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Updated on October 18
Hong Kong and mainland China stock markets saw a strong rebound on Friday, driven by a series of positive announcements from the central bank, which reinforced its commitment to market support.
The $CSI 300 Index (000300.SH)$ jumped by as much as 3.7%, reversing three days of losses.
The People’s Bank of China launched a specialized re-lending facility to help companies buy back shares, along with a swap f...
Hong Kong and mainland China stock markets saw a strong rebound on Friday, driven by a series of positive announcements from the central bank, which reinforced its commitment to market support.
The $CSI 300 Index (000300.SH)$ jumped by as much as 3.7%, reversing three days of losses.
The People’s Bank of China launched a specialized re-lending facility to help companies buy back shares, along with a swap f...
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1. As a series of policy measures take effect, various economic indicators showed improvement in September.
The "two new" policies significantly boosted consumption of big-ticket items like cars, home appliances, and furniture, with manufacturing investment's year-on-year growth rate increasing for the first time in half a year.
The acceleration...
The "two new" policies significantly boosted consumption of big-ticket items like cars, home appliances, and furniture, with manufacturing investment's year-on-year growth rate increasing for the first time in half a year.
The acceleration...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Following a series of stimulus measures introduced by the Chinese government at the end of September, Chinese e-commerce stocks saw a rapid surge and subsequent pullback.
From September 24 to October 7, shares of China's top three e-commerce giants each surged over 30%, with $JD.com (JD.US)$ climbing nearly 60% and $PDD Holdings (PDD.US)$ almost 50%. However, since trading resumed after China's National Day holiday, thes...
From September 24 to October 7, shares of China's top three e-commerce giants each surged over 30%, with $JD.com (JD.US)$ climbing nearly 60% and $PDD Holdings (PDD.US)$ almost 50%. However, since trading resumed after China's National Day holiday, thes...
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Background
So very recently, China's central bank, the PBoC, made a move to further support the markets. This comes as data that shows that the Chinese economy saw the slowest expansion since last year. The almost instantaneous stimulus push sent a strong signal to investors that the Chinese government is serious about preventing the economy from slowing down any further. The proverbial line in the sand has been drawn. As shared during my Q4 2024 outlook, the Chi...
So very recently, China's central bank, the PBoC, made a move to further support the markets. This comes as data that shows that the Chinese economy saw the slowest expansion since last year. The almost instantaneous stimulus push sent a strong signal to investors that the Chinese government is serious about preventing the economy from slowing down any further. The proverbial line in the sand has been drawn. As shared during my Q4 2024 outlook, the Chi...
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$CapitaLandInvest (9CI.SG)$ $CapLand Ascendas REIT (A17U.SG)$
Suntec DPU -11%, MPAC -11%, Kit -60%, MLT -10%... DC+0.4%, CIT +14%...etc
REITs are badly hit after " not good" results been announced after 1 another... So now across the board , REITs face selling pressures![]()
except India trust and Data REITs .![]()
But 9C1 has announced one of the worst results in last q, so this round might show improvement... but china property arm still is a cancer cell.![]()
As for A17U, the Data portfolio will save the r...
Suntec DPU -11%, MPAC -11%, Kit -60%, MLT -10%... DC+0.4%, CIT +14%...etc
REITs are badly hit after " not good" results been announced after 1 another... So now across the board , REITs face selling pressures
But 9C1 has announced one of the worst results in last q, so this round might show improvement... but china property arm still is a cancer cell.
As for A17U, the Data portfolio will save the r...
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我站在高高的山顶上![]()
（Should i sell this?）
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China DOES NOT need a $1-2 trillion fiscal stimulus to save its economy.
Yes, most of Chinese household wealth is in real estate. And for the longest time, this contributed the most to rising wealth beyond doing business.
I also agree that fiscal stimulus is the best thing Beijing can do right now for its economy.
But here’s what happened in the past 5-7 years. (Sorry for the long thread)
![]()
1. The US launched a trade war and economic war aga...
Yes, most of Chinese household wealth is in real estate. And for the longest time, this contributed the most to rising wealth beyond doing business.
I also agree that fiscal stimulus is the best thing Beijing can do right now for its economy.
But here’s what happened in the past 5-7 years. (Sorry for the long thread)
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Stocks to Watch
Salesforce Inc (CRM US) $Salesforce (CRM.US)$
Daily Chart -[BULLISH ↗ **]CRM US is pushing higher after breakout out of an ascending wedge pattern. With 284.70 as support, a further push higher towards 1st resistance at 307.45 then next resistance at 317.30 is expected. Technical indicators are advocating for a bullish scenario.
Alternatively: A daily candlestick closing below 284.70 support will see a deeper pullb...
Salesforce Inc (CRM US) $Salesforce (CRM.US)$
Daily Chart -[BULLISH ↗ **]CRM US is pushing higher after breakout out of an ascending wedge pattern. With 284.70 as support, a further push higher towards 1st resistance at 307.45 then next resistance at 317.30 is expected. Technical indicators are advocating for a bullish scenario.
Alternatively: A daily candlestick closing below 284.70 support will see a deeper pullb...
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PBOC, NFRA, AND CSRC HELD A MEETING WITH MAJOR FINANCIAL INSTITUTIONS ON IMPLEMENTS OF FINANCIAL INCREMENTAL POLICIES.
PBOC:
TO BOOST CREDIT SUPPORT FOR THE REAL ECONOMY.
TO ENSURE REASONABLE MONETARY AND CREDIT GROWTH, AND BOOST FINANCING FOR SME BUSINESSES.
TO ENSURE ADJUSTMENTS TO REDUCE EXISTING MORTGAGE RATES.
TO SUPPORT STABLE DEVELOPMENT OF CAPITAL MARKETS.
$BANK OF CHINA (03988.HK)$ $Bank Of China (601988.SH)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $NASDAQ Golden Dragon China (.HXC.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$
PBOC:
TO BOOST CREDIT SUPPORT FOR THE REAL ECONOMY.
TO ENSURE REASONABLE MONETARY AND CREDIT GROWTH, AND BOOST FINANCING FOR SME BUSINESSES.
TO ENSURE ADJUSTMENTS TO REDUCE EXISTING MORTGAGE RATES.
TO SUPPORT STABLE DEVELOPMENT OF CAPITAL MARKETS.
$BANK OF CHINA (03988.HK)$ $Bank Of China (601988.SH)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $NASDAQ Golden Dragon China (.HXC.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$
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In my recent journey through the Chinese stock market, I've experienced both the exhilarating highs of initial gains and the sobering lows of unexpected losses. Initially optimistic due to government policies and interventions, I invested heavily in Chinese equities, confident in a bullish outlook. However, as the market surged and then sharply retreated, many investors, including myself, found ourselves facing significant losses. I ended up los...
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stefanita : Short China
钱爱我我爱钱 stefanita : shorting is over lah....dun get killed ah
Tonya Reeves593 : hi
joemamaa :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")