Adam Khoo: I'm Done with China Stocks!

Транскрипт

1. About a year ago, I created this YouTube video,

   Перевод на русский: About a year ago, I created this YouTube video,

2. China stocks, I'm done.

   Перевод на русский: China stocks, I'm done.

3. And the trouble with a lot of people is that

   Перевод на русский: And the trouble with a lot of people is that

4. they don't watch my entire video

   Перевод на русский: they don't watch my entire video

5. and they assume that I sold all my China stocks.

   Перевод на русский: and they assume that I sold all my China stocks.

6. I have not.

   Перевод на русский: I have not.

7. If you watch the video,

   Перевод на русский: If you watch the video,

8. you know that what I said at that point of time was that

   Перевод на русский: you know that what I said at that point of time was that

9. I'm done with China stocks,

   Перевод на русский: I'm done with China stocks,

10. meaning I'm not gonna buy any more China stocks,

    Перевод на русский: meaning I'm not gonna buy any more China stocks,

11. but I'm not selling my China stocks, which I already own.

    Перевод на русский: but I'm not selling my China stocks, which I already own.

12. There's only one China stock I sold, which was Tencent,

    Перевод на русский: There's only one China stock I sold, which was Tencent,

13. but I'm still holding Alibaba,

    Перевод на русский: but I'm still holding Alibaba,

14. I'm holding JD, the China Tech ETF,

    Перевод на русский: I'm holding JD, the China Tech ETF,

15. the Hang Seng Index ETF,

    Перевод на русский: the Hang Seng Index ETF,

16. I'm holding Ping An Insurance,

    Перевод на русский: I'm holding Ping An Insurance,

17. I'm holding a lot of China companies still in my portfolio.

    Перевод на русский: I'm holding a lot of China companies still in my portfolio.

18. So have I changed my mind on this?

    Перевод на русский: So have I changed my mind on this?

19. No, I've not changed my mind.

    Перевод на русский: No, I've not changed my mind.

20. I'm done, meaning I'm not buying any more China stocks,

    Перевод на русский: I'm done, meaning I'm not buying any more China stocks,

21. but I'm still holding what I bought

    Перевод на русский: but I'm still holding what I bought

22. because it didn't make sense to sell in the last few years

    Перевод на русский: because it didn't make sense to sell in the last few years

23. when it was so undervalued.

    Перевод на русский: when it was so undervalued.

24. I don't find China companies as certain,

    Перевод на русский: I don't find China companies as certain,

25. as predictable as US companies,

    Перевод на русский: as predictable as US companies,

26. simply because of the government there.

    Перевод на русский: simply because of the government there.

27. They can overreach and they can change the business models

    Перевод на русский: They can overreach and they can change the business models

28. of companies that they,

    Перевод на русский: of companies that they,

29. they don't like.

    Перевод на русский: they don't like.