To The Moon

Last week, China announced an unexpectedly large stimulus package, driving Hong Kong stocks to their biggest weekly gain in nearly 13 years. This puts them in a strong position to become one of the best-performing markets globally in 2024. Meanwhile, the Shanghai Composite Index skyrocketed from 2,700 to the long-elusive 3,000-point mark.HSI 11-day rallyWhat’s really interesting is that market participants, especially foreign institutions, are aggressively chasing gains through call options. This has pushed the volatility hedging costs for Hong Kong stocks next month to a two-year high, showing that investors have increasing confidence in the mid-term. Unfortunately, this also means that those betting against Chinese stocks and seeking “neutral hedging” strategies have taken a serious hit,

The rule seems to be working this time, at least seen from the strong performance of A shares last week, when the benchmark Shanghai Composite Index surged to over 3087 points on Friday, reversing, at least partially, sentiment among investors that had been dampened after the Shanghai index slid below 2700 points on Sept 18, the lowest since Feb 6. Last week marked the index's biggest gain in 16 years. The best-performing concepts is Tencent Concept.Considering the different perceptions of the stock, this time TigerPicks chose $Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ to have a fundamental highlight to help users understand it better. $Bilibili Inc.(BILI)$

The five trading sessions saw more than 140 director interests and substantial shareholdings filed for 40 primary-listed stocks. Directors or CEOs filed 17 acquisitions, and one disposal, while substantial shareholders filed 11 acquisitions and 11 disposals. The 140 filings were larger than the usual weekly quota due to director participations in performance share plans. This included SATS President and CEO Kerry Mok Tee Heong who was granted unvested shares under the SATS Restricted & Performance Share Plans. 1. $Raffles Medical(BSL.SI)$ Between Sep 24 and 25, Raffles Medical Group executive chairman Loo Choon Yong acquired 2.15 million shares at S$0.89 per share. This increased his total interest from 55.16% to 55.27%. Since, late Feb

As global economic growth slows and the Federal Reserve cuts interest rates, investors are turning their attention to emerging markets. Recent monetary and fiscal stimulus measures from the Chinese government are creating opportunities for diversification and growth in Chinese investments.Billionaire investor David Tepper has emphasized China as a significant investment opportunity. With rate cuts shifting focus, it's important to analyze how China's economic recovery impacts the performance of emerging market ETFs.What Are Emerging Markets?Emerging markets are countries transitioning from developing to developed economies. They have the potential for rapid economic growth but lower per capita incomes than developed nations. Key players include the BRICS countries (Brazil, Russia, India, C

$Vistra Energy Corp.(VST)$ is a powerhouse in retail electricity and generation, boasting a generation capacity of 37GW across gas, nuclear, coal, solar, and battery storage. Recently, its stock has taken off, but the clean energy investment story remains bright.It’s no surprise that Vistra’s stock performance has been impressive this year, considering natural gas accounted for 66% of its net generation in FY2023 (though Q2 for FY2024 hasn’t been reported yet).Vistra's year-to-date stock gains are largely thanks to a boom in generative AI and data center spending. More and more major players are reporting higher energy consumption, and data center REITs are facing power constraints.Most importantly, it’s no shock that big tech and the U.S. governme