HKD Strengthens: Can China Stocks' Rally Continue?

On May 7, the Governor of the People's Bank of China, Pan Gongsheng, announced a 0.5 percentage point RRR cut, injecting approximately 1 trillion yuan of long-term liquidity into the market. A package of policies to support financing for SMEs will be launched soon. Chinese assets surged in response to these favorable policies. Some believe that Chinese concept stocks are still at low levels, as major tech stocks remain undervalued. Are you bullish on China stocks continued rally? Are they still undervalued or not? How will stronger HKD affect HK stock market?

avatarhubcaps
05-07
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?
RepostReply
avatarhubcaps
05-07
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?
RepostReply
avatarTheStrategist
05-07
China vs USA
RepostReply
avatarTiger_SG
05-07

East Rising, West Declining? How Did Buffett Warn of Trade Deficits in US?

Recently, more voices have discussed the idea of “East rising, West declining.”Today, People's Bank of China (PBoC) unveiled 10 comprehensive monetary policy measures across three categories. China stocks opened high and then closed down.Quantitative measures: Includes actions like reserve requirement ratio (RRR) cuts to increase medium- to long-term liquidity and ensure abundant market liquidity.Price-based measures: Involves lowering key policy interest rates, reducing rates on structural monetary tools, and cutting public housing fund loan rates.Structural tools: Introducing and strengthening targeted monetary tools to support innovation in science and technology, boost consumption, and expand inclusive finance.In 2003, Warren Buffett told a story about two fictional islands: “Squanderv
2722
East Rising, West Declining? How Did Buffett Warn of Trade Deficits in US?
avatarAenon
05-07
$Direxion Daily FTSE China Bull 3X Shares(YINN)$   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
24
avatarShyon
05-07

Time to revisit Chinese 🇨🇳🇭🇰 stocks?

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
RepostReply
Time to revisit Chinese 🇨🇳🇭🇰 stocks?
avatarMaverickWealthBuilder
05-07

TWLO 10 Day Winning Sparking SaaS, Still Too Conservative？

$Twilio(TWLO)$ , a leader in SaaS, jumped 9% at one point right after its stock performance earnings report, and then rose for 10 consecutive trading days.The company's excellent Q1 results, along with strong FY25 guidance, led to a surge in investor confidence.Even some investment banks believe the updated 2025 guidance is still too conservative.Performance and Market FeedbackOverall Q1 revenue of $1.17B, +12% yoy, topped estimates of $1.14B, achieving double-digit revenue growth for the third consecutive quarter.Communications revenue was $1.097B, +13% yoy.On the earnings front, Non-GAAP operating income was $213M. net income was $20.02M, a sharp improvement from the net loss in Q1 2024. eps was $1.14, well ahead of expectations of $0.94Investme
Repost3
TWLO 10 Day Winning Sparking SaaS, Still Too Conservative？
avataryourcelesttyy
05-07

China’s Bold Moves: Will Stocks Soar Like Last September?

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
Repost2
China’s Bold Moves: Will Stocks Soar Like Last September?
avatarTheEquityBluprint
05-07
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
Repost1
avatarkoolgal
05-07
🌟🌟🌟Another pivotal trend in Hong Kong stocks  is the surge in optimism around AI and technological innovation.  Many investors expect advancements in AI and related sectors to provide a competitive edge and new investment opportunities. 2 Key AI Stocks to invest in Hong Kong are $SENSETIME-W(00020)$ which is widely regarded as one of China's leading AI companies.  SenseTime's cutting edge algorithms and development of large scale AI models position it as a pioneer in its field. $BABA-W(09988)$ is a major player in AI research and development.  The company uses AI across its business units from powering its Cloud services and providing customer insights to advancing large language
RepostReply
avatarkoolgal
05-07
🌟🌟🌟One of the main reasons for Hong Kong's  renewed market optimism is the significant influx of capital from mainland Chinese investors due to the launch of the Stock Connect programs.  This is a  relatively seamless way to tap into Hong Kong stocks and is a strong signal that investors see untapped potential in the Hong Kong market.
RepostReply
avatarJinHan
05-07

China's Stimulus Sugar Rush: Will This Rally Have Legs or Just Another False Dawn?

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
Repost1
China's Stimulus Sugar Rush: Will This Rally Have Legs or Just Another False Dawn?
avatarkoolgal
05-07
🌟🌟🌟I am really excited about the recent impressive rebound in the Hong Kong Stock market.  This is due to favourable government policies and  a recovering mainland economy.  This recovery is a sign  that the market is ready for future growth.
RepostReply
avatarKKLEE
05-07
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
11
avatarHKEX_Comments
05-06
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
RepostReply
avatarWendyOneP
04-18
Avoid Altogether – Too Risky, Even in HK:Delisting is just one symptom of a deeper problem: persistent regulatory unpredictability and political risk. Whether it’s ADRs or HK listings, the underlying issues remain the same—opaque governance, sudden crackdowns, and limited shareholder protections. Moving to the HK market might dodge the SEC, but not Beijing. Investor confidence has been damaged, and capital continues to flee. Even local institutions are cautious. Until China’s policy direction becomes clearer, it's smarter to avoid these stocks entirely. Global opportunities abound—why chase returns in a high-risk zone? Capital preservation comes first.
RepostReply
avatarJimmyHua
04-18
Shift to HK – Play It Safe, Stay Invested:With delisting risks still lingering over U.S.-listed Chinese ADRs, moving positions to their Hong Kong counterparts is just smart risk management. It doesn’t mean giving up on China—it means protecting capital while maintaining exposure. Regulatory uncertainty, audit access issues, and geopolitical tensions won’t vanish overnight. HK listings offer more transparency and align with Beijing’s long-term goals. Plus, liquidity in the HK market has improved significantly for top names like Alibaba and JD.com. If you're bullish on China’s long-term growth, why stay in the line of fire when a safer path exists? Shift now, don’t wait for headlines.
Repost1
avataryourcelesttyy
04-17

245% Tariffs & Delisting Fears: Are Chinese ADRs Doomed, or Is Hong Kong the New Goldmine?

$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
7Reply
245% Tariffs & Delisting Fears: Are Chinese ADRs Doomed, or Is Hong Kong the New Goldmine?
avatarAnthony CY Tan
04-16
The intensified trade tensions and tariff implementations will adversely affected the Hong Kong and China stock markets, contributing to global economic uncertainty.
RepostReply
avatarLoyster
04-16
Trump is eager to call China and have a deal. Just wait and see, China will end up benefiting more from this drama.
RepostReply
Invest in Global Markets with Tiger Brokers!
Open App