Chinese business throwing off lots of cash at the moment. They...

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    Chinese business throwing off lots of cash at the moment. They have the highest rates of automation and high technology business on the planet. Bank loans to Property and retail has fallen off a cliff in China. This is what the media is focusing on, but is far from the whole story. Money coming out of China has generally had three options; Gold, S&P500 and Bitcoin.
    International investors would do well in Chinese stocks. I am predicting they will outperform, as they have done over the last few decades. I am very heavy in Gold and won't touch Bitcoin, but if you’re wondering why these assets have done so well lately look no further. US now on the nose with Chinese Investors after the Trump Tariff tantrum, so I'd imagine the S&P500 has topped.
    Used to be best to view the World through US investors glasses. Now I reckon its best through a Chinese lens.
 
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