To The Moon

Are you bullish on China stocks' continued rally? The recent policy move by the People's Bank of China (PBoC) is clearly bearish for Chinese shares in the short run. The 0.5 percentage point RRR reduction releasing 1 trillion yuan of liquidity, along with upcoming SME finance stimulus, represents significant monetary stimulus. This tends to provide an immediate boost to equity markets. But I'm optimistic but cautiously so, instead of being extremely bullish. To sustain a rally, China must resolve more systemic economic issues over and above liquidity injections, such as: - Weakness in the property sector - Consumer confidence problems - Regulatory uncertainties persisting - Strtuctural growth problems The initial market response is encouraging, but long-term momentum will hinge on whether

Can hold?Short to medium-term rallies are possible—especially if stimulus continues and global liquidity remains favorable. But a sustained bull market will require more fundamental shifts: structural reforms, stronger consumer confidence, and real estate stabilization.

China injecting 1 trillion yuan into the market is basically Red Bull for stocks. Techs still trading like it's 2022, so yeah, undervalued is an understatement. If the rally keeps its RSI in check, we might just see a golden cross on the charts. As for the HKD flexing? Could cool exports, but might lure in bargain-hunting global capital. Buckle up

I think as China still has a 30% lower product purchase price than comparable international equivalents that the product demand won't be decreasing any time soon. 

I am more optimistic for Chinese stock to grow in the near future.

The west has been around for a very long time, eg: Greeks & Romans. The west, although geographic is more of a blueprint for co-existence. If the current manifestation of the west is in decline, why is the rest of the world falling over each other to immigrate to the following countries USA Australia UK Canada New Zealand why those countries???

Talks of a U.S. recession have been ongoing for quite some time. While many hope it won’t happen, the risk still looms—especially if the planned tariffs go into effect. That could be one reason why Warren Buffett is holding onto such a large amount of cash—possibly preparing for a market downturn or better investment opportunities. It’s no surprise that Eastern economies are starting to rise, even if only modestly for now. Their momentum may strengthen in the near term, though some doubts remain. U.S. inflation could spike again, which might lead people to reconsider non-essential spending—like vacations—as daily costs continue to climb.

$Xiaomi HK SDR 2to1(HXXD.SI)$ This is a pretty new HK SDR and it's been under my watchlist for a while. Current pullback position is seating on MA12 support. MACD above 0 for 4 days &: RSI just returned back above 50 level. Is this a potential time to consider a Test position       .  I'm thinking 🤔 Hard.... & Should be worth a try 🙏. Managed your Risks. I will try my hand on this counter on Friday 09 May   

China and US are big countries and lot of people. The shift is coming one day so that is no surprise with shift from west to east. As a investor we need to focus good company and invest in them.

nothing much will happen.. markets down markets up... we will used to it when it happens

Trumpiodic clearly shows the losing end would be the The United States and its citizens. They are the only would bear the cost of tariffs, not Chine, not Canada, not the other countries. Trump only view his position as the United States President top priority. Image the world where every US citizen can't buy what they want but only limited to what they can afford? Inflation would spiral, goods become scared and expensive to consume, and US only trade within their own States? This is the hard truth, economically and sociologically. No one in the world would benefit from Trade War, let alone any war. Dictatorship won't will the battle, its only worsen the bilateral relation between countries and brings only global recession. @Blinkfa

🌟🌟🌟Global economic power is shifting.  In recent decades, Eastern economies especially those in Asia, have demonstrated rapid industrialisation, technological innovation and export led growth.  In contrast, many Western economies have struggled with aging demographics, persistent trade deficits and slower innovation cycles.  This evolving dynamic poses a compelling investment thesis : if East continues to rise and the West declines, which stocks and ETFs are poised to benefit the most? 1.  Understanding the Trend The narrative of Eastern dominance is driven by several key factors : A.  Economic Dynamism:  Countries like China, South Korea, Taiwan and India are investing heavily in technology, infrastructure and education.  Their high savings rates an

🌟🌟🌟A strengthening HKD appears to be a positive sign for the region, both as a marker of renewed capital flows and as an indicator of broader investor confidence in Asian, especially Chinese markets. With a supporting backdrop of pro growth policies, innovation driven sectors and increased capital flow, I believe that the China stocks rally has the potential to continue. However it is important to remain mindful of global economic uncertainties and the inherent risks in a market transitioning from a period of weakness to optimism.

Anything is possible when the world spins.

It’s only a bargaining chip , the real move is not in the creating of jobs , it’s the money that count ! Don’t believe ? If you can really find the data before trade war and during trade war and after trade deals, u will see where the money goes to!! Just check trump and associated and see what’s happening to their accts !!

if the shift from West to East were to happen and When ....let's seek the magic crystal 🔮.... I see .... 🤔....some signs appearing..... Ah Ha.... by the end of the Next 🐉🐲 cycle ..... in the meantime, shift to the HK markets when opportunities arises 🙏

The shift from West to East may happen one day, but I don't think it will come so fast, at least a few more years to go. China stocks may be a good investment, but not for me at the moment.

How to Navigate the Global Currency Storm？ Recently, the international currency market has experienced significant fluctuations, with Asian currencies rising collectively. $TWD/USD (TWDUSD.FX)$ surged by 10% in two days, driving up other currencies. $HKD/USD (HKDUSD.FX)$ appreciated significantly, triggering the strong side conversion guarantee. The Singapore Dollar soared to a near-decade high. The Korean Won, Malaysian Ringgit, and others also rose. The surge in Asian currencies is primarily due to a large-scale capital withdrawal from USD assets and a flow back to Asia, driving a historic rebound in Asian currencies. With the significant weakening of the USD this year, the $AUD/USD (AUDUSD.FX)$ has risen over 8% in the past month, and the $EUR/USD (EURUSD.FX)$ has also performed strongl

I think those technology related company may continue to rise up. can buy and hold.

Trumps knows the trade deficits and so by implementing tariffs, he hopes to create a new global order. He is not that crazy that many think he is. The real dealbreaker is whether this will pull through. He probably never expect China to retaliate, unlike in his first term as president. He doesn’t want a trade war where his own economy will suffer. He just wants to force parties to negotiate with him. I think the shift from West to east will definitely happen, but not in the next 5 or even 10 years. As long as the other countries cooperate with the US and US has a greater number of world on its side as it seems to be likely the case with many countries striking deals with it, and these countries trade more with the US than China, and the USD remains the preferred reserve currency, this shif

🌟🌟🌟Global economic power is shifting.  In recent decades, Eastern economies especially those in Asia, have demonstrated rapid industrialisation, technological innovation and export led growth.  In contrast, many Western economies have struggled with aging demographics, persistent trade deficits and slower innovation cycles.  This evolving dynamic poses a compelling investment thesis : if East continues to rise and the West declines, which stocks and ETFs are poised to benefit the most? 1.  Understanding the Trend The narrative of Eastern dominance is driven by several key factors : A.  Economic Dynamism:  Countries like China, South Korea, Taiwan and India are investing heavily in technology, infrastructure and education.  Their high savings rates an

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

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

Are you bullish on China stocks' continued rally? The recent policy move by the People's Bank of China (PBoC) is clearly bearish for Chinese shares in the short run. The 0.5 percentage point RRR reduction releasing 1 trillion yuan of liquidity, along with upcoming SME finance stimulus, represents significant monetary stimulus. This tends to provide an immediate boost to equity markets. But I'm optimistic but cautiously so, instead of being extremely bullish. To sustain a rally, China must resolve more systemic economic issues over and above liquidity injections, such as: - Weakness in the property sector - Consumer confidence problems - Regulatory uncertainties persisting - Strtuctural growth problems The initial market response is encouraging, but long-term momentum will hinge on whether

How to Navigate the Global Currency Storm？ Recently, the international currency market has experienced significant fluctuations, with Asian currencies rising collectively. $TWD/USD (TWDUSD.FX)$ surged by 10% in two days, driving up other currencies. $HKD/USD (HKDUSD.FX)$ appreciated significantly, triggering the strong side conversion guarantee. The Singapore Dollar soared to a near-decade high. The Korean Won, Malaysian Ringgit, and others also rose. The surge in Asian currencies is primarily due to a large-scale capital withdrawal from USD assets and a flow back to Asia, driving a historic rebound in Asian currencies. With the significant weakening of the USD this year, the $AUD/USD (AUDUSD.FX)$ has risen over 8% in the past month, and the $EUR/USD (EURUSD.FX)$ has also performed strongl

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

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

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

$Twilio(TWLO)$ , 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

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

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

$NVIDIA(NVDA)$ At the current price level, it’s neither high enough nor low enough—both bulls and bears have reasons to feel nervous.Friday’s Action:The $55 put $NVDA 20250425 55.0 PUT$  opened on Friday was closed prematurely. It was closed at NVIDIA’s intraday high of $105, so the position didn’t make much profit.Market Reaction to Tariff News:Despite China's pre-market announcement of retaliatory tariffs (a 50% increase on all U.S. imports), the market didn’t continue to drop.Tuesday’s Option Activity Highlights:Institutional players closed their $99 calls and rolled them into $109 calls. Meanwhile, they continued to hold sell positions for $100, $101, and $102 calls.Large orde

$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

$Direxion Daily FTSE China Bull 3X Shares(YINN)$   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

$NASDAQ(. $NASDAQ(.IXIC)$ )$ $Hang Seng Index( $Hang Seng Index - main 2504(HSImain)$ )$ Trump’s latest salvo—a jaw-dropping 145% tariff on China—has ignited a firestorm in global markets, and the fallout is hitting hard. Announced on April 10, 2025, this move has split opinions: some see China digging in to win this trade war, while others predict a bloodbath for Chinese stocks. With Trump dangling threats like forcing a TikTok sale or delisting Chinese firms, the tension’s palpable. So, between the Nasdaq and Hang Seng Tech Index, which has the edge to bounce back? And which Chinese stock still has your trust? Let’s dive into the chaos with fresh data, market vibes, and a sprinkle of strategy—beca

In an escalation of U.S.-China tensions, the White House has announced tariff hikes on Chinese goods, with rates climbing as high as 245%. While these tariffs directly target trade, they’re reigniting broader geopolitical concerns—especially in the financial markets, where Chinese companies listed in the U.S. via American Depository Receipts (ADRs) may again face delisting threats. This isn’t a new fear, but it’s one that flares up during periods of political strain. The difference this time? Institutions and companies seem more prepared. Dual Listings: A Strategic Shift to Hong Kong In recent years, many of China’s corporate giants—Alibaba, JD.com, NetEase, and others—have adopted dual listings in Hong Kong, creating a financial safety net in case they are forced to exit U.S. exchanges. S

China injecting 1 trillion yuan into the market is basically Red Bull for stocks. Techs still trading like it's 2022, so yeah, undervalued is an understatement. If the rally keeps its RSI in check, we might just see a golden cross on the charts. As for the HKD flexing? Could cool exports, but might lure in bargain-hunting global capital. Buckle up

Trumps knows the trade deficits and so by implementing tariffs, he hopes to create a new global order. He is not that crazy that many think he is. The real dealbreaker is whether this will pull through. He probably never expect China to retaliate, unlike in his first term as president. He doesn’t want a trade war where his own economy will suffer. He just wants to force parties to negotiate with him. I think the shift from West to east will definitely happen, but not in the next 5 or even 10 years. As long as the other countries cooperate with the US and US has a greater number of world on its side as it seems to be likely the case with many countries striking deals with it, and these countries trade more with the US than China, and the USD remains the preferred reserve currency, this shif

Can hold?Short to medium-term rallies are possible—especially if stimulus continues and global liquidity remains favorable. But a sustained bull market will require more fundamental shifts: structural reforms, stronger consumer confidence, and real estate stabilization.

Trumpiodic clearly shows the losing end would be the The United States and its citizens. They are the only would bear the cost of tariffs, not Chine, not Canada, not the other countries. Trump only view his position as the United States President top priority. Image the world where every US citizen can't buy what they want but only limited to what they can afford? Inflation would spiral, goods become scared and expensive to consume, and US only trade within their own States? This is the hard truth, economically and sociologically. No one in the world would benefit from Trade War, let alone any war. Dictatorship won't will the battle, its only worsen the bilateral relation between countries and brings only global recession. @Blinkfa