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Morgan Stanley’s China Chief Economist Xing Ziqiang emphasized that while monetary easing can stabilize expectations, robust fiscal policies, such as strengthening social security reforms, are essential to address structural issues like low consumption rates.
$KraneShares CSI China Internet ETF (KWEB.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$
$KraneShares CSI China Internet ETF (KWEB.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$
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$ALCO HOLDINGS (00328.HK)$ sell immediately now if you have !!!
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This is BIG news for $HKEX (00388.HK)$ and will be another feather on its cap. The undisputed leader in EV batteries will hopefully get an IPO in the city.
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$
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CHINA NOV AVERAGE HOME PRICES FELL 0.2% ON MONTH VS. 0.51% DROP IN OCT, AVERAGE HOME PRICES FELL 6.1% ON YEAR VS. 6.2% DROP.
MORE CITIES SAW HOUSING PRICE M/M INCREASES. HOME PRICES FELL ON MONTH IN 49 OF 70 CITIES VS. 63, FELL ON YEAR IN 67 OF 70 CITIES VS. 67 IN OCT.
$COUNTRY GARDEN (02007.HK)$ $CG SERVICES (06098.HK)$ $AGILE GROUP (03383.HK)$ $AGILE GROUP HOLDIN (AGPYY.US)$ $LONGFOR GROUP HLDG (LGFRY.US)$ $LONGFOR GROUP (00960.HK)$ $EVERGRANDE (03333.HK)$
MORE CITIES SAW HOUSING PRICE M/M INCREASES. HOME PRICES FELL ON MONTH IN 49 OF 70 CITIES VS. 63, FELL ON YEAR IN 67 OF 70 CITIES VS. 67 IN OCT.
$COUNTRY GARDEN (02007.HK)$ $CG SERVICES (06098.HK)$ $AGILE GROUP (03383.HK)$ $AGILE GROUP HOLDIN (AGPYY.US)$ $LONGFOR GROUP HLDG (LGFRY.US)$ $LONGFOR GROUP (00960.HK)$ $EVERGRANDE (03333.HK)$
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This is going to hurt the US far more than it will China.
The US has very little capacity to produce legacy chips at a realistic price. It is a mass-market product that is quickly being dominated by China, which supplies the global electronics industry. The US can't undo this without causing a great deal of harm to itself and its consumers.
Nobody in their right mind will invest tens of billions in legacy chip manufacturing in new loca...
The US has very little capacity to produce legacy chips at a realistic price. It is a mass-market product that is quickly being dominated by China, which supplies the global electronics industry. The US can't undo this without causing a great deal of harm to itself and its consumers.
Nobody in their right mind will invest tens of billions in legacy chip manufacturing in new loca...
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The big worry here to me is, without a solid recovery in confidence by locals about the prospects of the economy, they will continue to save instead of invest at home. Yes, Chinese could start increasing investments overseas. Manufacturers are already pouring billions to de-risk their China-centric operations. But this will be restrained by intense scrutiny in the West. Beijing needs to get serious about helping the consumer and its property market ge...
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$Hang Seng Index (800000.HK)$
They said not to be crazy cows, but slow cows, I thought the cow they were talking about is this cow..
In fact, you are indeed this cow.. a little cow.
They said not to be crazy cows, but slow cows, I thought the cow they were talking about is this cow..
In fact, you are indeed this cow.. a little cow.
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$CMSC (06099.HK)$
Recently, a package of incremental policies continues to be introduced, focusing on the pain points and bottlenecks in the current economic operation, comprehensively responding to market demands, allowing enterprises to feel the strong determination to promote sustained economic recovery, and also strengthening everyone's belief in taking action and moving forward courageously.
We see that the promotion of legislation on private economy and a series of legal system constructions have provided a good legal framework for private enterprises to compete vigorously. Enhancing the consistency of macroeconomic policy orientation and promoting the effectiveness of policy implementation, truly forming a policy synergy, enabling enterprises to concentrate better on their core business and develop peacefully.
The Internet and other digital technology industries play an important role in boosting the economy. Over the years, we have actively responded to the country's strategy to expand domestic demand, actively explored the development of digital consumption, focused on creating richer consumption scenarios, models, and formats. Next, we need to increase investment in the direction encouraged by policies, promote entrepreneurship, and deeply integrate technological innovation and industrial upgrading.
In recent years, China's Internet companies have significantly improved their overall compliance level, development quality, internal management level, and social contribution. Standing at a new starting point, we need to comprehensively improve quality and efficiency, optimize business layout, and promote the healthy and sustainable development of business.
Under the leadership of the party and the government, with hard work and unity, I believe private enterprises will definitely have a bright future, and the Chinese economy will definitely forge ahead against the wind and waves.
本文作者：马化...
Recently, a package of incremental policies continues to be introduced, focusing on the pain points and bottlenecks in the current economic operation, comprehensively responding to market demands, allowing enterprises to feel the strong determination to promote sustained economic recovery, and also strengthening everyone's belief in taking action and moving forward courageously.
We see that the promotion of legislation on private economy and a series of legal system constructions have provided a good legal framework for private enterprises to compete vigorously. Enhancing the consistency of macroeconomic policy orientation and promoting the effectiveness of policy implementation, truly forming a policy synergy, enabling enterprises to concentrate better on their core business and develop peacefully.
The Internet and other digital technology industries play an important role in boosting the economy. Over the years, we have actively responded to the country's strategy to expand domestic demand, actively explored the development of digital consumption, focused on creating richer consumption scenarios, models, and formats. Next, we need to increase investment in the direction encouraged by policies, promote entrepreneurship, and deeply integrate technological innovation and industrial upgrading.
In recent years, China's Internet companies have significantly improved their overall compliance level, development quality, internal management level, and social contribution. Standing at a new starting point, we need to comprehensively improve quality and efficiency, optimize business layout, and promote the healthy and sustainable development of business.
Under the leadership of the party and the government, with hard work and unity, I believe private enterprises will definitely have a bright future, and the Chinese economy will definitely forge ahead against the wind and waves.
本文作者：马化...
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