I've been covering China's markets since 1999. I was fortunate to witness and participate in the best years as China broke out of its shell and transformed almost overnight into a manufacturing powerhouse. It was a great time to invest. A country that was producing exponentially more and more each year, while its people were also consuming more and more each year. Of everything. The past decade or so has been like a pupal stage of development and transformation. It looked ugly. It took time - more than many were willing to wait around for. And it's been very difficult to clearly see what was happening within the cocoon. China is now breaking out of that cocoon. It's emerging as something totally different from the China we knew in 2016. Today, I see another investment renaissance in China'

$BYD Co., Ltd.(BYDDF)$ $BYD COMPANY(01211)$ ’s January production, sales, and export figures. Total sales down 30% but exports boom 51%. Expect renewed NEV industry support policies to reinvigorate domestic demand. Plus, NEV battery & energy storage installations grew 30% YoY. BYD’s January domestic NEV sales drop 30% coming off a high base as the market takes a breather. But the real story is in exports where BYD shipped 100k units, up 51% YoY. The company is seeing demand boom in emerging markets. BYD sells 210,051 NEVs in Jan, down 30.11% year-on-year $NIO Inc.(NIO)$ $NIO-SW(09866)$ China deliveries DOUBLE on st

$BABA-W(09988)$ sees first net inflow in 6 days from mainland investors via the StockConnect with US$42m in net buying. Company gets conditional approval to purchase $NVIDIA(NVDA)$ H200 chips; Rumored to eyes US$68B in spending on AI & cloud computing in the next 3 yrs. Alibaba Parallel Processing Units (PPU) shipments hit hundreds of thousands according to the company as it pushes Cloud+AI+Chip strategy. Fully integrated. This adds a unique and growing facet to the company's business as China pushes for AI dominance. t area. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

Instead of warning other countries about entering into trade deals with China, the best thing President Trump can do is to strike the biggest trade deal with China when he visits Beijing this April. There’s no leverage to be gained by these warnings especially when countries like Canada and the UK ignore them. It just tells Beijing that the US has no leverage. If $Apple(AAPL)$ has proven anything it’s that US companies are more than welcome in China as long as they sell Chinese consumers and companies things they need and want. We keep hearing how China is screwing over the US on trade. But the reality is that China is the source of 7% of the $S&P 500(.SPX)$ companies’ revenues. A whopping $1.2 trilli

Short interest in $Li Auto(LI)$ now approaching 10%. The company makes a formidable lineup of NEVs including the L9 luxury SUV under the Extended Range Electric Vehicle (EREV) platform. Currently experiencing some difficulties in China where competition is intense af. But with Canada opening its doors to China EVs, and more countries to follow, Li could join other CN automakers in an export-led auto boom in 2026 and beyond. Company needs to show a return to profitability by 2Q/3Q. Possible short-squeeze candidate? For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉

China vastly outperformed US markets in 2025 even with weaker earnings growth. That was largely attributable to massive valuation disparity that needed to narrow. The next couple of years will be about growth driven by semis, AI, cloud, automation, robotics, and the energy needed to bring these towards mass adoption.With the kind of earnings growth acceleration expected in the table below, China will likely outperform again in 2026/27. Are you prepared? $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $Alibaba(BABA)$

$Alibaba(BABA)$ $BABA-W(09988)$ is showing some real strength after the breakout from its bullish pattern. Not yet overbought. Strong buying returned in the StockConnect for shares of Alibaba as mainland investors purchased a net US$137m worth today after the stock broke out convincingly overnight in the US. If you don’t own Chinese stocks, you’re not a serious investor.Diversification isn’t just about owning different sectors. It’s also about owning different countries. And you want to be exposed to countries that are growing the fastest, regardless of geopolitics. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$

Horrible technicals for $Sea Ltd(SE)$ after November's break below the trendline, a death cross in December, and then rejected at the 147 resistance where the 200d MA can be found. Only a big move above 155 could start to turn things around. It's a great company but the messaging by its CEO is 💩. Hope they can do better in the next qtr results briefing. As I said last week：Almost textbook move in SE. As I mentioned previously, the move to the 147 neckline (resistance) is expected. And with the stock just below the 200d MA, this could be the end of its spirited rally for now unless something happens that allows it to rally and close above 160 in the coming days. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up

1. $Sea Ltd(SE)$ Almost textbook move in SE. As I mentioned previously, the move to the 147 neckline (resistance) is expected. And with the stock just below the 200d MA, this could be the end of its spirited rally for now unless something happens that allows it to rally and close above 160 in the coming days. 2. $Alibaba(BABA)$ $BABA-W(09988)$ Despite the online platform regulatory news dousing sentiment, Alibaba $BABA still managed to see US$15.5m in net inflows today from mainland investors via the #StockConnect. Overall appetite for HK stocks remained buoyant with US$1.15B in net inflows today, the 2nd highest in the past 30 days. For SG users only, Welcome to

1. $BIDU-SW(09888)$ Baidu’s $BIDU massive 15% pop on the first day of 2026 could be the harbinger of great things to come. Investors are loving the move to list the company’s Kunlunxin AI chip arm in Hong Kong where it will likely get tremendous support and investor interest. ADR closed 1.7% higher than the HK shares. If we get a continuation of this on Monday in Asia, this technical breakout will solidify. Volume was insane today. 2. $BABA-W(09988)$ Alibaba $BABA just made its move. That’s the 3rd breakout from a bullish ▶️ formation in the past year. Past two breakouts preceded 70% gains on average. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000

The Hang Seng Tech Index $HSI(HSI)$ jumped 23.5% in 2025. Yet it still trades at about 19X PE as reflected in $KraneShares Hang Seng TECH Index ETF(KTEC)$ That compares with 34X for the Nasdaq $Invesco QQQ(QQQ)$ . Even if the Hang Seng Tech Index manages to close 50% of that ridiculous valuation gap, it means a 40% upside.And with so much money pouring into Hong Kong from both the mainland (Stock Connect) and overseas looking to get in on the hottest IPOs, money will naturally find its way to where there is value to be found. NFA $KraneShares CSI China Internet ETF(KWEB)$ $Alibaba(BAB

To all those calling the end of China's NEV growth, take a good look at this chart.Less than 10% of the total number of cars on China's roads are classified as New Energy Vehicles (NEVs).If China were to announce a ban on new ICE vehicles from the market, NEV sales would nearly double overnight.And if it were to announce an outright ban on ICE vehicles in the country, well, you get the picture.Not saying they will do that. But if China wanted to boost economic growth, this would certainly be an option.Yes, China's NEV sales are slowing after years of torrid growth. But it's merely taking a breather. $BYD Co., Ltd.(BYDDF)$ $XPeng Inc.(XPEV)$ $Geely Automobile Holdin

Still one of the cheapest major global markets, China's total market capitalization relative to its GDP is just half that of India, and 1/3rd that of Japan.China achieved a stock market capitalization-to-GDP ratio of over 100% only once. If it were to do that again, it would mean adding US$5 trillion of wealth to its nation. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $iShares MSCI China ETF(MCHI)$ $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $iShares China Large-Cap ETF(FXI)$ $iShares MSCI China A ETF(CNYA)$ For SG users only, Welcome to open a CBA today and e

The reason silver miners are no longer outperforming silver itself recently is because of the perception that the current spike will not last long enough for miners to take advantage since it takes years to ramp up production or build a new mine. We will need to see sustained higher silver prices before these miners see another re-rating upwards. If silver is able to maintain 70 in 1Q26, it will likely trigger another big rally in silver miners.Owning shares of silver ETFs like $Sprott Physical Silver Trust(PSLV)$ may seem like a lazy and conservative way to gain exposure to the metal. But it proves its worth at times when shares of silver miners and streamers seem to have hit a wall after rallying ahead of silver prices. Today is a perfect exampl

$Tesla Motors(TSLA)$ ’s annual free cash flow. This saw a big surge in TTM as of 3Q25 to $6.8B. But at 235X P/FCF, it needs to grow FCF by 50% per year for the next five years to be even close to reasonably valued (ie 30X P/FCF).A lot of this hinges on the execution of Elon’s Robotaxi vision. “We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla,” said Wedbush analyst Dan Ives.While it’s not clear what “a $1 trillion opportunity” means exactly, Tesla cannot afford any mistakes in order to justify its current stratospheric valuations. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.