📈 HSI Surpasses 26,000! NetEase ATH, 11 Stocks Doubled – Still Have Chance? The Hang Seng Index (HSI) has finally done what few thought possible just a year ago: break 26,000, its highest level in four years. The rally isn’t just index-level strength — it’s a broad-based surge, with 11 HSI constituents doubling in value so far in 2025. At the front of the pack, Tencent (0700.HK) closed at HK$633, its highest in three years, while NetEase (NTES.US) just printed a fresh U.S.-listed record high at $145. Consumer names and financials are joining the party too — Pop Mart (+222.8%), Sino Biopharm (+181.9%), and Chow Tai Fook (+146.4%) highlight how wide the rally has spread. The question buzzing across trading floors (and Tiger’s community): is this momentum just getting started, or are we danci

The Hang Seng Index (HSI) has smashed through 26,000 points to 26,150.73, hitting a 4-year high, fueled by a China market resurgence. Tencent closed at HK$633, a 3-year peak with a 51.67% YTD gain, while NetEase (NTES) U.S. shares hit $145, an all-time high with a 38% surge. Standouts include Xiaomi up 62.90%, China Life Insurance up 58.79%, HSBC up 41.67%, Pop Mart up 222.80%, Sino Biopharmaceutical up 181.97%, and Chow Tai Fook Jewellery up 146.39%, with 11 HSI constituents doubling this year. The S&P 500 sits at 6,520.34, Nasdaq at 21,950, and Bitcoin at $123,456, with the VIX at 14.10 and oil at $74.50/barrel amid tariff talks. Posts found on X cheer “China bull run” but flag “overheating risks.” Are you bullish on this record rally? Beyond Alibaba and Tencent, which tech stocks ca

Economic Calendar: Key Market Movers (week of 18Aug25) Public Holidays There are no public holidays in China, Singapore, the United States, or Hong Kong. Observations Federal Reserve Chairman Jerome Powell's Speech: On Friday, Fed Chair Powell is scheduled to speak. His comments may provide insights into the Federal Reserve's future monetary policy decisions, particularly regarding interest rates, based on recent data on unemployment, inflation, and GDP. FOMC Meeting Minutes: The Federal Open Market Committee (FOMC) will release the minutes from its most recent meeting this week. This document offers a detailed look into the committee's discussions and could signal the potential direction for interest rates. Economic Indicators: The Philadelphia Fed Manufacturing Index is forecast at 5.9,

$HSI(HSI)$ The Hang Seng Index (HSI) has reclaimed a level it has not seen since 2021, breaking through the 26,000-point barrier and marking a decisive four-year high. For a market that had been written off by many global investors as “uninvestable,” the rally signals a dramatic shift in sentiment. Not only has the index as a whole gained momentum, but individual constituents are delivering staggering returns. Eleven Hang Seng Index stocks have doubled in value this year, and several blue-chip giants have reclaimed multi-year highs. Tencent closed at HK$633, its strongest level in three years, while NetEase’s U.S.-listed shares reached $145, an all-time record. With China’s tech, consumer, and financial sectors driving the rally, investors are aski

The Shanghai Composite Index has roared to a 10-year high of 3,825.76, up 22.7% from its April 7 low of 3,040.69, signaling a potential bull market revival as of August 27, 2025. Yet, the chatter isn’t all bullish—chat groups and forums buzz with debates on whether to cash out, fearing a peak after this surge. The WeChat Index for “bull market” sentiment sits at 65, a modest rise from 50 in April, still lagging last year’s September 24 peak of 85, suggesting cautious optimism rather than euphoria. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, global markets shine, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel introduce volatility. The VIX at 14.12 reflects calm, but China’s rally, fueled by AI tech and policy support, raises the

$Bilibili Inc.(BILI)$ $Baidu, Inc.(BAIDF)$ $Alibaba(BABA)$ 🤖🦾 Tiger AI spotlight creates the setup I’m excited that Tiger AI flagged Bilibili ($BILI) as the top China stock to watch, and I’ve validated that call with a deep dive across fundamentals, sentiment, and technicals. On 16Aug25, BILI closed at $24.85, up 4.32% on 3.31M shares. Over the past year it has surged nearly 79%, confirming long-term momentum heading into earnings on 21Aug25. 💡 Earnings catalyst: ±10% volatility fuse on 21Aug25 I think the earnings event will be pivotal. Bilibili reports Q2 on 21Aug25 before market open, with its call at 8:00 a.m. ET. Last quarter, revenue was ¥7B (–9.45% QoQ, +

The Shanghai Composite Index has soared to 3,868.38, its highest level in nearly a decade, marking a 35.79% year-on-year gain and a 7.52% monthly rise as of August 26, 2025. Yet, sentiment remains subdued, with WeChat search trends for "bull market" at just 30% of last year's September 24 peak, and chat groups abuzz with debates on cashing out amid fears the run might stall. With the S&P 500 at 6,466.58 and Bitcoin at $109,887, the contrast is stark, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel add caution. The VIX at 14.49 suggests calm, but the index's RSI at 62 hints at overbought conditions. Do you hold Chinese assets? With long-term undervaluation (market cap-to-GDP at 60% vs. U.S. 190%), is this the time to buy into China? This deep dive explores the par

The Shanghai Composite Index has hit a nearly 10-year high. You would think everyone would be shouting "the bull market is back," right? But instead, many chat groups are discussing whether it is time to cash out now that a new high has been reached, worried the bull run might be ending. I find this cautious sentiment interesting, especially given the current market dynamics. Despite the uncertainty, I remain bullish for Chinese assets, believing there is still potential for growth. Looking at the WeChat Index search trend for "bull market," sentiment is only just starting compared to last year's September 24 levels. This suggests to me that the market enthusiasm might not yet be at its peak, which could indicate room for further upward movement. I see this as a positive sign, reinforcing

In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight.According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market.So far this y

The Shanghai Composite Index has surged to a near 10-year high of 3,766 points on August 20, 2025, up 1.04% from the prior session and boasting a 31.84% year-on-year gain, signaling a potential bull market revival. Yet, the mood is far from euphoric—WeChat Index trends for “bull market” show sentiment lagging behind last year’s September 24 peak, with chatter groups buzzing about cashing out amid fears the run might stall. With the S&P 500 at 6,466.58, Bitcoin at $115,000, and oil at $75/barrel amid 30-35% tariffs, China’s rally stands out, though the VIX at 14.49 hints at underlying caution. Is this a golden opportunity to double down on undervalued Chinese assets, or a warning to lock in profits? This deep dive explores the drivers, sentiment shifts, and strategies to navigate this h

In recent days, China’s A-share market has ignited a long-awaited rally—Shanghai’s benchmark index broke through a ten-year high, and the total market capitalization of A-shares surpassed the landmark ¥100 trillion for the first time. This wave of momentum has drawn fresh attention to “China assets,” especially the potential of its technology sector.Over the past decade, when people think of the world’s most influential tech companies, their minds go straight to Wall Street’s “Big Tech Seven”: $Apple(AAPL)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $NVIDIA(NVDA)$

The Hang Seng Index has reached 26,000 points, marking a 4-year high. $TENCENT(00700)$ closed at HK$633, hitting a 3-year high, while $NetEase(NTES)$ climbed to $145, a record high.Boosted by the rise of AI large models, the gaming industry is being revalued. With cost reduction and efficiency gains, future games are expected to become more sophisticated—and even more effective at driving in-game spending.Among Hang Seng Index constituents: $XIAOMI-W(01810)$ is up 62.90%, $CHINA LIFE(02628)$ is up 58.79%, $TENCENT(00700)$ is up 51.67%,

I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, Tiger Key Highlights ◼ Last week, growing expectations of a Fed rate cut continued to drive global capital markets higher, with notable gains in non-U.S. equities and U.S. small caps. The Nikkei 225, Russell 2000, as well as the CSI 300 and Hang Seng Index all posted weekly gains of more than 2%. By contrast, previously overheated U.S. large-cap tech stocks entered a consolidation phase, leaving the Nasdaq and S&P 500 slightly lagging. Overall, market sentiment remains strong. ◼ Recently, U.S. July PPI unexpectedly surged to its highest level in nearly three years, far exceeding both forecasts and the previous reading, seemingly challenging the rate-cut narrative suggested by CPI. However, the PPI data is not

The Shanghai Composite Index has indeed surged to a 10-year high, closing around 3,728 points, a level last seen in August 2015 . This rally has been fueled by strong buying momentum from both institutional and retail investors, as bond yields remain low and deposit rates have declined . Despite this impressive uptick, investor sentiment—as reflected by WeChat Index searches for "bull market"—appears to be only just beginning to recover, lagging noticeably behind levels seen after the market surge of September 2024 (specifically following the stimulus wave around September 24) . In short, while the market is technically bullish, social sentiment has not yet fully caught up. --- Chinese Market Outlook: Is It Time to Buy? Macro and Sentiment Landscape Policy Support & Government Anchorin