Bullish Case: The Rise of the East China’s Policy Support The Chinese government has ramped up measures to support the economy, including interest rate cuts and market-friendly reforms. Further stimulus could help strengthen investor confidence even more. Valuation Recovery HSI stocks are trading at historically low prices, making them appealing to long-term investors. Foreign capital is starting to return to Chinese markets, reversing the outflows seen last year. Sector Performance Technology and financial stocks are leading the charge, with companies like Alibaba, Tencent, and major banks showing strong rebounds. The property sector, previously a drag, is showing signs of stabilization following government intervention. West’s Struggles = China’s Opportunity? High interest rates and econ

US: Modest Gains After a Tough Week US markets recovered slightly but still marked their worst week in months due to investor concerns over trade policy shifts. The Dow Jones $DJIA(.DJI)$  rose 222.64 points (+0.5%) to 42,801.72, while the S&P 500 $S&P 500(.SPX)$  climbed 31.68 points (+0.5%) to 5,770.20. The Nasdaq Composite $NASDAQ(.IXIC)$  gained 0.7%, reflecting cautious optimism despite ongoing trade policy turbulence. Europe: Trade Policy Jitters Weigh on Markets European markets struggled as uncertainty deepened following Donald Trump's seco

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Hong Kong stocks may face further pressure post-earnings as “sell the fact” sentiment takes hold. Even with earnings beats, weak guidance and macro uncertainties could weigh on investor confidence. China’s sluggish economic recovery and regulatory risks add to the headwinds. Capital outflows and low trading volumes may further drag on momentum. Unless earnings surprises are paired with strong forward guidance, HK stocks could struggle to sustain gains in the near term.

The recent pullback in China assets raises concerns that the Hong Kong market may have peaked after a strong rebound. Slowing economic data, regulatory uncertainties, and geopolitical tensions could pressure further gains. However, attractive valuations and potential policy support from Beijing may limit downside risks. If capital inflows stabilize and earnings growth remains intact, the market could consolidate before resuming its uptrend. Monitoring policy signals and global market sentiment will be key to gauging the next move.

As I navigate the current market landscape, I'm faced with a pressing decision: whether to buy the dip in the US market or chase the rally in other markets. As I consider my options, I'm reminded of my investment goals and risk tolerance. I'm looking to balance my portfolio and make the most of potential growth opportunities. Buying the dip in the US market is a tempting option, especially with prices at a lower point. However, I'm aware of the risks involved, including the potential for further market decline. On the other hand, chasing the rally in other markets offers a diversification opportunity, allowing me to spread my risk across different markets. This strategy aligns with my goal of balancing my portfolio. I believe a combined approach will allow me to balance my risk and po

🌟🌟🌟Using options strategy in the volatile Hong Kong market is a great way to ride the volatility.  Options Strategies such as buying Put Options, expecting to profit when the market pulls back.  Another option strategy is the Straddle or Wide Straddle Strategy.  This strategy is useful when the markets direction is uncertain.

$HSI(HSI)$ $HSI (Hang Seng Index-20 March 2025-daily) If 24,000 is breached, the next support zone might be 23,762–23,848, based on the next horizontal bar in Panel 1. Should this support zone fail to hold, the subsequent support levels could be 23,200-range and 23,500-range respectively, as indicated by the points of control in the volume shelf. However, the longest horizontal bar, marking the critical support zone, lies at 22,951. Let’s continue to monitor and review.

$KraneShares CSI China Internet ETF(KWEB)$   PCT: HK Index Has Reached Almost Top Unless v1.0 : PCT = Pandas Coffee Talk. PLA Xi harvest tree trunks from trees (confiscate companies assets). Don't harvest fruits produces (by taxes rates). So it is a matter of time HK index top & start to go down. Disclaimer: I do not hold any China stocks. Just doing research in this post. Just in case I want to buy into any. #pandaszen #pandas #zen #hacks #ideas #analysis

$HSI(HSI)$ $HSI retail bears fortified positions & formed large clusters above. Watch 24736 & 24554 must hold. A push north past 24926 hits 25054/25150. Bear clusters vulnerable. Note resistance very stiff. $HSI may not hold above 25k.

The Hang Seng Technology Index fell by more than 3% for two consecutive trading days on Thursday and Friday, with a cumulative decline of 4.1% last week, while the Hang Seng Index, Hang Seng State-owned Enterprises and MSCI China Index fell by 1.1%, 1.5% and 1.7% respectively, all for two consecutive trading days. Showing a downward trend

The divergence in global stock market performance this year has been interesting. While US stocks have struggled due to high valuations and policy uncertainty, European and Hong Kong markets have gained strength, supported by increased fiscal spending. Defense-related investments in Europe and China’s expansionary policies have played a key role in driving their markets higher. Looking ahead, the US market still faces headwinds, especially with ongoing corrections in high-growth names like Tesla and Nvidia. Meanwhile, European stocks continue to show resilience, and the Hang Seng Index has room for further upside if China’s stimulus efforts gain traction. For now, I’m keeping a balanced approach—monitoring opportunities in Europe and Hong Kong while waiting for better valuations in US stoc

This is a simple question answered by an analogy.  We have one nation like a supertanker ship with a madman at the helm and a first mate hell bent on ramming anything in its way. This is versus a cruiseship with a captain who knows what he wants and a crew disciplined to deliver on that goal. The HK market is crusing along with great stability whilst the supertanker burns. I'm sure this will amuse some and I hope makes a good point about the global market.

$HSI(HSI)$ HSI’s rally reflects improved sentiment on China’s economic outlook and policy support. Valuations remain attractive, and inflows from foreign investors are strengthening momentum. However, geopolitical risks and slowing global growth could limit upside. If earnings and economic data remain strong, holding for 30,000 seems reasonable. Tighten stops to protect gains while riding the trend.

$NAYUKI(02150)$ 💭🫧🫖🧋Looks like Nayuki’s stock is steeping in some bitter brew, down 22% in a single day on the Hong Kong Exchange (2150.HK), and a jaw-dropping 90% plunge since its 2021 peak! This bubble tea giant’s burst bubble signals tough times ahead. With a forecasted 970 million yuan loss for 2024 and plans to shutter underperforming stores, investors might be left sipping on uncertainty. Time to stir the pot and see if Nayuki can perk up, or if this tea’s gone cold for good! 🧋📢 Please Like, Repost, and Follow me for sharp setups, stock trends, and actionable insights 🚀📈 I’m all about spotting the next movers and sharing strategies that deliver results! Let’s trade smarter and grow together! 🍀🍀🍀 Happy trading ahead! Cheers BC 💰📈🚀🍀🍀🍀

$NIO Inc.(NIO)$   The bull have turned into a bear.  Sellers have sold in anticipation of a sell-off on Friday after earnings out.  SG and HK markets are feeling the heat. If buy today then they might have to throw down on Monday if US Nio is down on Friday. It's a downside risk you have to swallow.  Nio has always been a letdown ever since share price drop below $5. Let's pray for a miracle.  🙏🙏🙏

At the rate we are going with tariff, weird white house antics, talking down others... all only wane down the influence of West while the East’s rising influence is undeniable, especially in the global financial markets and emerging technologies. So yes, long term, East may vome out top. I see Hong Kong market may continue to perform in certain sectors, especially those aligned with China's economic priorities. Especially those tied to high-growth sectors like technology, renewable energy. To recover my earlier loss, i hope HK trend holds and the newly listed gives a boost to the market