China and India

[Skyedriver]

Been in a few different funds in both countries for quite a while now but all the funds I have in both countries seem to be stagnating or dropping.
What's the general consensus, stick or drop?

On a totally different subject I used to have Sky TV and watched Squark Box on CNBC but have dropped Sky, what options do I have for similar programmes on t'internet?

Thanks for any suggestions (sensible ones please)

[DoubleSix]

We’ve had a decade of unusually consistent growth and low volatilty.

Time to get used to more normal returns and volatility without hitting the panic button.

[DonkeyApple]

For long term investments the best TV channel is CBeebies. It chills you out and stops you from chopping in and out of your investments.

For trading, or short term holdings then it’s better to buy a dart board and a monkey.

More seriously, India and China are coming off from some stunning growth due to everyone in the West medically addicted to buying worthless ste they have no need of with money they don’t have. Western consumer chimps are beginning to be told they can’t borrow any more money so our highstreets are beginning to falter as fewer chimps are running in and Wintoning the shelves with their trolleys so those shops need to import less worthless tat from India and China where the local factory slave labourers can’t even begin to comprehend why anyone would want to pay money for the st they are being forced to make. And Trump’s trade wars will also be beginning to weigh on them.

In short, a slowdown in Western consumption buggers Indian and Chinese manufacturers. Plus, they’ve been whoring themselves to oblivion on pointless consumption as moronically as we have been.

[Jockman]

DonkeyApple said:

For long term investments the best TV channel is CBeebies. It chills you out and stops you from chopping in and out of your investments.

One of your foremost posts, surely.

If this doesn't relax you, nothing will

https://www.youtube.com/watch?v=1tnUDT5miik

[DonkeyApple]

Jockman said:

One of your foremost posts, surely.

If this doesn't relax you, nothing will

https://www.youtube.com/watch?v=1tnUDT5miik

Before children the relaxation stems from university flashbacks but after it probably has more to do with Stockholm Syndrome.

[Jockman]

DonkeyApple said:

Before children the relaxation stems from university flashbacks but after it probably has more to do with Stockholm Syndrome.

[Ridealong]

I don't know if every Smart TV has the same apps, on my Samsung you can download the CNBC Real-Time & Bloomberg TV app.

[Skyedriver]

DonkeyApple said:

For long term investments the best TV channel is CBeebies. It chills you out and stops you from chopping in and out of your investments.

For trading, or short term holdings then it’s better to buy a dart board and a monkey.

More seriously, India and China are coming off from some stunning growth due to everyone in the West medically addicted to buying worthless ste they have no need of with money they don’t have. Western consumer chimps are beginning to be told they can’t borrow any more money so our highstreets are beginning to falter as fewer chimps are running in and Wintoning the shelves with their trolleys so those shops need to import less worthless tat from India and China where the local factory slave labourers can’t even begin to comprehend why anyone would want to pay money for the st they are being forced to make. And Trump’s trade wars will also be beginning to weigh on them.

In short, a slowdown in Western consumption buggers Indian and Chinese manufacturers. Plus, they’ve been whoring themselves to oblivion on pointless consumption as moronically as we have been.

Thanks, a great response, and probably very true on all counts.
Particularly like the Wintoning the shelves bit.

My impression was that India was on the up, internally, but maybe that cultural and lifestyle change has slowed. China more tied to western consumerism which has slowed and the tat made is now from places even cheaper than China. As China becomes more westernised but also restricted in their sometimes "cowboy" practices it will slow even more.
Will continue to monitor....

[jimmydash]

I'm in this, happy and sticking with it -

https://www.trustnet.com/factsheets/b/cm48/first-s...

[Jambo85]

DonkeyApple said:

Wintoning the shelves

[mart73]

jimmydash said:

I'm in this, happy and sticking with it -

https://www.trustnet.com/factsheets/b/cm48/first-s...

1.45% fees on HL !! Woah, that's an expensive fund...!!!!
Will watch with interest how it performs.

[jimmydash]

I NEVER use HL.

[Shnozz]

jimmydash said:

I NEVER use HL.

Just on this point, who would you recommend? I got drawn in by HL years ago and hold a fairly weighty SIPP with them. It’s largely self selected and not managed funds but still always searching for value..

[mart73]

jimmydash said:

I NEVER use HL.

I'm one of those who has a company pension with them, hence I'm always intrigued when a fund gets a recommendation.

[DoubleSix]

Ridealong said:

I don't know if every Smart TV has the same apps, on my Samsung you can download the CNBC Real-Time & Bloomberg TV app.

I spent 12 years having Bloomberg piped into my ear holes.

If I never hear Betty Liu’s drawl again it’ll be too soon.

[Newky Brown]

DonkeyApple said:

For long term investments the best TV channel is CBeebies. It chills you out and stops you from chopping in and out of your investments.

For trading, or short term holdings then it’s better to buy a dart board and a monkey.

More seriously, India and China are coming off from some stunning growth due to everyone in the West medically addicted to buying worthless ste they have no need of with money they don’t have. Western consumer chimps are beginning to be told they can’t borrow any more money so our highstreets are beginning to falter as fewer chimps are running in and Wintoning the shelves with their trolleys so those shops need to import less worthless tat from India and China where the local factory slave labourers can’t even begin to comprehend why anyone would want to pay money for the st they are being forced to make. And Trump’s trade wars will also be beginning to weigh on them.

In short, a slowdown in Western consumption buggers Indian and Chinese manufacturers. Plus, they’ve been whoring themselves to oblivion on pointless consumption as moronically as we have been.

Post of the week and one I will bring up when I'm being trailed round the shops by my other half looking at needless ste to adorn the home.

[DonkeyApple]

Interesting data out overnight on China.

Retail Sales +8.8% (est. +9.1%)
Industrial Production +6% (est. +6.3%)
Fixed Asset Investment +5.5% (est. 6.0%)

Same story as has been for quite a while which that the economy is still growing but at a decreasing rate. Spending is still growing I believe so they are developing the same consumer issues that we in the West are.

But more importantly, no one believes the Chinese data. They fiddle their numbers and have done for decades. So the general assumption is that if they’ve reported a near miss then the reality is a big miss.

MSCI EM Index doesn’t look rosy and the new running joke for 2018 has been that these markets aren’t Emerging but Submerging.

https://markets.ft.com/data/indices/tearsheet/summ...