CNY is Here! Which China Stocks Are You Bullish?

Historically, Hong Kong and A-shares tend to perform well in January, during the Chinese New Year period. ------------------- Does signify new liquidity for the stock market? Is it a positive signal or not? Should investors hold on for more gains or take profits now? Which Chinese stock are you most optimistic about?

Why U.S. Tariffs on Mexico and Canada Won’t Last Long

U.S. tariffs on Mexico and Canada are likely to be short-lived for several reasons. The economies of all three countries are deeply interconnected, particularly in industries like automotive and manufacturing. Prolonged tariffs could disrupt supply chains and drive up costs for businesses and consumers in the U.S. Meanwhile, Canada and Mexico, which are highly dependent on the U.S. market, would struggle to find an alternative market of similar scale to offset the impact. The U.S.-Mexico-Canada Agreement (USMCA) was established to facilitate free trade, making tariffs contrary to its principles. This could lead to legal challenges and diplomatic pressure for their removal. Furthermore, many U.S. companies that rely on imports from Mexico and Canada would likely lobby against prolonged tari
Why U.S. Tariffs on Mexico and Canada Won’t Last Long
China will bottom up in coming 2 years as the government needs to stimulate the economy      in ensuring growth and stability.  Below is just few key points supporting optimism: Government stimulus: Chinese authorities are expected to continue implementing policies to stimulate domestic demand, including measures to boost consumer spending, which could offset the slowdown in the real estate sector. They have learnt their lseason from the previous experience. Focus in export despite tariffs from US China's manufacturing sector is currently experiencing strong export performance due to high global demand, providing a significant economic boost. The support from govemrnent is far from over and may implement key monetary to support the local industries and manufacturing. Bo
avatarTiger_Contra
2024-12-09

💰Weekly New Alpha: Hold These 3 AI Stocks to Capture China's New Year Rally

Tiger Introducing New Alpha is weekly hot tips for investing.Take a look at the key players of China's domestic AI scene: Incremental policies are anticipated to boost the performance of Chinese assets into 2025.Stay tuned and supercharge purchasing power with Cash Boost and Join telegram to win SGD10Historical New Alpha Stocks:💰Weekly New Alpha:DASH & BKNG Demonstrated Robust Performances $DoorDash, Inc.(DASH)$ $Booking Holdings(BKNG)$💰Unlock Home Field Advantages of E-commerce: SHOP vs SEA
💰Weekly New Alpha: Hold These 3 AI Stocks to Capture China's New Year Rally
avatarTiger_Contra
2024-12-09

💰Unlocking Growth: China's Monetary Easing and Top ETFs & ADRs

China ETFs and ADRs Rally Premarket As China Announces First Monetary Policy Shift Since 2010 to Spur GrowthChina will adopt an "appropriately loose" monetary policy next year as part of steps to support economic growth, state media reported on Monday citing a Politburo meeting, marking the first such shift towards loosening since 2010.China will implement a more proactive fiscal policy and step up "unconventional" counter-cyclical adjustments, Xinhua reported, citing the Politburo."A more proactive fiscal policy and an appropriately loose monetary policy should be implemented, enhancing and refining the policy toolkit, strengthening extraordinary counter-cyclical adjustments," it said.The new wording for the monetary policy
💰Unlocking Growth: China's Monetary Easing and Top ETFs & ADRs
avatarHMH
2024-12-19

Spring Awakens: Can US-China Talks Ignite a New Bull Run for Chinese Stocks?

The recent statement by President Trump on December 16, 2024, highlighting the potential for U.S.-China collaboration to address global challenges, has injected a wave of optimism into Chinese markets. His assertion that "China and the US can solve all the world's problems together" has been interpreted as a signal of improved bilateral relations, which could have significant economic implications. Assessing the Potential for a Bullish New Year Rally The prospect of enhanced U.S.-China cooperation could serve as a catalyst for a bullish rally in Chinese equities as we approach the New Year. Several factors support this optimistic outlook: Improved Trade Relations: A thaw in U.S.-China tensions may lead to the easing of tariffs and trade barriers, benefiting Chinese exporters and multinatio
Spring Awakens: Can US-China Talks Ignite a New Bull Run for Chinese Stocks?
$BYD Co., Ltd.(BYDDY)$  I'm bullish on the largest EV company in the world.Last year, it alr surpassed tesla to sell more EV vehicles in the quarter. Currently releasing car models very frequently. With its u9 super car just entering korea market, planning to enter the Europe market as well. It's new seal and newest sea lion model also recieved many likes by others. If we look at the company itself, it has competitive advantage. It have the bargaining power on its supply chain compared to other EV companies as it produces its own battery. Even some tesla models uses byd battery. BYD uses can be seen everywhere in Singapore. From public transport to NUS shuttle bus. All in all, BYD being such a strong company with competitive advantage o
avatarMickey082024
2024-12-11

China DEC 24 Stimulus Monetary Policy Arrived! Is China Signals More Stimulus Is Coming in 2025?

$SSE Comp(000001.SH)$ China's currency is constraining stimulus Chinese equities are attracting attention after officials announced plans to adopt a "moderately loose" monetary policy and a "more proactive" fiscal stimulus approach. The Shanghai Stock Exchange Composite Index (000001.SS) has risen in response. This shift in China's economic policy comes just before the return of U.S. President-elect Donald Trump to the White House. Investors who are doubtful about China's stimulus efforts are expected to gain more insight this week, as officials are set to unveil more detailed policies during the country's annual Central Economic Work Conference, starting tomorrow, Wednesday. The potential for effective Chinese stimulus as "limited." what thi
China DEC 24 Stimulus Monetary Policy Arrived! Is China Signals More Stimulus Is Coming in 2025?

US Stock Valuation & Estimates in 2025

Against the backdrop of the current record highs in the market, investors are increasingly concerned about the valuation situation of U.S. stocks.Multi-dimensional comparative analysis of U.S. stock valuationsDynamic Valuation $.SPX(.SPX)$ The current dynamic P/E ratio of 22.7x is not far from the previous high of 23.4x (2020/9/2), is 1.8x standard deviation above the average of 16.6x since 1990, and is in the 94th percentile of its historical score.The static P/E ratio is even at 27.3x.Dow Jones, NASDAQ, Mag6 ( $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ $Amazon.com(AMZN)$ $Microsof
US Stock Valuation & Estimates in 2025
avatarTigerObserver
2024-12-09

Weekly: SP500 & Nasdaq refreshed new record highs; The final CPI on focus

Last Week's RecapThe US Market - The S&P 500 and Nasdaq refreshed new highsThe S&P 500 and Nasdaq freshed their records on Friday after November jobs data came in slightly better than expected. The S&P 500 and Nasdaq notched third straight positive week, rising 0.96% and 3.34%, respectively. The Dow slipped 0.6% during the period.The November labor report, released Friday morning, revealed that nonfarm payrolls increased by 227,000 last month, above the Dow Jones estimate of 214,000 and marking a huge hike from October’s upwardly revised gain of 36,000. The unemployment rate nudged up to 4.2%, as expected.Following the not-too-hot, not-too-cold unemployment data, fed funds futures trading data reflected an 85% likelihood of another rate cut in two weeks, according to the CME Gr
Weekly: SP500 & Nasdaq refreshed new record highs; The final CPI on focus
avatarSpiders
2024-12-20

US-China Dialogue: Is a Spring Coming for China Stocks?

On December 16th, former President Donald Trump spoke about the potential for US-China cooperation during a press conference at Mar-a-Lago in Florida. He stated, "China and the US can solve all the world's problems together. Think about it; it's important," emphasizing the significance of collaboration between the two global powers. Market Reaction: Following these remarks, both Hong Kong and Chinese stocks experienced modest gains. The response reflected optimism among some market participants about the possibility of improved US-China relations, which historically have had a significant influence on the performance of Chinese equities. However, the gains were relatively limited, underscoring a cautious attitude among investors. My Perspective: Despite the positive tone of these statement
US-China Dialogue: Is a Spring Coming for China Stocks?
avatarMrzorro
2024-12-11
China's Policy Shift: How Singapore Investors Can Capitalize on Chinese Concept Stocks? China's latest monetary and fiscal policy shift towards "moderate easing" marks the first relaxation since 2011. This strategic change is expected to reshape market dynamics, potentially boosting the performance of Chinese concept ETFs in Singapore and global markets.  Strategic Shifts in China's Monetary and Fiscal Policies for 2024 The Political Bureau of the CPC Central Committee unveiled a shift in China's monetary approach, adopting a "moderately accommodative" policy for the upcoming year. This strategic pivot, the first easing since 2011, was complemented by introducing "unconventional" counter-cyclical adjustments, indicating a significant departure from prior policies. The meeting also her
avatarMrzorro
2024-12-10
China Will Adopt a "Moderately Accommodative" Monetary Policy in the Next Year, The First Shift to Easing Since 2011 The Political Bureau of the CPC Central Committee, which mysteriously did not issue a meeting statement in November, issued a post-meeting report for the December meeting on Monday (9th). The opening remarks of the meeting continued to affirm the achievements of the Chinese government throughout the year. Notably, the outlook for the economy in the upcoming year exceeded market expectations, with policy statements being more positive than they have been in the past decade. In the late trading session, Hong Kong stocks saw a significant surge, with $HSI(HSI)$   closing up 2.76% on increased vol
avatarCSOP AML
2024-12-11

China's 2025 Policy Shift Spurs Stock Market Rally [CSOP APAC Midweek Glance]

East Asia 【 $CSOP SEA TECH ETF S$(SQQ.SI)$ $CSOP SEA TECH ETF US$(SQU.SI)$ 】YTD Return: +30.60% • Sea Ltd's stock outperformed in 2H, rising 59% from mid-year to 29 Nov due to strong 3Q revenue and earnings, easing concerns over margin pressure from increased competition in Southeast Asia. • Amid potentially higher US tariffs on Chinese goods, this may benefit e-commerce in Southeast Asia. • JPM notes that since 2019, ASEAN's TMT sectors have consistently provided appealing trading opportunities, with at least one stock surpassing MSCI EM by 30pp annually, with Sea Ltd and Grab leading in 2024. Looking into 2025, the main catalysts for Sea and Grab's stock prices will be network effects contributing
China's 2025 Policy Shift Spurs Stock Market Rally [CSOP APAC Midweek Glance]

From Gain To Free Fall for China and Hong Kong Markets as Trump Targets Countries Alleged War Aid to Russia

$BABA-W(09988)$  $PING AN(02318)$  $PDD Holdings Inc(PDD)$  $Direxion Daily FTSE China Bull 3X Shares(YINN)$  WASHINGTON — US President Donald Trump said on Wednesday (Jan 22) he would add new tariffs to his sanctions threat against Russia if the country does not make a deal to end its war in Ukraine, and added that these could also be applied to "other participating countries." In a post on Truth Social, Trump modified comments he made on Tuesday that he would likely impose sanctions against Russi
From Gain To Free Fall for China and Hong Kong Markets as Trump Targets Countries Alleged War Aid to Russia
avatarKKLEE
2024-12-09
The Chinese economy has captured the world's attention once again, as the government recently announced a comprehensive set of stimulus measures aimed at reigniting growth. With a combination of monetary easing, fiscal spending, and policy shifts, the question on every investor’s mind is clear: Is this the beginning of a Chinese bull market, and should you jump in? Decoding the Stimulus Measures On December 10, 2024, China unveiled its most ambitious economic package in recent years. Key highlights include: Monetary Policy Adjustments: The People’s Bank of China (PBOC) has pledged to adopt a "moderately loose" stance, reducing key interest rates and lowering the reserve requirement ratio (RRR) for banks. These steps aim to improve liquidity in the financial system and support credit growth
avatarMickey082024
2024-12-04

Are You Ready For China Stock December Rally?

$SHANGHAI COMPOSITE INDEX EXCHANGE-TRADED FUND(510210)$ Chinese stocks have been on a strong rebound in November 24, driven by expectations of continued government stimulus and liquidity injections. After a lengthy bear market, significant government measures in September—including cuts to interest rates, lower reserve requirements for banks, and direct capital infusions into markets—sparked a sharp rally. These moves helped lift the Hang Seng and CSI 300 indices by over 20% in a short period. However, while the market's recent surge shows strong short-term gains, questions remain about its sustainability. Experts warn that more fundamental, long-term reforms are necessary to sustain recovery. For example, addressing the struggling real estate s
Are You Ready For China Stock December Rally?
avatarGemmz
02-07
$Sohu.com(SOHU)$ bought this and netease to get some exposure to the Chinese market? Anyone from China who can tell me more about this company? 🐯🐯🐯

Baba Is Luring retail investors again with the same playbook

Jump up, dip down, bounce back to lure shoppers, then a big sell-off!  $BABA-W(09988)$  @TigerPM  @Daily_Discussion  @Tiger_comments  @TigerStars  @TigerObserver  
Baba Is Luring retail investors again with the same playbook

Trump threatens to impose tariffs on China if TikTok is not sold: What is he really after?

President Trump has signed an executive order that temporarily suspends the "sell or ban" law for the short-video social media platform TikTok for the next 75 days. However, he also threatened that if China does not approve the transaction agreement regarding the app, he will impose high tariffs on China. Trump stated that the U.S. "should have the right to own 50% of TikTok," and that if China refuses to reach an agreement, he is "sure" he can impose tariffs on China, with rates ranging from 25%, 30%, 40%, 50%, or even 100%.Trump added, "If I don't make this deal, TikTok will be worth nothing. If I do make the deal, TikTok could be worth a trillion dollars."The fate of TikTok is bound to remain a political focal point between the U.S. and China. While Trump has threatened to impose additi
Trump threatens to impose tariffs on China if TikTok is not sold: What is he really after?
Disclaimer: Whatever I say or post doesn't act as financial advice, so please do your due diligence before making any decision. Might be a new way to gather energy source? Definitely intriguing. Wish that different countries can work together to make this a reality sooner. But of course with the political turmoil and wars going on, its a wishful thinking at this point. However, do look at the space tech sector, it might be a good time to enter as an alternative industry in your portfolio. [Cool]   @madluvyz - Specialist in using TA to sell options and swing trade.😺
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