To The Moon

1. $Alibaba(BABA)$ $Alibaba(BABA)$ Up 4% in premarket and then down at the open on poor general market sentiment today. Wild. But I expect this to close up 3-5% as market digests negative news on $NVIDIA(NVDA)$ .2. $Ituran Location and Control(ITRN)$ ITRN is up 126% in 5yrs because car theft is a growing industry in the USA.Not exactly the growth industry we want to see flourishing. But, hey, problems require solutions.For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more

Big GREEN day for Hang Seng Tech today closing up 2.8% driven by AI and stimulus optimism. $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $BABA-W(09988)$ +4.7% $BIDU-SW(09888)$ +4.2% $KUAISHOU-W(01024)$ +7.1% $Tencent Music(TME)$ +4.5% $BILIBILI-W(09626)$ +5.7% $NIO-SW(09866)$ +5.8% $XPENG-W(09868)$ +3.6%$ $LI AUTO-W(02015)$<

China hasn't peaked. And that spells opportunity for investors. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $KraneShares CSI China Internet ETF(KWEB)$ $iShares MSCI China ETF(MCHI)$ $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $iShares Global Consumer Discretionary ETF(RXI)$ $Alibaba(BABA)$ $JD.com(JD)$ $PDD Holdings Inc(PDD)$ $Tencent Holding Ltd.(TCEHY)$ "If its growth continues for a few mo

The Hang Seng CSI Shanghai-Hong Kong AH Smart Index ("SHHKSI") has outperformed the S&P 500 $S&P 500(.SPX)$ , Hang Seng Index $HSI(HSI)$ , and CSI 300 Index in the last 1yr and 2yrs. And it didn’t do that bad on a 5yr horizon returning 56% while the HSI and CSI300 were basically flat. Yet, hardly anyone knows about this. In order to reflect an arbitrage return from share class switches under the Shanghai-Hong Kong Stock Connect programme, i.e. switching between share classes based on the relative prices, SHHKSI is developed to reflect an investment strategy which iscomprised of the AH companies with dual listings of A-shares on Shanghai Stock Exchange ("SSE") and H-shares on Hong Kong Exchanges and

Whether $Alibaba(BABA)$ takes another 3-4 months to consolidate or just goes for it in this current move higher remains to be seen. Personally, it would be great to have a chance at sub-150. But this isn't a stock you want to ignore going into the next round of earnings results. They obliterated 1QFY26 EPS estimates, while showing the market the potential of cloud computing to bring the company into a new era of development/growth.Remember that the company plans to spend US$53 billion over three years to develop AI infrastructure. That lays the foundation for what is emerging as the biggest driver of growth. Throw into the mix heavy mainland Chinese investor participation via the #stockconnect (wasn't there a year ago), and things could get intere

To people open to investing in China, stop fixating your attention on the usual suspects and try expanding your options. Mainland China markets are absolutely killing it and there are many ways to play it through US listed ETFs. YTD performances: $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ +30.5% $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ +49.6% $iShares MSCI China ETF(MCHI)$ +37.7%WisdomTree China Dividend ex-Financials ETF +43.2% $SPDR S&P China ETF(GXC)$ +35.5% $Franklin FTSE China ETF(FLCH)$ +38.4% $KraneShares M

1. $POP MART(09992)$ Pop Mart has had a spectacular run over the past 12 months. Technically looks very weak with the H&S breakdown. But fundamentally, at a fwd PEG ratio of about 0.1 times (based on 300% EPS growth in 2025), this does not seem overvalued. 2.Mainland investors post net inflow into Hong Kong for 3rd straight day via the StockConnect. $BABA-W(09988)$ posts first net inflow in 5 days (~US$20m). 3. $Sea Ltd(SE)$ Sea Limited now oversold and almost resting at the 200d moving average - a scenario which it has shown to have recovered strong in the past. For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up

Chinese investors pile back into Hong Kong stocks via the stockconnect today with US$2 billion in net inflows! $ZIJIN GOLD INTL(02259)$ tops the list with US$223m in inflows followed by $XIAOMI-W(01810)$ with US$136m. $BABA-W(09988)$ saw a 2nd straight day of net inflows worth US$98m. Bar chart titled Southbound Money Flow Data showing Net Turnover in HKD over dates 18/09, 26/09, 15/10. Green bars represent net inflow turnover with values up to 248, small red bars for net outflow around 8-10. Legend distinguishes net inflow and outflow turnover. Last updated 2025-10-16. $KraneShares CSI China Internet ETF(KWEB)$

Hong Kong markets tank on intensifying tit-for-tat trade measures between China and the US. Hang Seng Tech Index dropped 3.6% today to close well below the 6,130 support. We could see further downside of 4% to 9% in the coming days as short-term momentum turns bearish. A correction was always in the cards but it feels worse when you have to take into account the "why" of the selloff, which is ultimately the uncertainty resulting from the heightened trade tensions. $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $BABA-W(09988)$ $TENCENT(00700)$

Something to think about relating to China's move to restrict #rareearths exports and Trump's reaction to what has always been on the table given increasing US sanctions against Chinese tech firms...The only major rare earth mine producing in the US today is $MP Materials Corp.(MP)$ Mountain Pass mine. It has an annualized production of about 60,000 metric tons of rare earth concentrate. That might sound big but this still needs to be further processed to produce rare earth oxides (REO) for commercial use.Of the 60,000, MP needs 80% (48,000 tons) to extract and refine only about 2,400 metric tons of Neodymium-Praseodymium (NdPr) oxide, which is highly sought after for the EV, battery, and renewable energy industries. It has the highest value of rare