China for the longer term

Personally i am bullish on China over the next couple of years.

  1. cheap energy. They will turn Russia into an economic colony buying their oil in yuan and burn lots of coal domestically.

  2. Taiwan risks are overblown imo. Cant see China invading having for a whole host of reasons. One being cultural. The little red book promoted guerilla warfare not facing the enemy in the field. China will turn the screw on the west in other ways eg. current closure of the worlds biggest port

  3. Its China. They need growth to retain control and are gonna stimulate as need be imo.

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Your first point reminded me of this:

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More signs business is noticing China’s competitive advantage.

From FT.

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China’s Xi vows ‘more forceful’ tools to achieve economic goals (cnbc.com)