On December 16th, former President Donald Trump spoke about the potential for US-China cooperation during a press conference at Mar-a-Lago in Florida. He stated, "China and the US can solve all the world's problems together. Think about it; it's important," emphasizing the significance of collaboration between the two global powers. Market Reaction: Following these remarks, both Hong Kong and Chinese stocks experienced modest gains. The response reflected optimism among some market participants about the possibility of improved US-China relations, which historically have had a significant influence on the performance of Chinese equities. However, the gains were relatively limited, underscoring a cautious attitude among investors. My Perspective: Despite the positive tone of these statement

The recent statement by President Trump on December 16, 2024, highlighting the potential for U.S.-China collaboration to address global challenges, has injected a wave of optimism into Chinese markets. His assertion that "China and the US can solve all the world's problems together" has been interpreted as a signal of improved bilateral relations, which could have significant economic implications. Assessing the Potential for a Bullish New Year Rally The prospect of enhanced U.S.-China cooperation could serve as a catalyst for a bullish rally in Chinese equities as we approach the New Year. Several factors support this optimistic outlook: Improved Trade Relations: A thaw in U.S.-China tensions may lead to the easing of tariffs and trade barriers, benefiting Chinese exporters and multinatio

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$SSE Comp(000001.SH)$ China's currency is constraining stimulus Chinese equities are attracting attention after officials announced plans to adopt a "moderately loose" monetary policy and a "more proactive" fiscal stimulus approach. The Shanghai Stock Exchange Composite Index (000001.SS) has risen in response. This shift in China's economic policy comes just before the return of U.S. President-elect Donald Trump to the White House. Investors who are doubtful about China's stimulus efforts are expected to gain more insight this week, as officials are set to unveil more detailed policies during the country's annual Central Economic Work Conference, starting tomorrow, Wednesday. The potential for effective Chinese stimulus as "limited." what thi

China's Policy Shift: How Singapore Investors Can Capitalize on Chinese Concept Stocks？ China's latest monetary and fiscal policy shift towards "moderate easing" marks the first relaxation since 2011. This strategic change is expected to reshape market dynamics, potentially boosting the performance of Chinese concept ETFs in Singapore and global markets.  Strategic Shifts in China's Monetary and Fiscal Policies for 2024 The Political Bureau of the CPC Central Committee unveiled a shift in China's monetary approach, adopting a "moderately accommodative" policy for the upcoming year. This strategic pivot, the first easing since 2011, was complemented by introducing "unconventional" counter-cyclical adjustments, indicating a significant departure from prior policies. The meeting also her

China ETFs and ADRs Rally Premarket As China Announces First Monetary Policy Shift Since 2010 to Spur GrowthChina will adopt an "appropriately loose" monetary policy next year as part of steps to support economic growth, state media reported on Monday citing a Politburo meeting, marking the first such shift towards loosening since 2010.China will implement a more proactive fiscal policy and step up "unconventional" counter-cyclical adjustments, Xinhua reported, citing the Politburo."A more proactive fiscal policy and an appropriately loose monetary policy should be implemented, enhancing and refining the policy toolkit, strengthening extraordinary counter-cyclical adjustments," it said.The new wording for the monetary policy

East Asia 【 $CSOP SEA TECH ETF S$(SQQ.SI)$ $CSOP SEA TECH ETF US$(SQU.SI)$ 】YTD Return: +30.60% • Sea Ltd's stock outperformed in 2H, rising 59% from mid-year to 29 Nov due to strong 3Q revenue and earnings, easing concerns over margin pressure from increased competition in Southeast Asia. • Amid potentially higher US tariffs on Chinese goods, this may benefit e-commerce in Southeast Asia. • JPM notes that since 2019, ASEAN's TMT sectors have consistently provided appealing trading opportunities, with at least one stock surpassing MSCI EM by 30pp annually, with Sea Ltd and Grab leading in 2024. Looking into 2025, the main catalysts for Sea and Grab's stock prices will be network effects contributing

China Will Adopt a "Moderately Accommodative" Monetary Policy in the Next Year, The First Shift to Easing Since 2011 The Political Bureau of the CPC Central Committee, which mysteriously did not issue a meeting statement in November, issued a post-meeting report for the December meeting on Monday (9th). The opening remarks of the meeting continued to affirm the achievements of the Chinese government throughout the year. Notably, the outlook for the economy in the upcoming year exceeded market expectations, with policy statements being more positive than they have been in the past decade. In the late trading session, Hong Kong stocks saw a significant surge, with $HSI(HSI)$   closing up 2.76% on increased vol

The Chinese economy has captured the world's attention once again, as the government recently announced a comprehensive set of stimulus measures aimed at reigniting growth. With a combination of monetary easing, fiscal spending, and policy shifts, the question on every investor’s mind is clear: Is this the beginning of a Chinese bull market, and should you jump in? Decoding the Stimulus Measures On December 10, 2024, China unveiled its most ambitious economic package in recent years. Key highlights include: Monetary Policy Adjustments: The People’s Bank of China (PBOC) has pledged to adopt a "moderately loose" stance, reducing key interest rates and lowering the reserve requirement ratio (RRR) for banks. These steps aim to improve liquidity in the financial system and support credit growth

Chinese Assets Year-End Showdown! How much more potential? Chinese assets are once again capturing the attention of global investors, especially after the frenzied "bull market" in October, leading many to speculate whether another upward surge is on the cards for this year. On Monday, the Chinese government released the post-meeting report from the Politburo meeting, which offered an outlook for the coming year's economic prospects that exceeded market expectations. The policy statements were notably more optimistic than they have been in a decade. After 14 years, the "moderately loose" monetary policy is introduced again. How powerful is it? This phrase was last used following the 2008 financial crisis and adjusted to "stable" in 2010. Its return signifies a shift towards a more proactiv

Many Chinese concept stocks $Direxion Daily FTSE China Bull 3X Shares(YINN)$ $Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ soared yesterday as China pledged to adopt "more proactive fiscal policies and moderately loose monetary policies" in 2025, signaling potential interest rate cuts and a shift away from the "prudent" strategy upheld for 14 years.Read more>>My Winning Chinese Stock - Tiger Brokers by @koolgal China's Asset Surge! How to Bet on the Downside with Options? </

China's financial markets are buzzing with optimism following the Politburo's announcement of a "moderately loose" monetary policy for 2025. This marks a significant shift in strategy, the first since 2011, aimed at reinvigorating economic growth. China’s Policy Shift: The Context The Politburo's move reflects China's focus on boosting domestic consumption and stabilizing key industries, including technology, manufacturing, and property. This pivot is expected to attract global capital inflows and spark a rally in Chinese equities. A shift in monetary policy of this magnitude could be the catalyst for a sustained bull market. Why the Market is Optimistic Policy Easing: China's economic stimulus package, combined with reduced reserve requirements for banks, is likely to enhance liquidity. G

Recently, China stocks have seen a general rise, fueled by the announcement of a shift in monetary policy. The government signaled a move toward a "moderately loose" strategy for 2025, a departure from its previous tighter fiscal and monetary approaches. However, despite this positive sentiment, I remain cautious about investing in China stocks. While I don't currently own any China stocks, several factors shape my decision to take a wait-and-see approach: Policy Execution and Impact: Policy announcements are one thing, but their execution and tangible outcomes are another. In the past, China economic initiatives have faced challenges due to bureaucratic hurdles, uneven implementation, or global macroeconomic headwinds. I prefer to see concrete signs of the policy's success before committi

Year to Date Performers At this time of the year, it is always a good time to reflect on the performance of the US market. With 19 days left in 2024 the $.SPX(.SPX)$ is up 27.6 YTD while the NASDAQ is up 33.5% with later breaching 20000 this morning closing at a record high of 20035. The five best performing stocks in the S&P 500 are $Palantir Technologies Inc.(PLTR)$ (+322%), $Vistra Energy Corp.(VST)$ (+279%), $NVIDIA Corp(NVDA)$ (+181%), $Axon Enterprise, Inc.(AXON)$ (+148%) and $GE Vernova Inc.(GEV)$ (+140). Another measure is to