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Global P/E Ratios.

Featured Replies

I like to take a look at worldwide P/E Ratios from time to time. The differences are massive. For example:
S&P 500 = 27
Germany = 15
Brezil        = 9
One would think that the US is the only game in town concering future growth. The rest is eighter "yawn" or "garbage" (Brezil).


After a 2 year bull market in the US (P/E 27) a lot of future growth is priced in. Some global "re-adjustments" may take place soon.


source:     worldperatio.com

 

I think there will be a reversion to mean soon.

I'm 100% chinese tech right now.

1 minute ago, ModdaPunk said:

I'm 100% chinese tech right now.

 

I'm 100% short Chinese tech right now. Seen the HSI lately? I did hear that the Chinese have finally decided to pull out the big guns and throw 1.4 trillion at the problem. There might be a bit of a bounce but it could be a dead cat. The tanking oil price is due to this narrative of expectation of reduced Chinese demand. Big time.

1 minute ago, pattayasan said:

 

I'm 100% short Chinese tech right now.

 

The money I'm gonna make has to come from somewhere.

Thanks :)

5 minutes ago, ModdaPunk said:

The money I'm gonna make has to come from somewhere.

Thanks 🙂

Diversifying is how money is not lost. 100% isn't diversifying.

  • Author
17 minutes ago, ModdaPunk said:

I'm 100% chinese tech right now.

Also P/E Rato for Chines shares are low. I would just love to invest in Chinese shares. Why I am not doing it?


In case of a military confrontation with regard to Taiwan, there is no telling what would happen to Chinese shares.

3 minutes ago, Digitalbanana said:

Diversifying is how money is not lost. 100% isn't diversifying.

 

Nonsense.

Buying blatantly undervalued companies is how money ain't lost and how money is made.

Go ahead fellows !

Invest in the US stock market and bitcoin.

We'll see who has the best run of things over the next couple of years ;)

Edited by ModdaPunk

7 minutes ago, ModdaPunk said:

Go ahead fellows !

Invest in the US stock market and bitcoin.

We'll see who has the best run of things in the next couple of years 😉

 

Local governments, facing high debt and falling revenues, have been cutting civil servants' pay and delaying payments to contractors, choking money flows to the real economy and fanning deflationary pressures.

 

Analysts say Beijing may be saving fiscal ammunition for the next round of its trade war with Washington.

 

https://www.reuters.com/markets/asia/what-you-need-know-about-chinas-14-trillion-debt-package-2024-11-10/

14 minutes ago, ModdaPunk said:

 

Nonsense.

Buying blatantly undervalued companies is how money ain't lost and how money is made.

image.jpeg.eef9ae92b4f160db769370108831b071.jpeg

10 minutes ago, swissie said:

Correct. I am a "contrarian" myself. But if "political circumstances" enter the equasion, it becomes a gamble. Economic inputs become merely "background noise".


The "Taiwan Question" remains. Unfortunately.

 

There isn't any Taiwan question.

War over Taiwan would mean the collapse of the global semiconductor industry and, in turn, the collapse of the global economy.

It's never gonna happen.

 

(let's not forget that both the US and China have nuclear weapons)

 

 

Edited by ModdaPunk

  • Author
30 minutes ago, ModdaPunk said:

 

There isn't any Taiwan question.

War over Taiwan would mean the collapse of the global semiconductor industry and, in turn, the collapse of the global economy.

It's never gonna happen.

(let's not forget that both the US and China have nuclear weapons)

Not to forget: Mainland China is making major efforts to catch-up with the Taiwanese chip industry and with "Silicone Valley" for that matter.


Give it 5 years and Mainland China will not need the Taiwanese chip industry nor Nvidia. Then turning their attention to the Taiwan problem. By then they will also have reached a military equiliblium compared to the US.


A peaceful overtaking of Taiwan will be extremely beneficial for your Chinese shares. Considering all this, your chances of quadrupling your money is quite good.


UNLESS SOMETHING GOES WRONG, beyond the plans of mice and men.

1 hour ago, ModdaPunk said:

 

Nonsense.

Buying blatantly undervalued companies is how money ain't lost and how money is made.

 

Why not post here which companies you have bought at which price, and let's talk again in 6 months?

And now you don't have to go cherry-pick for companies that were low-priced 6 months ago, just post what you have bought in the past 30 days

45 minutes ago, ModdaPunk said:

There isn't any Taiwan question.

War over Taiwan would mean the collapse of the global semiconductor industry and, in turn, the collapse of the global economy.

 

And the collapse of the price from the shares you hold.

 

45 minutes ago, ModdaPunk said:

It's never gonna happen.

 

Glad you have a crystal ball. Can I borrow it some day?

Germany is in recession with many problems and people dont want a VW or BMW.

Brazil?  who cares.

 

The U.S. is the only game for the future 27 is a little high but with lower interest rates, Trump, tax cuts, Billions sitting in fixed income lots of money will be pouring in the he markets in the coming months.

If PE is your deal look at the small caps PE is good now.

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