China Assets Back to Street! After HSI Breaks 25000, Ride or Run?

China assets are surging, with Heng Sang Index passing 25000. Are China Assets Set to Soar or Sink? Do you hold China assets?

avatarTiger_Academy
2025-08-15

CN Assets Pick|02:Why Is Smart Money Buying the Dip in Chinese Assets?

Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil
CN Assets Pick|02:Why Is Smart Money Buying the Dip in Chinese Assets?
avatarSpiders
2025-07-28

China Assets Back to Street! After HSI Breaks 25000, Ride or Run?

The Hang Seng Index (HSI) recently surged past the 25,000 mark, reigniting investor interest and bringing China assets back into the spotlight. HSI (HSI) Yes, China Assets Are Rising… But I’m Still Watching from the Sidelines Let me start by saying: I don’t currently own any China-related assets, and at this point, I don’t plan to buy any either. This isn’t because I doubt the long-term potential of Chinese companies—many of them are highly innovative, resilient, and offer real growth stories. The hesitation comes from a few very practical, personal reasons. 1. I Struggle to Buy When Prices Have Already Jumped Like many investors, I try to follow the classic wisdom of “buy low, sell high.” With the HSI rallying sharply and many individual China stocks surging off their lows, I find myself
China Assets Back to Street! After HSI Breaks 25000, Ride or Run?