Big GREEN day for Hang Seng Tech today closing up 2.8% driven by AI and stimulus optimism. $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $BABA-W(09988)$ +4.7% $BIDU-SW(09888)$ +4.2% $KUAISHOU-W(01024)$ +7.1% $Tencent Music(TME)$ +4.5% $BILIBILI-W(09626)$ +5.7% $NIO-SW(09866)$ +5.8% $XPENG-W(09868)$ +3.6%$ $LI AUTO-W(02015)$<

The Hang Seng CSI Shanghai-Hong Kong AH Smart Index ("SHHKSI") has outperformed the S&P 500 $S&P 500(.SPX)$ , Hang Seng Index $HSI(HSI)$ , and CSI 300 Index in the last 1yr and 2yrs. And it didn’t do that bad on a 5yr horizon returning 56% while the HSI and CSI300 were basically flat. Yet, hardly anyone knows about this. In order to reflect an arbitrage return from share class switches under the Shanghai-Hong Kong Stock Connect programme, i.e. switching between share classes based on the relative prices, SHHKSI is developed to reflect an investment strategy which iscomprised of the AH companies with dual listings of A-shares on Shanghai Stock Exchange ("SSE") and H-shares on Hong Kong Exchanges and

Whether $Alibaba(BABA)$ takes another 3-4 months to consolidate or just goes for it in this current move higher remains to be seen. Personally, it would be great to have a chance at sub-150. But this isn't a stock you want to ignore going into the next round of earnings results. They obliterated 1QFY26 EPS estimates, while showing the market the potential of cloud computing to bring the company into a new era of development/growth.Remember that the company plans to spend US$53 billion over three years to develop AI infrastructure. That lays the foundation for what is emerging as the biggest driver of growth. Throw into the mix heavy mainland Chinese investor participation via the #stockconnect (wasn't there a year ago), and things could get intere

1. $POP MART(09992)$ Pop Mart has had a spectacular run over the past 12 months. Technically looks very weak with the H&S breakdown. But fundamentally, at a fwd PEG ratio of about 0.1 times (based on 300% EPS growth in 2025), this does not seem overvalued. 2.Mainland investors post net inflow into Hong Kong for 3rd straight day via the StockConnect. $BABA-W(09988)$ posts first net inflow in 5 days (~US$20m). 3. $Sea Ltd(SE)$ Sea Limited now oversold and almost resting at the 200d moving average - a scenario which it has shown to have recovered strong in the past. For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up

Chinese investors pile back into Hong Kong stocks via the stockconnect today with US$2 billion in net inflows! $ZIJIN GOLD INTL(02259)$ tops the list with US$223m in inflows followed by $XIAOMI-W(01810)$ with US$136m. $BABA-W(09988)$ saw a 2nd straight day of net inflows worth US$98m. Bar chart titled Southbound Money Flow Data showing Net Turnover in HKD over dates 18/09, 26/09, 15/10. Green bars represent net inflow turnover with values up to 248, small red bars for net outflow around 8-10. Legend distinguishes net inflow and outflow turnover. Last updated 2025-10-16. $KraneShares CSI China Internet ETF(KWEB)$

Hong Kong markets tank on intensifying tit-for-tat trade measures between China and the US. Hang Seng Tech Index dropped 3.6% today to close well below the 6,130 support. We could see further downside of 4% to 9% in the coming days as short-term momentum turns bearish. A correction was always in the cards but it feels worse when you have to take into account the "why" of the selloff, which is ultimately the uncertainty resulting from the heightened trade tensions. $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $BABA-W(09988)$ $TENCENT(00700)$

You might wonder why the fear and greed index remains at neutral. There's no buying mania in stocks right now even as the $S&P 500(.SPX)$ reaches new highs. But there's massive call options buying as investors position themselves in case a melt-up occurs. Truth is, almost everyone is worried about the stock market falling in the next 6 to 18 months. That's nothing new. Valuations are stretched and we need to start seeing companies in the SPX start delivering on growth in earnings to justify what investors are paying for their shares today.Circular gauge dial with fear on left side ranging from 0 extreme fear to 25 fear, neutral section from 25 to 75 centered at 49 with pointer at neutral, greed on right from 75 to 100 extreme greed, For whom h

The AI frenzy adds another $100B in market cap overnight. What happened? A promise of future purchases that, in theory, could amount to a few hundred billion in revenue for $Advanced Micro Devices(AMD)$ .In return, OpenAI gets warrants potentially giving them a 10% max stake in AMD as long as share price and revenue milestones are achieved.I’ll make you rich if you make me rich.Welcome to the world of financial engineering. 🙃A stock chart for Advanced Micro Devices, Inc. displaying equity and semiconductor data. The chart shows a price of 164.67 USD at close on October 3, 2025, with a decline of 5.06, and a pre-market price of 223.94 USD on October 6, 2025, with a gain of 57.35. For whom haven't open CBA can know more from below:🏦 Open a CBA today

The gold-to-silver ratio is still above the historical range for the 21st century. This doesn’t mean #gold is going down. It could mean that #silver has that much more room to keep rising. $SPDR Gold Shares(GLD)$ $iShares Silver Trust(SLV)$ Image Just a breathtaking and relentless move up in #gold this year. Almost double the gain in 2024 and unless significant new supplies come online or recycled, this is heading higher. Normally, you’d have second thoughts after moves this big. But gold provides owners with benefits no stock, currency or bond can ever give. $Newmont Mining(NEM)$ $Alamos(AGI)$

Hang Seng Tech Index $HSTECH(HSTECH)$ closes well off the day’s lows, down just 0.9% making back more than half its intraday losses. This bull market in China tech is persistent! $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $BABA-W(09988)$ +1.1% to new 3Y highMorgan Stanley reports that international funds added 3.3% to their Alibaba holdings in Sept vs Aug. $JD-SW(09618)$ $BIDU-SW(09888)$ $PDD Holdings Inc(PDD)$

1. $S&P 500(.SPX)$ The S&P 500 falls 1.4% from all-time record highs in 3 days and we are back to NEUTRAL. Bear market over. This market is so cooked! 😂 Image2. $Alibaba(BABA)$ The start of the tsunami after the initial tidal wave.Image3. $Starbucks(SBUX)$ Not only is SBUX losing the China market, it’s also now trading at forward PE of 38X. This stale brew needs a big wake up call.Image4. $iShares Silver Trust(SLV)$ Silver just popped up a whisker shy of $46.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade

Catalysts everywhere🔥✅ $BABA-W(09988)$ +9.1% on #qwen3max & $NVIDIA(NVDA)$ news✅ $JD-SW(09618)$ +3.7% on news of end in food delivery price war✅ $NIO-SW(09866)$ +3.1% on strong L90 and ES8 orders; Citi upgrade✅ $HSTECH(HSTECH)$ +2.5% despite massive storm hitting HK and weak overnight markets in the US.ImageChina’s leading chipmaker $SMIC(00981)$ is up 400% in about a year. That’s 8X better than NVDA. It has a long way to go to catch up, but the trend is bullish and anyone who understands China’s long term approach to AI devel

This might just be the first time in a long time that $Alibaba(BABA)$ hit a 52-week high without having reached an all-time-low over the past 52 weeks.Fly BABA, fly! CONGRATS TO ALL LONGS AND, YES, BA-BAGHOLDERS TOO! A stock chart for Alibaba Group Holding Limited. The chart shows a price of 156.22 USD with a gain of +12.29 (+8.54%) as of September 1, 2025, at 1:22 PM EDT. The chart includes a green upward trend line and time markers from 5 AM to 11 AM. Text labels indicate "Equity Internet Retail" and market open status. $Roundhill China Dragons ETF(DRAG)$ vs $Roundhill Magnificent Seven ETF(MAGS)$ Enough said. $Alibaba(BAB