Billionaire Investors Trims Alibaba stakes.  $BABA-W(09988)$  (Bloomberg)  Tepper’s Appaloosa Management cut its Alibaba stake by 5% in the three months through September, according to a 13F filing released on Thursday. Alibaba, however, remains the hedge fund’s largest holding, accounting for 16% of its $6.7 billion equity portfolio. Tepper also trimmed exposure in the iShares China Large-Cap exchange-traded fund, the KraneShares CSI China Internet ETF and Baidu Inc. At the same time though, Tepper more than doubled its stake in PDD Holdings, and increased positions in JD.com Inc. and KE Holdings Inc., the filing showed. That stands in contrast to what Tepper said during a CNBC interview in September, whe

So, I was having lunch with my boss, and guess what happened? This middle-aged uncle, maybe in his 40s or 50s, sitting at the next table, started talking super loudly about China stocks with his friends! He said he invested in Alibaba and was all excited because the PE is super low. He also talked about how the Chinese government is doing all these things to boost the economy, like giving vouchers and subsidies for buying appliances and EVs. Oh, and he was raving about how the 11-11 festival made crazy profits for the e-commerce companies! But here’s the thing which he didn't consider  —those vouchers and subsidies are like a one-time thing. Once people buy their stuff, they won’t need it again for ages, so sales will probably drop later. And sure, 11-11 brings huge sales, but guess w

Is China's ¥6 Trillions Debt Relief Sufficient? ¥150 Trillion Says No Last Friday in China, a ¥10 trillion debt restructuring plan was approved, shedding light on the government’s approach to fiscal strategy. This decision was reached during the 12th session of the National People’s Congress Standing Committee, which wrapped up on November 8. In addition to this plan, several laws were passed, including the Preschool Education Law and amendments to the Cultural Relics Protection Law, Property Law, Energy Resources Law, and the Anti-Money Laundering Law. This article is written by Shernice, please hit the like button if you like my article. The most widely discussed aspect of the session was the raised debt limit for local governments aimed at addressing “hidden” debts. Three key measu

Earlier, China seemed to postpone the National People's Congress Standing Committee session until November 8, perhaps to wait on the U.S. election results before deciding how much debt to issue. President Xi likely wanted to see the outcome to determine the scale of debt issuance. But now that the Standing Committee has concluded and announced the fiscal debt issuance plan, the market was shocked by the lower-than-expected numbers. This article is written by Shernice, if you like my article please hit the like button.  This isn’t just my impression—the market reaction confirms it. As soon as the debt issuance plan was revealed, the A50 index dropped, and the RMB weakened. Clearly, the issuance fell below market expectations. So, what’s the thinking behind this conservative debt issuan

【Voting Post】Who would you pick as a hubby:  Donald Trump or Xi Jinping? I’d go with Trump—at least he’d keep me laughing and my allowance flowing! Plus, he actually follows through on most of his promises, unlike Xi, who’s all talk about grand stimulus plans but rarely delivers the goods!

China stock market is now driven largely by the sentiments of the influx of newbie traders born in 00s from after their national day holidays. They may likely be swayed by what influencers say about the market. The large funds will likely use each policy news release as an opportunity to influence market prices so they can buy stocks at a lower price, so I think there will be turbulence in the short run before it goes back up.$PDD Holdings Inc(PDD)$  

What comes down will eventually go up! While some investors are concerned about the immediate impact of these measures, I see the current market dip as a strategic opportunity to employ DCA. By investing a fixed amount regularly, regardless of market conditions, DCA can mitigate the impact of market volatility and reduce the risk of making large investments at inopportune times. So if you have a long term outlook, you don't have to worry.

It might not be the case. Chinese stocks will bounce back strong towards the end of the year going towards Chinese new year in 2025 when spending will be higher and consumer confidence within China will be high.

The policy is strong but our trading instincts for more are stronger. Wait it will bounce ⭐

Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later

PDD holding can buy now?

Trump's re-election will undoubtedly inject new policy expectations into the market, and the strong performance of the dollar is likely to continue in the short term. However, the market's heightened sensitivity also warns us that any significant changes in economic fundamentals could instantly alter the dollar's course. Therefore, investors should closely monitor policy dynamics and macroeconomic indicators, adjusting their investment strategies in a timely manner to adapt to the evolving market environment.

China's decision to raise the local government debt limit by 6 trillion yuan, its largest recent debt-reduction measure, has left markets underwhelmed. Originally anticipated to be as high as 15 trillion yuan, the actual stimulus fell significantly short of analysts' and social media expectations. This article is written by Shernice, if you like my article please hit the like button.  Critics argue that the 6 trillion yuan injection barely covers a year's worth of interest payments on the vast, complex web of explicit and hidden local government debt, which exceeds 100 trillion yuan in total. This plan, in their view, offers no substantial debt reduction and does little to address underlying economic challenges. Some commentators suggest that if the government intends to expand the mo

$Tiger Brokers(TIGR)$ i dunno what is China doing, give one big one to F trump ma! 

Lfg to the moon tiger trade

$Tiger Brokers(TIGR)$ Hope all delisted[Grin]  

$Tiger Brokers(TIGR)$ 1st time fail, 2nd time fail, 3rd time fail...after multiple times will pass