This week, the Hong Kong stock market had a rough time, with the $HSI(HSI)$ falling for the fourth consecutive day, down by 6.28%. The index has broken out of its sideways range since October.Domestic News Last Friday after the market closed, China announced a fiscal stimulus plan, with 6 trillion yuan in new funds for debt reduction. However, there was no mention of any policy support for the real estate or consumption sectors.On Wednesday, the Ministry of Finance rolled out a "big gift" with tax cuts, including reduced deed tax, land value-added tax, and VAT. For example, the deed tax for the purchase of a family's first or second home (under 140 square meters) has been cut to 1%, down from 1-1.5% for regular homes and 3% for non-standard homes.O

In the first half of 2024, Hong Kong stocks staged a remarkable turnaround, reversing the previous four consecutive years of decline. But due to macroeconomic challenges, geopolitical tensions, and high US interest rates, the $HSI(HSI)$ only managed a modest 4% gain.Despite the lackluster performance of the overall market, some sectors shined brightly, especially internet, high-dividend stocks, and overseas expansion, delivering good returns to investors.Here are the top 10 most popular Hong Kong stocks in Tiger Community in the first half of 2024:1. $XIAOMI-W(01810)$In March 2024, Xiaomi unveiled its first car, priced at a stunningly low 215,900 yuan, lower than market expectations, blowing the internet

This year, close to a quarter of Singapore’s 100 most actively traded stocks have registered double-digit percentage growth in daily trading turnover from their respective 2022 levels.Of the 23 stocks, 21 saw increased average daily trading turnover on the back of trading volume rather than price gains. These 23 stocks have in total seen on average S$202 million in shares changing hands daily so far this year, compared to S$113 million in 2022.Actively traded high-turnover stocks in 2023 YTDThese include six Straits Times Index $Straits Times Index(STI.SI)$ constituents, which comprised Singapore Airlines $SINGAPORE AIRLINES LTD(C6L.SI)$ , Seatrium $S

This week saw massive global stock market turmoil. Japan's market first plunged 12.4%, its worst drop since 1987, then rebounded sharply, shaking financial markets!Amidst the global stock rout, Hong Kong stocks remained calm. The $HSI(HSI)$ dropped only 1.46% on Monday but ended the week up 0.85%, breaking a three-week losing streak.The global stock market upheaval was mainly due to concerns over a U.S. economic slowdown. On Friday, the U.S. reported 114,000 new jobs for July, falling short of the 175,000 expected. The unemployment rate hit a three-year high, fueling fears of a recession!Additionally, Japan’s unexpected interest rate hike and rising tensions in the Middle East triggered a sell-off on Monday.Hong Kong stocks had been declining recen

This week, a barrage of monumental boosts shook up the Hong Kong stock market, with the $HSI(HSI)$ rocketing 13% and soaring past the 20,000-point milestone!On the news front, Tuesday witnessed a press conference hosted by the State Council Information Office, where Governor of the People's Bank of China unveiled three game-changing policies: 1.Cuts in both the required reserve ratio and policy interest rates, driving down market benchmark rates. 2.Reductions in existing mortgage rates and lowering the minimum down payment for second homes. 3.Establishment of a ¥500 billion swap facility for securities, funds, and insurance companies, alongside a ¥300 billion special re-lending program for share repurchases and increased holdings.Thursday then brou

This week, Hong Kong stocks extended their rebound trend, marking four consecutive weeks of gains. The $HSI(HSI)$ rose 2.14% this week, nearing the 18,000-point milestone!Key Drivers of the ReboundOn the news, Federal Reserve Chair Jerome Powell's dovish speech at the Jackson Hole conference last Friday bolstered expectations for a September rate cut, which is positive for Hong Kong stocks.Domestically, several major companies released their earnings reports this week. Meituan's results exceeded expectations, and with a $1 billion share buyback, its stock surged! However, banks reported disappointing results for the first half of the year. For example, ICBC's net profit for H1 was ¥170.5 billion, down 1.9% year-over-year. This led to a collective s

The Hang Seng Index $HSI(HSI)$ rose 4.41% last week, and the Hang Seng Tech Index $HSTECH(HSTECH)$ rose more than 23% in past months, it was entering a technical bull market!On the news, last week ushered in heavy good news, the Political Bureau of the Central Committee held a meeting on Monday to analyze the current economic situation, deploy economic work in the second half of the year, and propose to activate the capital market and boost investor confidence. At the same time, the expression of the real estate industry at this meeting is to timely adjust and optimize the policy, not to mention housing speculation!The day after the Politburo meeting, Hong Kong A-shares soared, the RMB exchange rate appr

Key points:$HSI(HSI)$ has risen for 3 consecutive months, check Top gaining HKEX stocks and investing ETFs ListFactors for the rise of the $HSI(HSI)$ and 2023 Target outlooks from 3 top institutions1. The $HSI(HSI)$ Rose 46% Since Nov 2022, Check top HKEX stocks and ETFs ListHi Tigers, As of the close on January 13, the $HSI(HSI)$ hit a six-month high, and has maintained a sharp rise for since November 1st, 2022 as global funds buy and tech risk ebbs.Technically, the $HSI(HSI)$ <

$HSI(HSI)$ $HSTECH(HSTECH)$ dropped since Jan 30th 2023, and see 6.01% & 8.47% decline respectively as of Feb 21st( Asia Tuesday Trading).$iShares MSCI Hong Kong ETF(EWH)$ fell 5.08%.Among the TOP 10 stocks of $HSI(HSI)$ , $TENCENT(00700)$ fell 5.34%, $ICBC(01398)$ fell 3.82%, 

This week, the Hong Kong market saw some fluctuations, with the $HSI(HSI)$ dipping slightly by 0.41%. CRIC announced that the sales of China's top 100 real estate companies reached 435.49 billion yuan in October. That’s a 7.1% year-on-year increase and a 73% jump from the previous month—marking the second-highest monthly sales this year. It’s also the first time this year that we’ve seen positive year-on-year growth in a single month!In addition, the National Bureau of Statistics released the manufacturing PMI for October, which came in at 50.1, surpassing analysts’ expectations of 49.9. This figure crosses the crucial line into expansion territory, signaling that the manufacturing sector is on the rebound. It’s the first economic data released sin

Key Takeaways Chinese PPI, Chinese 10-year yield and US NFIB hiring data suggest US inflation has peaked. These are obscure indicators/relationships. But slowing inflation augurs for a US recession – it is not a cause for rejoice. The hedging relationship between stocks and bonds still works in China - unlike in the US. As such, China is still a normal market where prices can be more informative. Hong Kong is deeply oversold. Despite US recession risks, there is a trade here. 1. US Inflation has peakedThe alternative economic indicators that we used to track the global inflation cycle are also suggesting slowing US growth and falling US demand ahead. For instance, job openings are getting easier to fill, according to the NFIB. This measure tends to lead the US CPI by up

The past week was a thrilling one. Last Monday, the $HSI(HSI)$ plunged by 2.27%, breaking below the 15,000-point mark and hitting a low of 14,794 points. It was just inches away from the lowest value of 14,597 in October 2022!But then came a series of positive factors that lifted the market's spirits. Bloomberg reported last Tuesday that China is considering introducing policies to stabilize the stock market, and some measures are expected to be introduced as soon as this week, including raising about 2 trillion yuan of stabilization funds, which will be mainly funded by institutions outside of China, and invested in A-share through Shanghai and Shenzhen-Hong Kong Stock Connect.Last Wednesday, the People's Bank of China announced that it has decide