people say this'purchase“Use it as an opportunity to ride in the water or enter a new one, and some people are because of the rapidly changing policies of the Chinese government”wait-and-see'Do it'stop-loss'I'm doing it.
Famous US securities firms are using Chinese big tech stocks as an opportunity to buy Chinese big tech stocks to raise their investment opinions, and on the contrary, other big players are selling Chinese stocks, causing China's market capitalization to evaporate more than 1,000 trillion from its high. In particular, major technology stocks, which had a good trend until last year, were cut in half from their highs, and most companies showed a double-digit decline.
Nevertheless, the Chinese index is moving towards a high point. At a time when domestic investors' investment funds are over 1 trillion in China, How should we take investment positions?
You are currently,
Do you hold Chinese stocks?
If you have one,
What kind of stocks do you own?
Subsequent beating of enterprises by the Chinese government
vs 14th Five-Year National Development Plan
If you're looking at recent policy changes in the Chinese government, 'Long-term investment'and 'China Shares'You'll feel like it's a story from a different world. The big liquidity feast solved by COVID-19 in 2020 has come to an end, and 2021 China stock marketIs Government policy regulationUnlike the US stock market, it does not show a clear performance.
Platform anti-monopoly law issues in October 2020. From platform/game/private education such as the failure of Ant Group's IPO, promotion of non-commercialization of the private education industry, demand for improved treatment of delivery workers, strengthening data security management by platform companies, and banning Didi Chuxing's app downloads.
Subsequent beating of enterprises by the Chinese government continued, with Kwai Shou -70%, Alibaba -60%, etc. The Antibiotic Tech Index fell by 24.14% (as of 21.08.31) from its highI did.
If you look at it up close like this, the blade of China's ruthless regulation seems to be an act that erases trust in the Chinese stock market, but the Chinese government's “Five-year units such as the “14th Five-Year Plan”It established the country's development plan and big picture, quarterly Politburo meeting, annual economic affairs meeting and two sessionsThrough, we have established a development direction that pursues more specific economic growth and social stability.
In other words, investing in an industry or enterprise that is on the same line as the Chinese government is moving in can be a springboard for further growth away from regulation. Therefore, in order for Alpha to make additional profits in the Chinese stock market, It is important to understand the concepts of “double cycle policy,” “Made in China 2025,” and “common wealth” promoted by the government.
From a local expert in China,
“Practical Investment Know-How” in Chinese Stocks
MarasTalk unravels the 'latest trends'!
▶ ︎ From “factory” to “market” in China, adopting a five-round double cycle strategy
▶ ︎ “Xi Jinping's Ambition” 2021 China's manufacturing industry, how far has it come
Since the Chinese stock analysis books currently on the market were written 5 to 10 years ago, they focus on basic consumer industries such as “real estate,” “infrastructure,” and dairy products, based on the fact that the Chinese economy followed a debt-driven growth model. It has limitations in fully reflecting the changes in the Chinese economy and stock market that have been changing.
From basics to practical ideas for investing in Chinese stocks,
What you will learn in class KEY WORD!
📍 The Chinese Government Policy Cycle
: Joint Wealth/Made in China/ Double Cycle
📍 Major changes in China's economy
: Domestic demand-oriented development/High-tech manufacturing/Improvement of efficiency and quality
📍 Features of the Chinese stock market
: Understanding mainland, Hong Kong, and US ADRs and major indices
📍 China Investor Structure
: Individual/ Foreigner/ Institutional Investor/ Chinese Government
📍 Understanding China's economic indicators
: TSF growth rate, price index, retail sales, etc.
📍 Characteristics of each stock market in China
: Backface shares, growth stocks, platforms, dividend shares, theme shares, etc.
📍 Individual industry trends in China
: Traditional consumption/ emerging consumption/ platform economy/ new energy automobile/ other manufacturing industries, etc.
📍 When selecting individual stocks, investment considerations and practical investment tips!
Through the experience of studying in China and working locally, which cannot be heard anywhere else, I hope you will have the opportunity to build your own approach to the overwhelming investment in Chinese stocks.
Burying it unconditionally?
NO! Do not make involuntary long-term investments.
The Chinese stock market is above all else active It is an important market to monitor the direction of Chinese government policies and to review and follow up on investment ideas by identifying trends in leading industries..
However, it is not easy to invest in Chinese stocks due to the language barrier of the Chinese language and the unique “socialist capitalist system,” even though the history is short and dynamic, it is not easy to invest in Chinese stocks due to the characteristics of a highly volatile market.
However, G2 Global Top 2 Stock MarketsChina, which has emerged as an interest bond market, is growing in synergy based on more than 1 billion netizens Internet platform companies, Created by rapidly emerging as the world's largest automobile market and electric vehicle market Electric vehicle ecosystem, World's top two domestic marketsActive movements within China are becoming visible, such as the domestic brand trend (Guochao), which emerged as a result of the growth of the MZ generation and the revival of the MZ generation, and the Chinese leadership trying to break away from the stigma of Made in China and create another meaning of Chinese manufacturing.
In the recent rapidly changing trend of the Chinese economy, I hope that you will come up with various ideas for investing in Chinese stocks with me and succeed as a 'voluntary long-term investment'.
Class Curriculum1
Class details
Creator
마라스톡
Hello,
China expert 'MarasTalk'It's.
I run a YouTube that deals with Chinese stocks and trends in the Chinese industry.
I'll tell you a more systematic and comprehensive story about Chinese stocks that I couldn't do on YouTube!
I studied in China, majored in finance, and had a career in global consulting firms and Chinese securities firms in China. I was able to see, feel, and experience China's “growth” and “change” firsthand while spending my 20s with a country called China through studying abroad and working locally. For more than 5 years, I was able to directly explore local companies in China, interact directly with IRs, and have a deeper understanding of changes in the industry and individual companies.
<Exploring Face++, a Chinese unicorn company>
Understanding China, which is a country that seems close and far away, is not an easy, difficult process, but As it is such a dynamic market, you can find a variety of investment opportunities.
However, to simply look at growth, the Chinese market is not an easy market to study and invest on your own, such as limited access to information brought about by the language barrier of Chinese, a sudden change in attitude of the Chinese government, and unsavory situations that make people hesitate to invest, such as Ruixing Coffee.
In order to reduce the difficulties, misunderstandings, and gaps in investing in China that these investors are experiencing, we have set up a YouTube channel called “MarasTalk,” and through this class 101, I would like to share a deeper and more systematic approach to investing in Chinese stocks that were not covered on YouTube.
Since the Chinese stock analysis books currently on the market were written 5 to 10 years ago, they have limitations in fully reflecting the changes in the Chinese economy and stock market that have changed over time. I hope that through this class 101, you will have the opportunity to build a framework for your own approach to the overwhelming investment in Chinese stocks.
We will introduce the various investment points of “China”, the most attractive growing country in the world, along with recent trends in the class!
🥇 Participated in the Korea Economy China Market Broadcast Panel (2017-2020)
🥇 Kiwoom Securities Channel K China Investment Strategy Broadcast
🥇 Operation of MarasTalk's private YouTube channel
🥇 Graduated from a university in China with a bachelor's degree or master's degree
🥇 Worked for a global consulting firm in Shanghai, China
🥇 Worked for Maeil Keizai Securities in China
🥇 Shinhan BNP Paribas Asset Management China Bond Credit Analysis, etc.
마라스톡
