The other compelling thesis I've seen is that the primary goal of locking down is to pressure Xi's rivals in the form of the more business/enterprise-heavy Shanghai Gang. That thesis would probably predict a gradual opening up of the country now that the Congress is complete, which is a nice falsifiable prediction on a probably 3-6 month timescale. Of course, this is not incompatible with the "it's to starve the west's economy" thesis or the simple face-value "Chinese society's view on the benefits of Covid-zero vs opening up, & capacity of Chinese healthcare system relative to its population, are different from that of the west" thesis.
With that said, I'm not anything remotely close to either a China expert or a geopolitics expert, so I don't generally want predictions like this having more than a small informative/qualitative effect on my investing decisions... But it's a narrative I'm keeping half an eye on to see how it plays out. Maybe @didicoco would have a more informed opinion on the topic.
- Forums
- ASX - By Stock
- WHC
- Caution, share price is too high
Caution, share price is too high, page-849
-
- There are more pages in this discussion • 596 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add WHC (ASX) to my watchlist
|
|||||
Last
$5.64 |
Change
-0.090(1.57%) |
Mkt cap ! $4.718B |
Open | High | Low | Value | Volume |
$5.77 | $5.79 | $5.53 | $54.42M | 9.677M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 3997 | $5.62 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.64 | 20079 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 3997 | 5.620 |
6 | 64132 | 5.610 |
6 | 123500 | 5.600 |
3 | 98698 | 5.590 |
4 | 82424 | 5.580 |
Price($) | Vol. | No. |
---|---|---|
5.640 | 20079 | 2 |
5.660 | 51996 | 2 |
5.670 | 58648 | 5 |
5.680 | 118350 | 2 |
5.690 | 67426 | 3 |
Last trade - 16.10pm 10/09/2024 (20 minute delay) ? |
Featured News
WHC (ASX) Chart |