Long China For Now? Join the Party or Not?

Chinese concept stocks in the U.S. saw widespread gains, influenced by positive policies. Are undervalued Hong Kong stocks finally seeing their chance to rise? How long can this rally last? Have your Chinese stocks returned to profit?

avatarHKEX_Comments
09-27 20:51

Weekly | Mega Rally Propels HSI Past the 20,000 Barrier!

This week, a barrage of monumental boosts shook up the Hong Kong stock market, with the $HSI(HSI)$ rocketing 13% and soaring past the 20,000-point milestone!On the news front, Tuesday witnessed a press conference hosted by the State Council Information Office, where Governor of the People's Bank of China unveiled three game-changing policies: 1.Cuts in both the required reserve ratio and policy interest rates, driving down market benchmark rates. 2.Reductions in existing mortgage rates and lowering the minimum down payment for second homes. 3.Establishment of a ¥500 billion swap facility for securities, funds, and insurance companies, alongside a ¥300 billion special re-lending program for share repurchases and increased holdings.Thursday then brou
Weekly | Mega Rally Propels HSI Past the 20,000 Barrier!
avatarMrzorro
09-27 20:07
Option Traders Turn Most Positive on China Assets After Politburo Supercharges Stimulus Investors are ramping up their bets on a recovery in Chinese shares, eagerly snapping up bullish options on U.S.-traded securities following China’s central bank announcement of a massive stimulus package. Shares surged in Asia trading after the People’s Bank of China and other financial officials unveiled measures aimed at bolstering the real estate sector and the broader economy. Those gains carried over to the U.S. market, with exchange-traded funds tracking large-cap and internet stocks both up more than 7% and 11%, respectively. American depositary receipts of $Pinduoduo Inc.(PDD)$   jumped as much as 13.57%, while
Considering the Chinese market's volatility and current economic conditions, it's essential to weigh your options carefully. The Chinese government's efforts to stimulate the economy, such as cutting the reserve requirement ratio and tax rates, may not be enough to turn things around . China's economy is facing significant challenges, including a slowdown and unprecedented debt buildup. It's crucial to understand that shorting the Chinese market comes with risks. The Chinese government may implement policies to stabilize the economy, and the market can be unpredictable. Alternatively, some experts believe that China's equity markets are transitioning from beta-driven to alpha-rich, making it an attractive opportunity for long/short investing . This approach involves taking long positions i
avatar2024贏
10:25
no
25000
avatarTiger_comments
09-26 20:49

Chase Rally After a 10x Increase or Buy Undervalued Assets?

$Micron Technology(MU)$’s earnings report far exceeded expectations, with fourth-quarter revenue growing 93% year-over-year. Management attributed the strong growth to the robust demand for AI, which drove significant growth in their data center DRAM products and industry-leading HBM chips. This earnings report undoubtedly reassures those who have been skeptical about AI over the past two months. Nvidia's stock rose 2% pre-market, and SOXL surged 10%.Will this rebound push Nvidia back to $140 or even higher? Market opinions are divided. However, the most important aspect of investing is to follow your own beliefs and style. Many people are hesitant to chase Nvidia's rise, feeling that it’s too expensive, given that Nvidia has already increased tenfo
Chase Rally After a 10x Increase or Buy Undervalued Assets?
$Long China for now$
avatarDavidSG
02:31
Good, time for the patient and fearless. 
Congratulations to Heng Seng. Yeah interested rate for US drop and now is back to HK and China stock market
avatarkoolgal
09-27 07:43

JD.com is my best performing Chinese stock

🌟🌟🌟The Chinese stocks staged an incredible comeback this week as the positive impact of a blitz of stimulus from the Chinese authorities unleashed a wave of bullish optimism in the markets.  Coupled with the recent Feds interest rate cut, this is an exciting time to be invested in the Chinese markets. My Top best performing Chinese  stock is  $JD.com(JD)$  I am currently up 31% in just a short interval of 1 month when I was attracted to JD. com due to its Q2 24 earnings report beating market expectations!  JD.com's share price is up 14.3% on Thursday and in the past 5 days it has jumped by 31.7%.  It is now up 39% year todate and in 2023, JD.com has risen 30%. JD.com's 2nd quarter profit r
JD.com is my best performing Chinese stock
avatarSPOT_ON
09-26 16:36

CAPITALAND CHINA TRUST BEST PROXY FOR CHINA RECOVERY

$CapLand China T(AU8U.SI)$   8% DIVIDEND YIELD!!! CLCT is the largest China-focused REIT in Singapore. It has three pillars for delivering sustainable returns: create, unlock and extract value. “We actively drive organic growth through asset enhancement initiatives (AEI), optimise our portfolio and use the proceeds to enhance our balance sheet as we look for new opportunities to strengthen the portfolio.” There are a lot of efforts on the ground to sieve out deals with good entry value that enable us to reap the benefits of a resilient, diversified and quality portfolio CapitaLand had completed a merger with Ascendas-Singbridge (ASB) in 2019. CapitaLand and ASB have been in China since 1994, developing diff
CAPITALAND CHINA TRUST BEST PROXY FOR CHINA RECOVERY
avatarHyungjun88
09-27 19:40
I have long the market in January this year when China pledged to support the market. Depending on which stock we go in, I am seeing returns from 30 to 50%. Despite market news saying it is companies covering their shorts, I am just gonna ignore the noise and stay in the market.
avatarRyan_Z0528
09-25 19:34

Chinese Warren Buffett-MR.Duan, Bottom-fished Tencent & PDD Again!!

Chinese stocks surged since Tuesday, stimulated by China's three major favorable policies. $HSI(HSI)$ $HSTECH(HSTECH)$ $Direxion Daily FTSE China Bull 3X Shares(YINN)$ $KraneShares CSI China Internet ETF(KWEB)$ The two trades of Duan Yongping, the so called Chinese Buffett, in August were once again praised by the market.Duan Yongping and BuffettOn August 20, Duan Yongping publicly released a trade in one Chinese investment community: On August 14, after the earnings release of $TENCENT(00700)$ $Tencent - main 2409(TCHmain)$
Chinese Warren Buffett-MR.Duan, Bottom-fished Tencent & PDD Again!!
avatarnomadic_m
09-27 17:28
Past performance isn't predictive. Top-performing stocks can correct, and declining stocks can rebound. Research, diversify, and set clear goals to navigate market uncertainty.
avatarUniqueVic
09-27 18:18

Happy 59th Birthday Singapore!

Find out more here: Happy 59th Birthday Singapore! Join us to receive up to USD 1006 rewards
Happy 59th Birthday Singapore!
avatarBlazekai
09-27 13:41
Long overdue bounce. Managed to catch the breakout and got some nice returns for the week
avatarSpiders
09-26 22:58
I currently do not hold any China or Hong Kong stocks in my portfolio. At this point, my investments are solely in US stocks, mainly because my capital is limited, and I prefer to concentrate on one market for now. By focusing on US stocks, I can streamline my research, stay informed about market trends, and make more confident investment decisions without spreading myself too thin. In the future, I plan to diversify by investing in other markets. My next target is likely to be Singapore stocks, given their relatively stable growth and the familiarity I have with the local economy. Following that, I may explore opportunities in China and Hong Kong, as I do believe there are many undervalued companies in those markets with significant potential for long-term growth. However, I am aware
avatarTigerEvents
09-25 17:30

🚀Massive Rebound! Chinese Stocks Are Soaring – How Much Did You Make?

On September 24, Hong Kong’s stock market saw a major boost, with all three major indexes surging after Beijing announced a flurry of measures aimed at reviving the housing market after a prolonged downturn. the Hang Seng Index jumped 4.13% to 19,000 points, the Hang Seng Tech Index soared 5.88%, and the China Enterprises Index gained 5.09% on Tuesday.In the Hong Kong market, tech stocks performed exceptionally well. $BABA-W(09988)$ rose more than 6%, and $TENCENT(00700)$ climbed nearly 4% on Tuesday. Property stocks exploded, with $SUNAC(01918)$ rising 13%. Financial stocks also rallied, with brokers, insurers, and banks all posting gains.
🚀Massive Rebound! Chinese Stocks Are Soaring – How Much Did You Make?
avatarjayc
09-27 13:01
China's state-holding enterprises' profit dropped by 1.3% y/y to 1.5 trillion yuan. Joint-equity's profit down by 1.3% to 3.4 trillion yuan. Foreign ventures+HK+MO+TW rise 6.9% to 1.2 trillion yuan. Private enterprises +2.6% to 1.2 trillion yuan. From January to Aug, the profit in China's mining sector fell by 9.2% y/y(narrowed) to 0.81 trillion yuan. The manufacturing sector rose by 1.1%(narrowed) y/y 3.3 tln yuan. The electricity, heating, gas, and water supply sector +14.7% (narrowed) to 542.7 billion yuan.
avatarDwayne Sheng
09-26 23:06
Been slowly DCA-ing into $KraneShares CSI China Internet ETF(KWEB)$   for awhile now because I truly believe that it's just a matter of time before it bounces back with the Chinese being the world's 2nd strongest economic powerhouse. Too bad I don't have enough "bullet" [Cry]   else would have loved to invest more . Anyway, this spike is probably due to market sentiment after the easing strategies by the Chinese government so rushing in now due to FOMO might be a bit unwise, just my 2 cents....Will continue to stay invested in this ETF by the way, in it for the long run [Miser]