🌟🌟🌟Global economic power is shifting.  In recent decades, Eastern economies especially those in Asia, have demonstrated rapid industrialisation, technological innovation and export led growth.  In contrast, many Western economies have struggled with aging demographics, persistent trade deficits and slower innovation cycles.  This evolving dynamic poses a compelling investment thesis : if East continues to rise and the West declines, which stocks and ETFs are poised to benefit the most? 1.  Understanding the Trend The narrative of Eastern dominance is driven by several key factors : A.  Economic Dynamism:  Countries like China, South Korea, Taiwan and India are investing heavily in technology, infrastructure and education.  Their high savings rates an

As an investor closely monitoring the Chinese stock market, I am intrigued by the recent policy announcements from the Peoples Bank of China on May 7, 2025. Governor Pan Gongsheng revealed a 0.5% point reserve requirement ratio cut, injecting around 1 trillion yuan of long-term liquidity into the market, alongside upcoming policies to support small and medium enterprises. This has sparked a surge in Chinese assets, and I am wondering if this stimulus can replicate the sharp rally in Chinese concept stocks we witnessed on September 24, 2024. With some arguing that major tech stocks remain undervalued, I am diving into the potential implications of these developments. Governor Pan Gongsheng My Reaction to the Peoples Bank of China Policy Announcement I find the Peoples Bank of China decision

China’s economy is buzzing with anticipation following a major policy push from the People’s Bank of China ( $PGIM S&P 500 Buffer 20 ETF - October(PBOC)$ ). On May 7, Governor Pan Gongsheng unveiled a 0.5 percentage point cut in the reserve requirement ratio (RRR), pumping around 1 trillion yuan of liquidity into the market. Hot on its heels, a new package of policies to ease financing for small and medium-sized enterprises (SMEs) is set to roll out soon. Chinese assets have already jumped in response, sparking excitement and a big question: Can this trigger a repeat of the explosive rally in Chinese concept stocks from September 24 last year? What’s the RRR Cut All About? The reserve requirement ratio dictates how much cash banks must keep in

How to Navigate the Global Currency Storm？ Recently, the international currency market has experienced significant fluctuations, with Asian currencies rising collectively. $TWD/USD (TWDUSD.FX)$ surged by 10% in two days, driving up other currencies. $HKD/USD (HKDUSD.FX)$ appreciated significantly, triggering the strong side conversion guarantee. The Singapore Dollar soared to a near-decade high. The Korean Won, Malaysian Ringgit, and others also rose. The surge in Asian currencies is primarily due to a large-scale capital withdrawal from USD assets and a flow back to Asia, driving a historic rebound in Asian currencies. With the significant weakening of the USD this year, the $AUD/USD (AUDUSD.FX)$ has risen over 8% in the past month, and the $EUR/USD (EURUSD.FX)$ has also performed strongl

The whispers are growing louder across trading desks - with Beijing rolling out its strongest policy support package since last September, could Chinese stocks be primed for another explosive rally? While the short-term pop seems inevitable, the real question smart money is asking is whether this marks the beginning of a new bull market or just another dead-cat bounce in what's been a brutal decade for China investors. The Setup: Déjà Vu All Over Again? Rewind to September 2023: CSI 300 surged 6.2% in two weeks after property easing Hong Kong's Hang Seng jumped 7% on stimulus hopes Alibaba (BABA) and Tencent (0700.HK) both rallied over 20% $Alibaba(BABA)$ $TENCENT(00700)$ Fast forward to today: Property

Are you bullish on China stocks' continued rally? The recent policy move by the People's Bank of China (PBoC) is clearly bearish for Chinese shares in the short run. The 0.5 percentage point RRR reduction releasing 1 trillion yuan of liquidity, along with upcoming SME finance stimulus, represents significant monetary stimulus. This tends to provide an immediate boost to equity markets. But I'm optimistic but cautiously so, instead of being extremely bullish. To sustain a rally, China must resolve more systemic economic issues over and above liquidity injections, such as: - Weakness in the property sector - Consumer confidence problems - Regulatory uncertainties persisting - Strtuctural growth problems The initial market response is encouraging, but long-term momentum will hinge on whether

$NVIDIA(NVDA)$ At the current price level, it’s neither high enough nor low enough—both bulls and bears have reasons to feel nervous.Friday’s Action:The $55 put $NVDA 20250425 55.0 PUT$  opened on Friday was closed prematurely. It was closed at NVIDIA’s intraday high of $105, so the position didn’t make much profit.Market Reaction to Tariff News:Despite China's pre-market announcement of retaliatory tariffs (a 50% increase on all U.S. imports), the market didn’t continue to drop.Tuesday’s Option Activity Highlights:Institutional players closed their $99 calls and rolled them into $109 calls. Meanwhile, they continued to hold sell positions for $100, $101, and $102 calls.Large orde

$JD.com( $JD.com(JD)$ )$ $Pinduoduo( $PDD Holdings Inc(PDD)$ )$ $Hang Seng Index(. $HSI(HSI)$ )$ $Tencent Holdings( $TENCENT(00700)$ )$ The trade war just got uglier. On April 10, 2025, the White House slapped a staggering 245% tariff on Chinese goods, sending shockwaves through global markets. Chinese companies listed as American Depositary Receipts (ADRs) in the U.S. are now staring down the barrel of delisting risks, reigniting a debate: should investors abandon Chinese ADRs or pivot to Hong Kong listings? With many Chinese firms already dual-listed in Hong Kong—a growing hub for these companies—is the Hong Kong Stock Ex

China has just rolled out fresh policy support aimed at revitalizing its economy and boosting market confidence. The announcement comes at a critical time, with investors eyeing whether this move can reignite the same bullish momentum that sent Chinese stocks soaring last September. The policy measures include enhanced credit support for key sectors like technology, green energy, and infrastructure, alongside tax incentives for small and medium-sized enterprises. Coupled with looser regulatory pressures, these steps are designed to restore investor confidence and spur economic growth. The September Surge: A Blueprint for What’s Next? Last September, similar policy initiatives led to a sharp rally in Chinese equities, with tech giants like Alibaba and Tencent rebounding dramatically. Real e

$NASDAQ(. $NASDAQ(.IXIC)$ )$ $Hang Seng Index( $Hang Seng Index - main 2504(HSImain)$ )$ Trump’s latest salvo—a jaw-dropping 145% tariff on China—has ignited a firestorm in global markets, and the fallout is hitting hard. Announced on April 10, 2025, this move has split opinions: some see China digging in to win this trade war, while others predict a bloodbath for Chinese stocks. With Trump dangling threats like forcing a TikTok sale or delisting Chinese firms, the tension’s palpable. So, between the Nasdaq and Hang Seng Tech Index, which has the edge to bounce back? And which Chinese stock still has your trust? Let’s dive into the chaos with fresh data, market vibes, and a sprinkle of strategy—beca

We have seen a significant day for the stock market, with major indices experiencing substantial gains. In a significant move, President Donald Trump announced a 90-day pause on reciprocal tariffs for over 75 countries, excluding China. This decision led to the best day for Wall Street since the 2008 financial crisis. NASDAQ has surged 12.16%, S&P 500 rose by 9.52% and DJIA increased by almost 3,000 points to close significantly at 7.87%. But we need to understand that tariffs on imports from China increased to 125% from 104%. So I believe it is important for us, as investors to adjust our strategy accordingly. Stay Calm With The Tariffs Turbulence From this episode, it demonstrate that it is important to stay calm during a crisis, Sun Tzu's "Art of War" emphasizes discipline, self-awa

China Announces Comprehensive Policy Package to Stabilize Economy and Engage in Talks China has introduced a series of targeted economic support policies aimed at mitigating trade pressures and stimulating growth: - Support for Tariff-Affected Firms: New policies will assist businesses impacted by trade restrictions. - SME & Private Sector Financing: A dedicated financing framework will improve credit access for small and medium-sized enterprises (SMEs) and private companies. - Capital Market Stabilization: Insurance companies’ equity investment risk thresholds will be lowered to bolster market confidence. - Property Market Financing Reforms: A revised credit system will better align with the real estate sector's needs. Monetary Policy Easing The People’s Bank of China (PBOC) has

After months of gloom, the Hang Seng Index (HSI) has finally reclaimed the 20,000 mark — a psychological milestone many thought would take much longer to reach. For investors who held on through the turbulence, this is more than just a number — it's a symbol of renewed confidence in China's equity markets. But now comes the billion-dollar question: which China stocks will lead the next leg of this rally? The Sentiment Shift The sentiment toward China stocks has shifted sharply. A mix of stronger-than-expected economic data, signs of policy support from Beijing, and a softening global rate environment has helped lift investor spirits. For once, the narrative has turned from “China is uninvestable” to “China might just surprise us.” Tech Titans Reawakening? Alibaba, Tencent, Meituan — the bi

Recently, the Hong Kong dollar (HKD) has surged in strength, and during the New York trading session on Saturday, May 3, it triggered the strong-side Convertibility Undertaking of the Linked Exchange Rate System at HK$7.75 to US$1. This prompted the Hong Kong Monetary Authority (HKMA) to intervene in the market, absorbing as much as US$6.005 billion in sell orders and injecting HK$46.539 billion into the system. This marks not only the first time since 2020 that the strong-side convertibility guarantee has been activated, but also the HKMA’s largest single-day capital injection on record.Multiple Drivers Behind HKD StrengthAccording to an HKMA spokesperson, the recent strength of the Hong Kong dollar has been driven by several factors. First, equity investment activities have led to increa

$Direxion Daily FTSE China Bull 3X Shares(YINN)$   Why I’m Still Holding My China Tech Stocks: BABA, Baidu, Trip.com & Tencent (WeChat) Last September, we saw a temporary spike in Chinese tech stocks—Alibaba (BABA), Baidu, Trip.com, and Tencent—driven by speculation around government stimulus. But valuations remain compelling: • Alibaba (BABA): PE ~9x, still priced like a value stock despite strong cloud and international growth. • Baidu: PE ~12x, with AI and autonomous driving as long-term catalysts. • Trip.com: PE ~17x, benefiting from the travel rebound and increasing outbound tourism. • Tencent (WeChat): PE ~15x (adjusted), with stable earnings and dominance in social, gaming, and fintech. The recent eco