What to make of yesterday's sudden rebound in Chinese shares amid tariff threats?

– Some investors may have been confounded by yesteday afternoon's sudden rebound in Chinese shares, especially as the gains come in the wake of Donlad Trump's social media posts on imposing an extra 10% tariffs on Chinese goods

– According to a Bloomberg article yesterday, an unverified screenshot circulated in online chat groups showing that the Central Economic Work Conference will be held earlier than expected and will set the 2025 fiscal deficit target at a higher-than-usual ratio.

– There is therefore new speculation that that this Central Economic Work Conference brought forward to December may unleash more stimulus

– Could this be the fresh catalyst that investors of Chinese shares and Hong Kong indices are looking for after the cooling of the stimulus-driven in October?

– Investors who foresee a breakout of the Hang Seng Index and Hang Seng Tech Index may wish to use HSI or HSTECH warrants to obtain a leveraged exposure to either index, while those keen to gain leveraged exposure on specific Chinese shares can consider call or put warrants tracking the likes of Alibaba, China Life, JD.com, Meituan, Tencent etc.