How to Invest in China Banks for Singapore Investors – China Construction Bank Review

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 Reminder: We’re running a limited Christmas promotion with $100 off the FH Investing Course. I think it’s the best investing course available on the market...

Have China stocks bottomed? Why I bought more China stocks last week?

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This is an FH Premium post written last weekend. As I have been getting a lot of questions on my views on China, I wanted...

Why I am buying China Banks at 7.5% Dividend

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  First off - I do want to say that I might not be right about this. Buying China banks now is like buying Citibank or...

Preliminary views on Wuhan Virus – Buying opportunity or time to sell stocks?

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Note: This article first appeared on Patron. If you enjoy exclusive articles like this, do consider supporting this site as a Patron! Update: We've published...

Best China ETFs to buy for Singapore Investors (2021): China Tech Stocks Plunge 55%...

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  Hi FH, the Chinese tech stocks are reaching one low after another, take Kuaishou as example. The method of averaging in doesn’t seem to...

Alibaba – Will I buy this stock after its plunge?

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In case you missed it, the China government launched an antitrust investigation into Alibaba last week. This, combined with the pulling of Ant’s IPO, has...

Sea Ltd (NYSE: SE) 值得买吗? 东南亚的腾讯和阿里巴巴?

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为什么关注Sea Ltd (NYSE: SE)? SEA Limited在股市中表现非常出色。仅在2020年,增长率就超过300%。SEA的市值为920亿美元。疯狂吧? SEA 组织结构 (Garena,Shopee 和 SeaMoney) Sea 经营三项主要业务: ·       Garena(游戏) ·       Shopee(电子商务) ·       SeaMoney(金融科技) 最大的收入来源是 Garena,其次是Shopee。Shopee仍处于烧钱阶段。目前,金融科技部门 (SeaMoney)仍然很小,但确实有很大的发展空间。 Garena 是主要的利润产生者,而在 Garena 中,大部分利润来自一些顶级游戏,如(Garena Free Fire)(大逃杀(Battle Royale),像PUBG这样的游戏)。 简而言之,今天的 Sea 是一家游戏和电子商务业务公司,大部分利润来自游戏营业。 SEA计划在未来几年中大力发展金融科技部门。新加坡货币管理局在2020年12月宣布,向 SEA 授予数码银行许可证。新加坡将拥有4个数码银行。 SEA 优点 就经济增长而言,东南亚是增长最快的地区之一。Sea处于游戏,电子商务和金融科技领域的领袖。东南亚迄今为止数字(和物理)基础​​设施还不是很发达,而且竞争并不像美国或中国那么激烈。 估价 如果我们假设Sea有一天可以在东南亚地区像阿里巴巴或腾讯一样占据主导地位,那么估值可能会翻倍。但东南亚与中国是截然不同的市场。 东南亚与国内市场相比,电子商务在国内的渗透率更高,阿里巴巴/腾讯明显更占优势。 SEA Limited...

How to buy China A-Shares? Best Stock Broker to buy China shares

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I’ve been getting a lot of queries on China recently. And broadly, they can be split into 2 camps: Should I sell my shares because...

Why the Chinese Economy will slow down

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Hi Guys, As many of you know, I’m a big believer in the China growth story, and the power of China as a long-term investment...

Will I SELL my China stocks? How to Invest in China? (China Evergrande Update)

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  Over the past week, a lot of you have reached out with concerns about Evergrande and China’s growth: Hi FH, if you don’t have exposure...

China Stocks keep falling after disappointing stimulus – Is this a buying opportunity or...

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Couple of you have been asking for my thoughts on China after the recent stimulus (that disappointed markets). So I decided to release this FH...

China Tech Crackdown Update – Too early to buy the dip?

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  What a week! It felt like March 2020 again – but for China Tech stocks only. I shared my views on the China Tech Crackdown on...

How to use Alipay / WeChat Pay as a foreigner in China? Can Singapore...

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For those who missed it, Financial Horse is currently based in China. And one thing that has always mystified me about China is Alipay...

特朗普输掉选举后, 我要买的三大股票

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拜登获胜,股票趋势影响: ·       绿色科技(太阳能,电动汽车等股收益)– 相反,页岩/油将可能下跌 ·       医疗保健 (医疗保健改革,因此某些医疗的股票会受益) ·       房地产 (经济刺激方案会帮助房地产业) ·       银行 (短期可能受到监管策划负面影响) ·       科技 (有利于科技股,美国参议院不太可能通过反竞争法规/ 大型技术也为拜登的竞选做出了贡献) 主要的问题是,拜登迄今为止对自己的政策都保持沉默。他的竞选活动主要是根据“不要特朗普”进行,没有明显表现自己的立场。因此,以投资者的角度,对于实际接下来发生的事情相当模糊。 拜登将在1月份上任。9000亿美元的刺激方案刚刚被批准,虽反应好坏参半。 特朗普输掉选举后我要买的三大股票: REIT(房地产投资信托 - MCT或CICT) 科技 (Alphabet谷歌,Netflix奈飞,腾讯) 黄金/比特币/白银 (仅限短期) 初步意见/注释: 长期投资 - 3至5年或更长的时间范围。如果短期内价格疯狂涨,可以考虑出售股票,但默认的持有期是更长的时间。 投资没有保证。确切的投资组合将取决于各人的风险承受能力。 具有潜能的三大股票: 1.   REIT(房地产投资信托 - MCT或CICT) Mapletree Commercial Trust (SGX: N2IU) CapitaLand Integrated Commercial Trust (SGX: C38U) 从长远来看,...

Will I buy China stocks in 2024? Have China stocks bottomed?

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  As some of you will know – this week saw the blowup of a prominent Singapore hedge fund. The fund was long China and short...