$BABA-W(09988)$ 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.
$BABA-W(09988)$ Foreign Direct Invesments on China Equities shows strong inflows today. Will this signal the start of the multi year bull market in China?
$ISHARES A50(02823)$ Foreign Financial Institutions inflows rises 16% in August, snapping up China based equities. Will this trend continue into September?
$NVIDIA Corp(NVDA)$ Nvidia could face a dotcom bubble crash should China GPU startup Moore Threads starts their production for high end GPUs in Q3 2025.
$NVIDIA Corp(NVDA)$ China is expected to start its production of high end GPUs by Q3 2025. This would mean Nvidia and AMD will not enjoy this duopoly in 2026.
$Tesla Motors(TSLA)$ Elon Musk Ponders Blackberry QNX Partnership Elon Musk, the visionary CEO of Tesla and SpaceX, is reportedly considering a strategic partnership with BlackBerry, specifically focusing on their QNX operating system. This potential collaboration could have significant implications for the automotive and tech industries, given the strengths and ambitions of both companies. The Rise of BlackBerry QNX BlackBerry QNX, a subsidiary of BlackBerry Limited, has established itself as a leader in real-time operating systems for embedded systems, particularly in the automotive sector. QNX is renowned for its reliability, safety, and security, making it the preferred choice for many automakers and Tier 1 suppliers. The QNX platform p
$CrowdStrike Holdings, Inc.(CRWD)$ Why Crowdstrike partners are flocking to Blackberry. BlackBerry: The Next-Gen Cybersecurity Leader After CrowdStrike's Stumbles In the wake of CrowdStrike's recent challenges, the spotlight is shifting to a company once synonymous with smartphones but now a burgeoning leader in cybersecurity: BlackBerry. Once a titan in mobile communication, BlackBerry has reinvented itself, focusing on cutting-edge cybersecurity solutions. Here's why BlackBerry stands poised to be the next-gen cybersecurity leader. A Legacy of Security BlackBerry's reputation for security dates back to its heyday in the smartphone industry. Even then, it was renowned for its robust encryption and secure messaging services, making it a favorite a
$BlackBerry(BB)$ BlackBerry: The Next-Gen Cybersecurity Leader After CrowdStrike's Stumbles In the wake of CrowdStrike's recent challenges, the spotlight is shifting to a company once synonymous with smartphones but now a burgeoning leader in cybersecurity: BlackBerry. Once a titan in mobile communication, BlackBerry has reinvented itself, focusing on cutting-edge cybersecurity solutions. Here's why BlackBerry stands poised to be the next-gen cybersecurity leader. A Legacy of Security BlackBerry's reputation for security dates back to its heyday in the smartphone industry. Even then, it was renowned for its robust encryption and secure messaging services, making it a favorite among business professionals and government agencies. This strong foundati
$Alibaba(09988)$ 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
$Apple(AAPL)$ 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.
$Tesla Motors(TSLA)$ 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.
$NVIDIA Corp(NVDA)$ The scale of Financial Institutions and High Networth clients of JPMorgan are unloading Nvidia shares at an unprecedented scale that parallels to 2000 dot com bubble. Since beginning of March, the pace of unloading Nvidia shares are indeed ferocious.
$Alibaba(09988)$ 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.