Necessity - not profit - is the mother of all invention. The profits come afterwards. Lately, this has been the case in China more than anywhere else.Chip export restrictions? Here’s DeepSeek at 4% of the cost of OpenAINo space program cooperation? Here’s landing on the dark side of the moon and an ISS that looks like a 5-star hotelNo cooperation with Chinese biotech firms? Here’s a cure for Type-1 diabetesYou don’t have to believe everything coming out of China. But take them seriously or one day you’ll wake up wondering how far you’ve fallen behind.The DeepSeekV3 upheaval didn't end the US stock market rally. At the end of the day, the Nasdaq was down 3% and the S&P 500 $.SPX(.SPX)$ fell by half that rate.But it is a wake-up call... and an o

$POP MART(09992)$ $Pop Mart International Group Limited(PMRTY)$ One of the best performing stocks over the past year was a company right under my nose. My kids were going crazy about the toys and collectibles they make and sell (sometimes in vending machines).Pop Mart is popping. ImageChina's online retail sales grew 7.2% YoY to RMB 15.5 trillion in 2024. It accounted for 31.8% of total retail sales.In December alone, online retail sales grew 5.4% YoY to RMB 1.415 trillion. It accounted for 33% of total retail sales.With online retail sales now accounting for a third of total retail sales, the growth gap between the two is narrowing. Boosting consumption won't just depend on better policies for retail-f

$Alibaba(BABA)$ $BABA-W(09988)$ is looking to break out. Even $JD.com(JD)$ $JD-SW(09618)$ $NetEase(NTES)$ $NTES-S(09999)$ $Trip.com Group Limited(TCOM)$ and many more looking strong.This has little to do with Trump's TikTok turnaround and more to do with an improving economy.Real estate underpins consumption. And real estate has been recovering in most major cities, with green shoots appearing in lower-tier cities.China continues to maintain a very accommodative policy language. This is likely

Second day in a row. Chinese ADRs proving to be a bright spot in another disappointingly weak overall market. PBoC’s Pan hints at shift to consumption-focused #stimulus. Weak loan growth despite strong M2 growth, plus softening prices may finally be getting the message across to these guys. Here we go! Chinese stocks love bouncing hard after scraping the bottom of the barrel. $KraneShares CSI China Internet ETF(KWEB)$ $Alibaba(BABA)$ $MEITUAN(MPNGF)$ $JD.com(JD)$ $PDD Holdings Inc(PDD)$ $Bilibili Inc.(BILI)$

This is a 1-year chart of $Cambricon Technologies Corporation Limited(688256)$ listed in Shanghai. A 6-bagger. It's one of China's leading chip manufacturers, often compared with $NVIDIA(NVDA)$ due to its focus on AI. It bested Nvidia's 173% return and even did better than market darling $Palantir Technologies Inc.(PLTR)$ 's 355% gains. Just one of many examples of big stock market winners out of China that fall outside the usual scope of Wall Street analysts. It's the top holding of the $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ that focuses on stocks listed in China's tech-focused STAR Board. It's also the 5th

Woah! $Apple(AAPL)$ saw a 47% plunge in mainland China sales in November. And it’s NOT due to a bad economy as headlines will suggest. China’s overall mobile phone market fell 5.1% to 29.6m units in November. That’s a decline of 1.59m units. But foreign branded phones fell 47% to 3.04m. They fell by 2.73m units!The domestic brands alone registered a 19.1% YoY growth to 26,56m units. ImageYou have no idea what you are talking about. 3 of top 5 are Chinese brands. And most likely most of the “Others” are also Chinese brands or made in China for foreign brands. $XIAOMI-W(01810)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Image

Cup and handle. A bullish technical pattern… unless it’s a Chinese stock, which then results in a broken handle the moment you try to trade it. 😂😂😂 Just kidding.Image $.SPX(.SPX)$ and $.IXIC(.IXIC)$ on track for a banner year with 25.8% and 29.8% gains so far. China isn’t doing terrible with CSI 300 and Hang Seng Tech Index gaining 17.6% and 22.2% respectively. $NASDAQ 100(NDX)$ $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ Image

$Lucid Group Inc(LCID)$ is worth $10B and “killing it” after delivering just 2,781 units in 3Q24 and losing $1B.😂 $NIO Inc.(NIO)$ $NIO-SW(09866)$ is worth $10B and “failing to deliver” after selling 61,855 units in 3Q24 and losing $1B.🙃One is losing $360K per unit and “killing it!”One is losing $16K per unit and has a “weak outlook.” $LEAPMOTOR(09863)$ is just an absolute standout right now in China’s very competitive EV market. Image

This is going to hurt the US far more than it will China.The US has very little capacity to produce legacy chips at a realistic price. It is a mass-market product that is quickly being dominated by China, which supplies the global electronics industry. The US can't undo this without causing a great deal of harm to itself and its consumers.Nobody in their right mind will invest tens of billions in legacy chip manufacturing in new locations that don't have the same supply chain ecosystem that China offers - including an endless amount of downstream manufacturers. China accounts for 1/3rd of global electronics manufacturing, much of which ends up on store shelves at $Wal-Mart(WMT)$ $Target(TGT)$