Ketterer says that travel and China tech stocks will rebound



Aug.23 — Travel and Chinese technology stocks are likely to rebound as investors look for remaining bargains while global stock indexes climb, according to Sarah Ketterer, chief executive officer of Causeway Capital Management. She’s currently on “Bloomberg Markets, The Close.”

Michael Canning

Michael Canning

Michael has a Masters's Degree in Leadership and Juris Doctorate. After working in private business for 10 years, he started writing. He covers law, business, startups, and technology. One of his passions is researching disruptive technology in business. [email protected]

29 thoughts on “Ketterer says that travel and China tech stocks will rebound

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    April 11, 2022 at 7:02 am
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    Bookings for holidays in 2022 are close to 2019 levels which is a strong indication of recovery in the travel sector.
    However, there will be new covid variants, and countries will sporadically open and close their borders, sending fear shockwaves through the market, so it will be a volatile recovery. Finally, the elephant in the room is climate! Climate pressure will be the next challenge for the travel industry, so even if it does recover, travel is unlikely to make a full recovery in the near future.

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    April 11, 2022 at 7:02 am
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    AMC entertainment holdings is the next big squeeze opportunity. Going to be the biggest short squeeze in history. Shorts haven’t covered 💎🙌🚀

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    April 11, 2022 at 7:02 am
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    I would be hesitant with investing in any Chinese stocks. The entire south of China is in record breaking floods , the worlds largest 3 Gorges Dam reservoir is so large its contributing to the catastrophic weather. Plus northern China is suffering from record breaking heat, with drinking water shortages. Plus the dictator is being stupid with businesses all over China.

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    April 11, 2022 at 7:02 am
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    I HAVE BEEN MAKING LOSSES TRADING MYSELF…I THOUGHT TRADING ON DEMO ACCOUNT IS JUST LIKE TRADING THE REAL MARKET… CAN ANYONE HELP ME OUT OR AT LEAST ADVICE ME ON WHAT TO DO?

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    April 11, 2022 at 7:02 am
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    Caroline's point about the whimsical nature of CCP policy shifts is on point. Sound fundamentals mean almost nothing to power playing bullies like those high up in the CCP. In other words, Chinese equities are a dumpster fire of toxic proportions.

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    April 11, 2022 at 7:02 am
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    Rebounds now. But many will sell to lower losses. Need to wait a bit. The long term valuation will not be as high as before!

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    April 11, 2022 at 7:02 am
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    It is always darkest before pitch black . Stay away from Chinese stocks and Remember the first rule of investing.

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    April 11, 2022 at 7:02 am
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    this lady trying to push up her loosing Chinese tech positions. The truth is that Chinese stocks have fundamentally been changed by China's anti-monopoly, and anti-inequality direction. Investors are right to be fearful on this longterm change

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    April 11, 2022 at 7:02 am
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    Doesn’t China’s growth open opportunities for the whole world?
    Aren’t most foreign companies in China for the Chinese market and because China represents almost 40 % of global growth?

    Most foreign companies are in China because it has a middle class that is LARGER than the population of the US.
    Isn’t China such a dynamic strong vibrant and innovative economy and foreign companies wish to be a part of that?

    Foreign companies could have walked away or stopped trading with China.
    No one is preventing any companies from trading with China. The decision is totally in our own hands.

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  • Avatar
    April 11, 2022 at 7:02 am
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    Gordon Chang, a Chinese-American lawyer, the Author of "The Coming Collapse of China" has made his usual prediction of China's upcoming collapse since 2011, he predicted a collapse in 2012.

    Nowadays, he’s still talking on TV news about the relationship between the US and China
    and that China's endgame is 'World domination'.

    Now which of his predictions should we listen to?

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  • Avatar
    April 11, 2022 at 7:02 am
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    Some serious mental gymnastics to defend a communist state. They change their "laws" on a whim. If you are smart you invest elsewhere.

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    April 11, 2022 at 7:02 am
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    CHINA HAS TOOOOOO MUCH DEBTS AGAINST ITS GDP!!!! ITS GDP GROWING SPEED CANNOT CATCH UP WITH ITS GROWING SPEED OF NATIONAL DEBTS!!!! PBOC MADE A HUGE MISTAKE OR IT HAS NO MORE ROOM TO CUT LPR AND RRR FURTHER!!! CHINESE FINANCIAL MARKET IS STARTING TO COLLAPSE NOW!!!! LOOK AT THE FACT AND THE REALITY!!!!

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    April 11, 2022 at 7:02 am
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    Chinese stocks have so much value at these levels. If anyone can identify them rationally – so much money can be made. Alibaba, BYD, DiDi, Tencent, Baidu – Goldmine

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    April 11, 2022 at 7:02 am
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    There is a reason to be fearful. Investors don't need to Rush into cheap stocks now.

    Reply

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