$TENCENT(00700)$ Our latest market data shows foreign financial institutions are loading up China's Tencent shares at an unprecedented pace. There is lots of room for growth at Tencent.
$BABA-W(09988)$ The economy of China is never a good reflection of the stock market. Monetary policies are. PBOC wants a bull market by end of the year. China markets will deliver under PBOC monetary policies.
$BABA-W(09988)$ We strongly recommend investors to take profit from this recent bull run. Our latest data does not bode well. Institutions are unloading at the current levels.
$JPMorgan Chase(JPM)$ JPMorgan Analyst Cautions Investors Date: August 3, 2023 In a comprehensive analysis of the ever-evolving AI industry, financial powerhouse JPMorgan Chase & Co. has issued a warning to investors regarding the potential impact on NVIDIA Corporation's (NASDAQ: NVDA) share price. NVIDIA, renowned for its groundbreaking innovations in graphics processing units (GPUs) and AI technology, may face headwinds due to emerging trends in the AI sector, according to the report released today. JPMorgan's expert analysts have highlighted a few key factors that could potentially affect NVIDIA's performance in the coming months. One of the primary concerns raised is the intensified competition within the AI chip market. As the deman
$Alibaba(09988)$ Alibaba Group (BABA) has made a strategic move in its latest earnings report that adds a compelling edge to its attractiveness as a stock pick. The announcement of paying dividends to shareholders and initiating a shares buyback program signals a strong commitment to shareholder value and financial well-being. Dividends Reflect Financial Health: Alibaba's decision to pay dividends is a testament to the company's robust financial health. It indicates a positive cash flow, steady earnings, and confidence in future profitability. For investors seeking reliable returns, dividend payments add a layer of stability to their investment portfolio. Share Buyback as a Confidence Boost: The initiation of a shares buyback program i
$NVIDIA Corp(NVDA)$ Our latest market data from Bloomberg Terminal shows that financial institutions, government pension funds and hedge funds are selling US equities and moving into China equities today.
$SMIC(00981)$ Why buy SMIC? Very simple. China Government wants China to be 50% self reliance on semiconductors by 2025. Currently now, China imports 91% of semiconductors overseas due to not enough production within own country. SMIC is expanding their production lines rapidly and is expected to grow 15% a year till 2023, then 30-40% per year till 2025. This means buying SMIC shareprice now at under $25, we will see its market cap 5-6x by 2025. Meaning shareprice will be $25x6= $150.
$Tesla Motors(TSLA)$ As US Markets are overvalued and institutional investors unloading US equities at an unprecedented pace, China markets seem to be extremely attractive in Q2 2024.
$Alibaba(09988)$ Foreign Direct Investments in China Show 16% Growth in February, Signaling Continued Investor Confidence By Bloomberg Markets, March 9, 2024 Foreign direct investments (FDI) in China experienced a notable surge in Q1 2024, registering a 16% growth, reflecting sustained international investor confidence in the country's economic prospects. This increase highlights China's resilience and appeal as a prime destination for global investment.
$ISHARES A50(02823)$If you want to make big money by 2024. Buy this. At least 15-20% of your entire portfolio should be this ETF. This price under $16.50 is a steal. Next bull cycle starts in late 2023-2026. It will go up big like S&P500. China is also starting their quantatative easing soon. Very bullish market conditions.
$Alibaba(09988)$ China's Middle Class Shifts Investment Focus: Bull Run in Equities Imminent" In a significant trend observed in China's financial landscape, the country's burgeoning middle class is making a strategic shift in their investment preferences. Traditionally inclined towards investing in properties, this influential demographic segment is now turning its attention to Chinese equities, heralding what experts predict to be a multi-year bull run in the country's stock market. This shift marks a departure from the conventional wisdom that real estate was the preferred choice for wealth accumulation among Chinese investors. Instead, the allure of equities, driven by a combination of factors including regulatory reforms, technological
$BANK OF CHINA(03988)$ Heavy institutional selling today. JPMorgan have sold 32% of their Bank of China shares. The previous time JPMorgan sold these much, it was during the 1997 Asian Financial Crisis.
$Apple(AAPL)$ As Hedgefunds and Institutions unloading US equities at an unprecedented pace, is China undervalued stocks the safe heaven? In February, we have seen a 32% YoY growth in funds inflow into China markets. 43% of the inflows were funds from American Banks and Financial Institutions.
$Tesla Motors(TSLA)$ Our latest market data from Bloomberg Terminal shows that financial institutions, government pension funds and hedge funds are selling US equities and moving into China equities today.
$Apple(AAPL)$ Berkshire Hathaway Warns Investors of Potential Apple Share Price Decline Amidst Weakening iPhone and iPad Demand Date: August 5, 2023 In a recent announcement, Berkshire Hathaway, the multinational conglomerate holding company led by Warren Buffett, has raised concerns about the potential decline in Apple's share price in the coming months. The warning comes as a result of a noticeable downturn in demand for Apple's flagship products, namely the iPhone and iPad. The tech giant, Apple Inc., has been a leading force in the global smartphone and tablet markets for years, driving impressive growth in both revenue and shareholder value. However, the latest market trends and consumer data indicate a shift in consumer preferences, l