$Alibaba (BABA.US)$ $Hang Seng Index (800000.HK)$ Accumulate more shares on weakness and retracement from overheated RSI or profit taking after days of rocketing. Alibaba is going to head even higher, probably 150ish by end of the year. Big fiscal annoucments will also drop anytime. China will do whatever it takes to achieve its goals and growth target before end of year. Congratulations to all with good profits in the bag. Huat ah!
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$Hang Seng Index (800000.HK)$ $Alibaba (BABA.US)$ $DiDi Global Inc (DIDIY.US)$ $CapLand China T (AU8U.SG)$ $iShares China Large-Cap ETF (FXI.US)$ Continue to buy because all the global funds are just getting in now…
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$Alibaba (BABA.US)$ $Hang Seng Index (800000.HK)$ market will give you opportunities to buy more when there is retracement or consolidation. If you dont buy, big funds will buy. Remember its just the beginning. its not time to take profit yet.
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$CapLand China T (AU8U.SG)$ Faster grab your shares, use cash, srs or cpf. Soon it will no longer have such high dividend yield already, secure now!!!!
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$Hang Seng Index (800000.HK)$ $BABA-W (09988.HK)$ Host: Returning to china, you have a large position.AlibabaWhat are you buying now? You previously said that china will not exceed 10-20% of the position, but I see you have exceeded 20% recently. Does this mean you will buy more?
David Tepper: I only look at the risk-reward models. I increased my position on the day the Fed cut rates, and I increased it after the Fed in china made those statements. Yesterday, I increased my position again.
Host: Or is italibaba、jd.com、BaiduIs it these?
David Tepper: Everything, everything, ETF, futures, E-V-E-R-Y-T-H-I-N-G. Listen, last time I said buy everything in china, it was a long time ago, in 2010.
I actually hope to see a pullback now, and then add positions with my new fund without position limits. As long as I see a pullback, I will execute immediately. Look at these assets - single-digit PE, double-digit growth, listen, these things still have 50% of cash on hand, and then, if the renminbi continues to appreciate, they can buy back... (In theory, strong currency cash flow can be converted into weak US dollar buybacks...)
Host: You, as a hedge fund manager...
David Tepper: I only look at the risk-reward models. I increased my position on the day the Fed cut rates, and I increased it after the Fed in china made those statements. Yesterday, I increased my position again.
Host: Or is italibaba、jd.com、BaiduIs it these?
David Tepper: Everything, everything, ETF, futures, E-V-E-R-Y-T-H-I-N-G. Listen, last time I said buy everything in china, it was a long time ago, in 2010.
I actually hope to see a pullback now, and then add positions with my new fund without position limits. As long as I see a pullback, I will execute immediately. Look at these assets - single-digit PE, double-digit growth, listen, these things still have 50% of cash on hand, and then, if the renminbi continues to appreciate, they can buy back... (In theory, strong currency cash flow can be converted into weak US dollar buybacks...)
Host: You, as a hedge fund manager...
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