China takes over the world

When the Fortune 500 Global 2020 list was published earlier this year it also recorded a 'first'.

For the first time, since its inception in 1955, the number of Chinese companies on the list outnumbered the USA.

Person at their desk

Is the power dynamic shifting?
China's growth has been on Javid's and my radar for over 10 years - ever since we heard Jim Rogers sold up his New York mansion to move to Singapore.

In 2007 Rogers believed, through his extensive travelling and investing experience, that China was THE place to be - especially for his young family.

"If you were smart in 1807 you moved to London, if you were smart in 1907 you moved to New York City, and if you are smart in 2007 you move to Asia."

By his own admission, timing is not his strong point.

So we have been waiting for some evidence that he would eventually be proven right.

Has that moment come?
Certainly, the Fortune Global 500 suggests it has.

From a Dynamic Trader perspective, trading directly in most Chinese stocks is not yet a realistic possibility. However, our recent buys have included NIO and HUYA - both China companies listed on the NYSE.

And I will now be looking with more interest at NYSE Chinese companies - and possibly an ETF.

Let's go trade!

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