China stocks are back in action! 🚀 After a big political meeting, next year’s game plan is clear: more fiscal spending and easier monetary policy. Sounds big, right? The last time we saw this kind of "double easing" was 2008—feels like déjà vu! 🕰️Today’s market was a mixed bag though—so where’s the momentum heading next? 🤔
Here’s the gist:
1️⃣ Boost consumer spending (yes, they’re serious about it)
2️⃣ Push tech innovation and industrial upgrad...

Should we Buy the dip, or clear the ship?
As for the sudden surge that happened today in Chinese assets, here is something that I collected from investors and analysts surrounding
Market Surge
Today, China's stock market saw a significant surge, driven by four key factors:
Policy: The People's Bank of China has reiterated its commitment to interest rate cuts and announced a substantial SFISF application of 200 billion yuan. They also emphas...

Five central ministries speak out together, can the real estate market stop falling and stabilize?

Dear Moo-ers,
We’re now officially in the final quarter of 2024.
What a year it has been so far, and with recent developments in the world’s two largest economies, it is shaping up to be an nail-biting finale to the year.
In the US, we are less than 30 days away from the presidential elections and with the race still too tight to call, markets could be in for a ride. Meanwhile, China, all eyes are on a scheduled briefing by Finance Minister Lan ...

The Chinese market has attracted increased attention in global markets, accompanied by rising volatility as more capital seeks to capitalize on potential opportunities largely driven by government measures. This environment led to a sharp rebound at the end of September, just before the National Holiday.
A specific example of this volatility: after two days of significant declines, the Chinese stock market rebounded...

During the National Day holiday, the Hong Kong stock market and Chinese concept stocks continued to surge, extending the strong performance from the last week of September, exceeding the expectations of many market participants. From September 30 to October 7, among the major indices, the Hang Seng Index rose by 12.0%, the MSCI China Index increased by 11.5%, and the Hang Seng China Enterprises Index climbed by 14...