CN Assets Pick|02:Why Is Smart Money Buying the Dip in Chinese Assets?
Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil
China Assets Back to Street! After HSI Breaks 25000, Ride or Run?
The Hang Seng Index (HSI) recently surged past the 25,000 mark, reigniting investor interest and bringing China assets back into the spotlight. HSI (HSI) Yes, China Assets Are Rising… But I’m Still Watching from the Sidelines Let me start by saying: I don’t currently own any China-related assets, and at this point, I don’t plan to buy any either. This isn’t because I doubt the long-term potential of Chinese companies—many of them are highly innovative, resilient, and offer real growth stories. The hesitation comes from a few very practical, personal reasons. 1. I Struggle to Buy When Prices Have Already Jumped Like many investors, I try to follow the classic wisdom of “buy low, sell high.” With the HSI rallying sharply and many individual China stocks surging off their lows, I find myself
China assets are storming back into the spotlight as the Hang Seng Index (HSI) breaks decisively above 25,000—a level that looked almost impossible just months ago. The rebound is undeniable: battered valuations, renewed policy support, and a global search for bargains have made Chinese equities and ETFs among the world’s top performers in recent weeks. Flows are returning, momentum traders are piling in, and suddenly the phrase “China comeback” is on everyone’s lips. The big question: Is this the start of a sustained bull run, or another false dawn in a market infamous for sharp rallies followed by painful reversals? There’s a solid bull case. Valuations for China assets are still among the lowest in major markets, and Beijing has made it clear that stability and growth are top priorities
I've been closely watching the recent surge in China ETFs, particularly with YINN $Direxion Daily FTSE China Bull 3X Shares(YINN)$ rising for five consecutive days. The Hang Seng Index breaking past 25,000 is a significant milestone, and it has me wondering whether this marks a boom or an upcoming bust. The momentum in China assets is hard to ignore, and I find myself intrigued by the possibilities this could bring. I believe this could be a genuine opportunity rather than a crisis. Chinese stocks have been undervalued for many years, and it feels like they are finally entering a new bull market. I am optimistic that there is more growth to come, especially with the positive movement we are seeing now. This ali
📌 China ETFs Surge 5 Days 🚀 HSI Breaks 25,000: Boom or Bust? 🔥 Breakout Alert! China markets are heating up! 🔥 The Hang Seng Index just pushed through 25,000 — a level not seen since early 2022 — and China ETFs like $YINN have surged for five straight sessions. The rally’s got traders asking: is this the real deal… or another quick flip? 📈 What’s Driving the Rally? The momentum kicked off with PBOC policy support and rumors of state fund buying 🏦. That lit a fire under beaten-down sectors like tech and property, which had been lagging for months. 📊 Foreign investors are re-entering the market via Stock Connect, and hedge funds have been spotted building positions in names like $Alibaba(BABA)$ and
Caution is to be exercised duh. With every crazy climb like that, a fall is inevitable. Any cracks can lead to crazy downturn rapidly. So be sharp, observant and watch the market like a hawk for those keen on investing in China stocks.
China’s markets are suddenly roaring back to life, with China ETFs like YINN racking up five straight green days and the Hang Seng Index (HSI) finally cracking that psychological 25,000 mark. It’s a dramatic turnaround after years of being the global market’s “problem child,” plagued by regulatory crackdowns, property-sector meltdowns, and foreign capital flight. Now, the rally is fast and furious, and everyone’s asking: is this the start of a sustainable boom, or just another bear-market trap before the next crisis? There are real reasons for the bounce. Policy support from Beijing is finally getting traction, capital inflows from mainland investors have ramped up, and valuations are so beaten down that even a whiff of good news sends prices flying. Sectors like banks, tech, and consumer
The Hang Seng Index has pushed past 25,000 📈, and China equities are back on the radar. But all eyes are now on next week’s U.S.–China negotiations — a potential turning point for the market. Investors are watching for signs of policy alignment, improved relations, and broader support for growth. If talks go well, it could add fuel to the recent rally 🔥. Valuations remain low, but sentiment is still cautious. The next move might not come from the charts — but from the outcome of a key meeting 🤝. One to watch closely.
China’s Market Explosion: HSI Smashes 25,000, YINN Soars—Boom or Bust?
The Chinese stock market is ablaze, with the Hang Seng Index (HSI) surging past 25,000 to 26,500, a 55.6% year-to-date (YTD) gain, and the Direxion Daily FTSE China Bull 3X Shares ETF (YINN) riding a 5-day winning streak, up 3.98% to $47.31. Fueled by aggressive government stimulus, economic recovery signals, and a $5.4 billion influx from South Korean investors, this rally has investors buzzing: Is this a sustainable boom, or are we on the brink of a bust? Should you hold China assets like YINN, Xiaomi, or BYD, or brace for a correction? This report dives into the rally’s drivers, risks, and strategic investment approaches to capitalize on this momentum while managing volatility. The Rally’s Rocket Fuel The HSI’s breakout above 25,000, its highest since August 2014, and YINN’s surge refle
Why Korean investors are pouring into China market and not their own market. Why not US market? Why China? China's businesses are not something I'd like to invest in. Most businesses cut corners, fake it till they make it, fake it until they can fake it no more then go bust; not my cup of tea. @SPACE ROCKET @LULU ROCKET @MillionaireTiger @Aqa @PhoenixBee
Why? Investing in China stock market seems risky to me. I never like China's business because a huge chunk of them are corrupt and unethical. Today open shop, tml close shop, along with your investments with it. So invest in these companies at your own risk.
Korean Billions IgAnite China: Is the Hang Seng’s 25,000 Breakout Just the Start?
South Korean investors are making waves, pouring over $5.4 billion into Mainland China and Hong Kong stock markets in 2025, fueling a historic rally in the Hang Seng Index (HSI), which smashed through 25,000 to reach 26,500, a 55.6% year-to-date (YTD) gain. Top net-bought stocks like Xiaomi, BYD Co., CATL, Alibaba, Laopo Gold, and Pop Mart are riding this wave, driven by optimism about China’s economic recovery and undervalued assets. As U.S. tech stocks face sell-offs amid high valuations, investors are eyeing Chinese tech and consumer stocks for value and growth. But is this rally sustainable, or are risks like trade tensions and economic slowdowns looming? This report dives into the Korean investment surge, the HSI’s breakout, top stock picks, and strategic investment approaches to capi
“Korea Bets Big on China: A Contrarian Play With Upside?
$China A50 Index - main 2507(CNmain)$ In a global investment landscape increasingly shaped by geopolitical uncertainty and shifting economic alliances, one trend has caught the attention of markets: South Korean investors are quietly pouring billions of dollars into China’s equity and bond markets. The move comes at a time when Western investors remain cautious on Chinese assets, amid concerns over regulatory crackdowns, sluggish growth, and U.S.-China tensions. Yet for Korean institutions and retail investors alike, China represents both a contrarian bet and a strategic opportunity — a way to diversify portfolios, tap into undervalued assets, and position for long-term regional integration. Is this capital inflow a sign that confidence in Chi
World’s Largest EV Battery Maker CATL Nears Breakout After 9-Month Base: Is Momentum Building?
CATL (Contemporary Amperex Technology Co.) ( $CATL(03750)$ ) – Technical Analysis CATL is a major EV battery manufacturer, listed on both the Shenzhen Stock Exchange (SZSE) and Hong Kong Stock Exchange (HKEX). The SZSE listing is its primary listing. It was later dual-listed in HKEX, offering global investors more access to the company’s shares. SZSE Chart (Daily Timeframe) Price recently rebounded strongly from a multi-month base. It is now approaching a key resistance zone, marked by past price peaks around CNY288. The rally has been steep, and momentum is strong — but the zone ahead may present technical resistance. HKEX Chart (60-min) On the HKEX 60-min chart above, price has broken above the HKD395 resistance, showing bullish momentum.
Not into HK stocks but typically stocks rally around this period and take a break in Sept, so nothings new. Just trade the waves with caution and intellect.
Silenced but finally broken 25k Even though the morning train to London beats HSI HK revolver it's really whatever you need anything else from medely Kombat
CN Assets Pick|02:Why Is Smart Money Buying the Dip in Chinese Assets?
Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil
HSI Soars Past 25,000: Is This the Dawn of a New Bull Run or a Temporary High?
The Hang Seng Index ( $HSI(HSI)$ ) ignited fireworks on July 21, 2025, briefly crossing the 25,000 mark intraday to hit 25,010.90, its highest level since February 2022, before closing at 24,916.79. With a year-to-date (YTD) gain of over 24%, this milestone has investors buzzing: Is this the start of a sustained bull market, or will the HSI consolidate again as it has in past rallies? Fueled by a global AI boom, Chinese tech giants, and spillover from U.S. investment policies, the HSI’s breakout signals robust momentum—but historical volatility and geopolitical risks keep the outlook cautious. This report dives into the drivers of the HSI’s surge, its potential for further gains, and strategic investment approaches to capitalize on this rally while
China’s Market Explosion: HSI Smashes 25,000, YINN Soars—Boom or Bust?
The Chinese stock market is ablaze, with the Hang Seng Index (HSI) surging past 25,000 to 26,500, a 55.6% year-to-date (YTD) gain, and the Direxion Daily FTSE China Bull 3X Shares ETF (YINN) riding a 5-day winning streak, up 3.98% to $47.31. Fueled by aggressive government stimulus, economic recovery signals, and a $5.4 billion influx from South Korean investors, this rally has investors buzzing: Is this a sustainable boom, or are we on the brink of a bust? Should you hold China assets like YINN, Xiaomi, or BYD, or brace for a correction? This report dives into the rally’s drivers, risks, and strategic investment approaches to capitalize on this momentum while managing volatility. The Rally’s Rocket Fuel The HSI’s breakout above 25,000, its highest since August 2014, and YINN’s surge refle
Korean Billions IgAnite China: Is the Hang Seng’s 25,000 Breakout Just the Start?
South Korean investors are making waves, pouring over $5.4 billion into Mainland China and Hong Kong stock markets in 2025, fueling a historic rally in the Hang Seng Index (HSI), which smashed through 25,000 to reach 26,500, a 55.6% year-to-date (YTD) gain. Top net-bought stocks like Xiaomi, BYD Co., CATL, Alibaba, Laopo Gold, and Pop Mart are riding this wave, driven by optimism about China’s economic recovery and undervalued assets. As U.S. tech stocks face sell-offs amid high valuations, investors are eyeing Chinese tech and consumer stocks for value and growth. But is this rally sustainable, or are risks like trade tensions and economic slowdowns looming? This report dives into the Korean investment surge, the HSI’s breakout, top stock picks, and strategic investment approaches to capi
I've been closely watching the recent surge in China ETFs, particularly with YINN $Direxion Daily FTSE China Bull 3X Shares(YINN)$ rising for five consecutive days. The Hang Seng Index breaking past 25,000 is a significant milestone, and it has me wondering whether this marks a boom or an upcoming bust. The momentum in China assets is hard to ignore, and I find myself intrigued by the possibilities this could bring. I believe this could be a genuine opportunity rather than a crisis. Chinese stocks have been undervalued for many years, and it feels like they are finally entering a new bull market. I am optimistic that there is more growth to come, especially with the positive movement we are seeing now. This ali
“Korea Bets Big on China: A Contrarian Play With Upside?
$China A50 Index - main 2507(CNmain)$ In a global investment landscape increasingly shaped by geopolitical uncertainty and shifting economic alliances, one trend has caught the attention of markets: South Korean investors are quietly pouring billions of dollars into China’s equity and bond markets. The move comes at a time when Western investors remain cautious on Chinese assets, amid concerns over regulatory crackdowns, sluggish growth, and U.S.-China tensions. Yet for Korean institutions and retail investors alike, China represents both a contrarian bet and a strategic opportunity — a way to diversify portfolios, tap into undervalued assets, and position for long-term regional integration. Is this capital inflow a sign that confidence in Chi
Hong Kong Stocks Surge Past 25,000: Room to Run or Time to Caution?
$HSI(HSI)$ The Hang Seng Index (HSI), Hong Kong’s flagship equity benchmark, has finally pierced through the psychological 25,000 level — a threshold many investors have watched for months as a signal of renewed confidence in the city’s battered stock market. Driven by a confluence of improving macroeconomic signals, policy support from Beijing, and bargain hunting by global investors, the HSI’s latest rally has added nearly 15% over the past quarter and is up over 20% year-to-date. But now that the index has surpassed this milestone, a critical question emerges: is this the beginning of a sustainable bull run for Hong Kong equities, or are valuations running ahead of fundamentals in a still-uncertain environment? This article dives into the driver
World’s Largest EV Battery Maker CATL Nears Breakout After 9-Month Base: Is Momentum Building?
CATL (Contemporary Amperex Technology Co.) ( $CATL(03750)$ ) – Technical Analysis CATL is a major EV battery manufacturer, listed on both the Shenzhen Stock Exchange (SZSE) and Hong Kong Stock Exchange (HKEX). The SZSE listing is its primary listing. It was later dual-listed in HKEX, offering global investors more access to the company’s shares. SZSE Chart (Daily Timeframe) Price recently rebounded strongly from a multi-month base. It is now approaching a key resistance zone, marked by past price peaks around CNY288. The rally has been steep, and momentum is strong — but the zone ahead may present technical resistance. HKEX Chart (60-min) On the HKEX 60-min chart above, price has broken above the HKD395 resistance, showing bullish momentum.
China Assets Back to Street! After HSI Breaks 25000, Ride or Run?
The Hang Seng Index (HSI) recently surged past the 25,000 mark, reigniting investor interest and bringing China assets back into the spotlight. HSI (HSI) Yes, China Assets Are Rising… But I’m Still Watching from the Sidelines Let me start by saying: I don’t currently own any China-related assets, and at this point, I don’t plan to buy any either. This isn’t because I doubt the long-term potential of Chinese companies—many of them are highly innovative, resilient, and offer real growth stories. The hesitation comes from a few very practical, personal reasons. 1. I Struggle to Buy When Prices Have Already Jumped Like many investors, I try to follow the classic wisdom of “buy low, sell high.” With the HSI rallying sharply and many individual China stocks surging off their lows, I find myself
Laopu Gold Lands in SG: Can Zhou Liu Fu Catch Up in Stock Market?
$LAOPU GOLD(06181)$ new store in Singapore will officially open on June 21. This will be the brand's first overseas store.Who is Laopu Gold?Over the past few months, Laopu Gold has taken both the consumer and capital markets by storm, becoming a hot topic. On June 5, its share price broke past HK$1,000, reaching a high of HK$1,015 before closing at HK$904, making it the new “king of Hong Kong stocks.” Despite a recent pullback, Laopu Gold’s stock is up 241% year-to-date, significantly outperforming other gold stocks. Since its IPO in July 2024, the stock has surged more than 10x in less than a year.In China, Laopu Gold continues to see long queues at premium shopping malls. The craze has drawn attention from the global luxury sect
Weekly | HSI Eyes Yearly Peak After Major Data Release!
This week, the Hong Kong stock market continued its upward momentum, with the $HSI(HSI)$ rising 2.84% to close at 24,825.66, just shy of its year-high at 24,874.39.Key Domestic DataJune’s retail sales grew by 4.8% YoY, reaching 42.3 trillion yuan. However, this was a significant drop from May’s 6.4% growth. On the flip side, China’s exports rose by 5.8% YoY in June, surpassing economists' expectations of 5% and outpacing May's 4.8%.Overseas UpdatesThe US core CPI rose by 2.9% YoY in June, meeting expectations but slightly up from May's 2.8%. Monthly growth edged up to 0.2%, missing the 0.3% forecast for the fifth straight month. Meanwhile, the US stock market saw a surge in AI-related stocks after $NVIDIA(NVDA
Laopu Gold Shatters HKD 1,000: Singapore Store Sparks Frenzy
$LAOPU GOLD CO LTD(LPGCY)$$LAOPU GOLD(06181)$ Laopu Gold’s stock has ignited the market, blasting past HKD 1,000 with a jaw-dropping 16% intraday surge on June 30. The catalyst? The grand opening of its first overseas store at Singapore’s Marina Bay Sands on June 21. Analysts on the ground report a flood of visitors, a staggering 95% conversion rate, and 4 to 10 transactions per hour—numbers that have Wall Street heavyweight JPMorgan doubling down on its bullish outlook. So, what’s fueling this gold rush, and can Laopu Gold strike it rich beyond China’s borders? Let’s unpack the story. Marina Bay Sands: A Golden Debut The Marina Bay Sands store isn’t just a new location—it’s a statement. Nestled in one
Hello everyone! Today i want to share some technical analysis with you!1. $SharpLink Gaming(SBET)$ Talk about a launchpad...This could potentially pull an SBET type move.Image2. $JD.com(JD)$ Beautiful setup on the monthly candle.Image3. $Alibaba(BABA)$ When in doubt, zoom out.Image4. $S&P 500(.SPX)$ Weekend update. After a slight pullback today from the open, we are back to pretty much even on the day. Overall, a daily close above the previous high of $627.86 technically triggers the next upside target which is the 1.618 extension of the July 15-16th measured move at $633.92. The weekly candle chart is showing a volume
The Hang Seng Index (HSI) crossing the 25,000 mark—its highest level since February 2022 and now up over 24% YTD—marks a significant technical and psychological milestone. This move is driven by a combination of improving sentiment, policy support from Beijing, and foreign capital inflows. However, whether "this time is different" depends on several structural and cyclical factors. --- 🔍 Current Drivers Behind the Rally 1. Policy Easing from Beijing: Recent signals of stronger fiscal stimulus, support for the property market, and improved credit availability have lifted market confidence. 2. Tech Sector Recovery: Chinese tech giants like Alibaba, Tencent, and Meituan have rebounded amid regulatory stabilisation and buybacks. 3. Valuation Appeal: The HSI trades at a much lower forward P/E c
📌 HSI Breaks 25,000! 📈 Is Hong Kong's Market Rally Just Getting Started? 🔥 The Hang Seng Index just smashed past the 25,000 mark — its highest level since February 2022. Chinese tech is surging, property names are bouncing, and optimism is building. But is this the start of a sustained bull run… or just another trap for the eager? 🤔 💡 What’s Fueling the Rally? The recent momentum has been driven by a mix of stimulus optimism, improving investor sentiment, and bargain hunting. Beijing’s tone has shifted in the past few months — from defending the yuan and stabilising the property market to openly discussing targeted stimulus. That includes fresh liquidity from the PBOC, relaxed mortgage restrictions, and hints of fiscal support for local governments. All of this is feeding into hopes of a r
The Hang Seng Index soaring past 25,000 isn’t just technical fireworks—it signals a deeper, multi-layered shift in investor behavior and market fundamentals. ⸻ 1. Mainland capital flooding in Hong Kong has been a magnet for Chinese money this year. A record US $90 billion flowed in via Stock Connect in H1 2025—about 50% of daily turnover, up from 30% last year—driven by mainland investors seeking cheaper H-shares and yield opportunities  . That trend alone has been a powerful undercurrent powering the rally. ⸻ 2. Yield-hungry demand for banks & insurers Chinese banks listed in Hong Kong, such as CCB, ICBC, and ABC, have surged 25–36%, while insurers are ramping up positions to chase juicy dividend yields in the 4.5–5.7% range—well above bond returns . It’s a bond-proxy rally with a
China assets are storming back into the spotlight as the Hang Seng Index (HSI) breaks decisively above 25,000—a level that looked almost impossible just months ago. The rebound is undeniable: battered valuations, renewed policy support, and a global search for bargains have made Chinese equities and ETFs among the world’s top performers in recent weeks. Flows are returning, momentum traders are piling in, and suddenly the phrase “China comeback” is on everyone’s lips. The big question: Is this the start of a sustained bull run, or another false dawn in a market infamous for sharp rallies followed by painful reversals? There’s a solid bull case. Valuations for China assets are still among the lowest in major markets, and Beijing has made it clear that stability and growth are top priorities
📌 China ETFs Surge 5 Days 🚀 HSI Breaks 25,000: Boom or Bust? 🔥 Breakout Alert! China markets are heating up! 🔥 The Hang Seng Index just pushed through 25,000 — a level not seen since early 2022 — and China ETFs like $YINN have surged for five straight sessions. The rally’s got traders asking: is this the real deal… or another quick flip? 📈 What’s Driving the Rally? The momentum kicked off with PBOC policy support and rumors of state fund buying 🏦. That lit a fire under beaten-down sectors like tech and property, which had been lagging for months. 📊 Foreign investors are re-entering the market via Stock Connect, and hedge funds have been spotted building positions in names like $Alibaba(BABA)$ and
China’s markets are suddenly roaring back to life, with China ETFs like YINN racking up five straight green days and the Hang Seng Index (HSI) finally cracking that psychological 25,000 mark. It’s a dramatic turnaround after years of being the global market’s “problem child,” plagued by regulatory crackdowns, property-sector meltdowns, and foreign capital flight. Now, the rally is fast and furious, and everyone’s asking: is this the start of a sustainable boom, or just another bear-market trap before the next crisis? There are real reasons for the bounce. Policy support from Beijing is finally getting traction, capital inflows from mainland investors have ramped up, and valuations are so beaten down that even a whiff of good news sends prices flying. Sectors like banks, tech, and consumer
This breakout attempt is doomed to fail - and here’s why it’s actually bearish. Everyone’s getting excited about the technical setup, but I think we’re missing the fundamental reality: China’s stimulus is fake stimulus. Beijing keeps announcing “support measures” but they’re mostly just liquidity injections and regulatory tweaks, not real fiscal spending. The property sector is still imploding, local government debt is spiraling, and consumer confidence is broken. You can’t technical-analysis your way around a balance sheet recession. The three previous failures weren’t coincidences. Each time HSI approached 25,000, international investors used the rally to reduce China exposure. This isn’t a resistance level - it’s an exit ramp. Foreign capital outflows from Hong Kong equities are structu