$PING AN(02318)$ Top US high networth clients have begun selling US equities for Chinese equities - Bloomberg Markets Plus

‌$JPMorgan Chase(JPM)$  ‌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

$Alibaba(09988)$ 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

$Apple(AAPL)$  The top shareholders of Apple are selling Apple shares at an unprecedented rate that rivals to pandemic drop.

$Alibaba(09988)$  Jack Ma says China bear market is over after what he sees during the CNY.

$NVIDIA Corp(NVDA)$Those who buy above $230, just cut loss. Nvidia will never go above that price in your life time.

$SMIC(00981)$ 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.

$BlackBerry(BB)$ Blackberry Institutional Report JPMorgan increases its Blackberry position by 18% in April. Goldman Sachs increases its Blackberry position by 13% in April. First Advisors cuts its Blackberry position by 28% State Street increases its Blackberry position by 15%

$ISHARES A50(02823)$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.

$JPMorgan Equity Premium Income ETF(JEPI)$ Bought 2000 shares yesterday.

$Apple(AAPL)$  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.

‌$Apple(AAPL)$  ‌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 preferen

$ISHARESHSTECH(03067)$ Wealthy Clients of JPMorgan Drive the Surge in China Equities: Anticipating a Multi-Year Bull Run in Stocks 03 November 2023 This case study explores the strategic investment move by high-net-worth clients of JPMorgan, highlighting their significant investments in China equities and the anticipated initiation of a prolonged bullish trend in the Chinese stock market. Brief overview of the investment landscape, particularly the recent surge in investments in China by affluent clients of JPMorgan. Highlighting the projected duration and potential implications of the expected multi-year bull run in China's stocks starting in 2024. Statistical data showcasing the growth and volume of these investments over recent weeks.

$ISHARES A50(02823)$ Foreign Direct Investments in China Show 6% Growth in October, Signaling Continued Investor Confidence By Bloomberg Markets, November 1, 2023 Foreign direct investments (FDI) in China experienced a notable surge in October, registering a 6% 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. The reported growth in FDI, as observed in October, represents a resurgence in investor trust despite global economic challenges. China's 6% year to date increase in foreign direct investments underscores the market's ability to attract and retain international capital, backed by its ste

‌$NASDAQ 100 Covered Call ETF(QYLD)$‌QYLG is better than QYLD. You get monthly dividends and it will capture 50% of QQQ growth. QYLD is no growth.

$DBS GROUP HOLDINGS LTD(D05.SI)$  DBS Chief Financial Analyst Advocates Promising Investment Prospects in China Equities; Bank Reveals Past Quarter's China Investments In a recent market analysis, the Chief Financial Analyst Chng Sok Hui at DBS has highlighted compelling investment opportunities in Chinese equities, signaling a positive outlook on the country's market potential. The analyst's insights underscore a favorable sentiment towards China's economic prospects. Citing several factors, the analyst noted China's rapid economic growth, technological advancements, and expanding consumer market as key indicators contributing to the attractiveness of investing in Chinese equities. The observations align with the bank's assessment of