$DBS Group Holdings(D05.SG)$ Hope can see 34 today 😁

$Bit Digital(BTBT.US)$ How low is this going to sink? There is no bottom for this stock?

As a newcomer to the rubber market, my biggest mistake in trading was: 1. Chasing up and falling. Seeing that individual stocks were gaining a lot, they blindly participated without any analysis. As a result, they became chive dishes that were slaughtered, and in the end, they had to leave the market by cutting meat; $Rivian Automotive(RIVN.US)$ . Learn lessons, and if high-priced individual stocks want to participate, buy on the same day and sell on the same day to reduce risk.
2. Blindly optimistic. If individual stocks are not sold in time during the rise, they will always think that they will go away; as a result, in many cases, profits are not preserved; instead, losses are lost. After that, I learned to throw high and breathe low $SPDR S&P 500 ETF(SPY.US)$ Earn the band's price difference 😁😁😁
3. Wrong buying and selling point. In the process of falling individual stocks, positions were blindly increased without analysis. The result was that the more positions were increased, the more overtaken. $Alibaba(BABA.US)$ . Afterwards, set the right mindset, learn to analyze, type in the wrong price increase reminder, so that it will be thrown out when a certain profit is earned, avoid buying too high and selling low, and gradually get out of the duvet cover situation.
4. Not patient. There are many times when individual stocks do not see an increase but fall. They feel that these are junk stocks without analysis, and even leave the market without analysis. The first of these is that stock selection will not be selected; 2 is that there is no patience. In fact, after the profit was exhausted, the risk decreased. Then, after the stock was sold, the stock price went up, and it was too late to regret it. $Apple(AAPL.US)$

My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
We are well aware that the non-Chinese media has been circulating negative market and economic narratives over Chinese economy. Evergrande debt default as well as a few other property developers like Kaisa, etc had also announced the difficulty to meet payment deadlines and expressed liqudity concerns.
Soon after, there are reports that said Evergrande's creditors are filing for 13 billion USD liabilities claims from Evergrande. PBOC of China has stated that this will not be a market event disrupting market stability in China and Hong Kong but nevertheless, we note that Guangdong state has sent in a restructuring team to the headquarter of Evergrande to "assist" in such matters.
But all in all, RMB is still strong and PBOC has recently reduced the reserve deposit to be maintained at the banks thereby releasing more liquidity into the system. Bearing in mind the strong RMB may not help in exports though China has been pushing for its own domestic consumption to support its GDP, we nevertheless know that a too strong RMB would not be ideal. This comes at a time when USD in itself is also appreciating meaning RMB has appreciated way stronger than years ago. So how can PBOC and Chinese authorities come out with new measures?
I predict that PBOC will eventually work with CSRC, cyberspace admin, SAFE to allow the overseas investment by Chinese citizens thereby allowing the demand and supply balance of RMB (out and in) to be healthier rather than simply allowing strong demand for RMB due to the opening of its financial markets. As for the tech regulations, I believe it will be clarified in 2022 given that tech companies have grown to become so important to China's economy. If this is the case, then hopefully the PBOC and CSRC can have a good talk with cyberspace admin to say that the pressure on tech companies should be less intensive so that these tech companies can contribute to tax revenue to the country as well as generating jobs for China. Also, this can provide more inflows of funds into the tech companies once the tech regulations have been clarified.
These two steps are two logical steps.... But will China really do these two logical steps? I will leave it to time to show if my analysis and predictions will be right.
As always, this should not be construed as any investment or trading advice.
$UP Fintech(TIGR.US)$ $Futu Holdings Ltd(FUTU.US)$ $NTES-S(09999.HK)$ $NetEase(NTES.US)$ $Alibaba(BABA.US)$ $HUYA Inc(HUYA.US)$ $Bilibili(BILI.US)$ $BILIBILI-W(09626.HK)$ $KUAISHOU-W(01024.HK)$ $Hang Seng TECH Index(800700.HK)$ $iShares Hang Seng TECH ETF(03067.HK)$ $DouYu(DOYU.US)$ $Baidu(BIDU.US)$ $Weibo(WB.US)$ $Haier Smart Home(600690.SH)$ $XIAOMI-W(01810.HK)$ $Lenovo(05562.HK)$ $JD.com(JD.US)$ $MEITUAN-W(03690.HK)$ $Meituan(ADR)(MPNGF.US)$ $PDD Holdings(PDD.US)$

$Futu Holdings Ltd(FUTU.US)$ $Alibaba(BABA.US)$ $NIO Inc(NIO.US)$ $JD.com(JD.US)$
https://www.cnbc.com/2021/12/15/us-china-most-chinese-companies-could-delist-from-us-says-tcw-group.html
This seems to be the reason for this accelerated sell-off in Chinese stocks but I think this is just temporary FUD and something we need to ignore for now.

$TENCENT(00700.HK)$ who knows what happened?

GOLDMAN: “ .. $Microsoft(MSFT.US)$ , $Alphabet-A(GOOGL.US)$ , $Apple(AAPL.US)$ , $NVIDIA(NVDA.US)$ and $Tesla(TSLA.US)$ together account for more than one third of the S&P 500’s 26% YTD return. .. these stocks now make up 22% of the S&P 500 by market cap, a 4 pp increase from the start of the year.”

BlackRock, the world's largest asset management institution, is cutting its exposure to Indian equities and becoming more optimistic about Chinese stocks because of attractive valuations. "Valuation is key now," said Belinda Boa, head of active investment for Asia Pacific at BlackRock. "We are starting to gain in China compared to What India has done this year and are more optimistic about growth stocks in China."
Blackrock has recalibrated its Asia-focused portfolio from underweight to neutral on Chinese stocks and scaled back its underweight expectations for Internet services companies.
Ubs is also bullish on Hong Kong stocks in 2022, forecasting a return of 7%-13% and a hang Seng target of 27,000 points.
Ubs said the expected resumption of customs clearance in Hong Kong and the mainland will drive some corporate earnings recovery, and Hong Kong banks, customs clearance beneficiaries and high dividend yield stocks will outperform the market in 2022 amid slower growth, tighter liquidity and higher real yields. Bullish on Macau gaming stocks and Hong Kong retail stocks.
$TENCENT(00700.HK)$ $BABA-SW(09988.HK)$ $MEITUAN-W(03690.HK)$ $XPENG-W(09868.HK)$ $LI AUTO-W(02015.HK)$ $JD-SW(09618.HK)$ $XIAOMI-W(01810.HK)$ $Hang Seng TECH Index(800700.HK)$ $Hang Seng Index(800000.HK)$