"Smart money" is betting on china becoming a trend: In Q3, the prototype of the "big short" increased shareholding in Alibaba and other Chinese concepts, while the rising fund Keystone established positions in three major etfs.

In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.

wallstreetcnNov 14 18:32 ET

Goldman Sachs firmly calls for the rise of Chinese stocks: expected to rise within 2-3 months after the US election!

①Goldman Sachs strategists' latest forecast predicts that Chinese stocks will rise within two to three months after the US presidential election; ②The firm believes that China's economic stimulus measures have created the so-called "policy put options" to protect investors in the Chinese stock market from the impact of declines.

cls.cnOct 30 20:25 ET

USA election enters countdown, these markets have become "safe havens"

①In the final stage of the usa election, investors are selling the yen in droves and instead investing in cash, india, china markets, and some assets denominated in Singapore dollars; ②Pictet Asset Management said: "We actually think china is a good place to hide."

cls.cnOct 30 01:02 ET

The central bank has once again introduced a new liquidity management tool, suitable for the habits of overseas investors, which can better hedge the concentrated maturity of MLF by the end of the year.

1. This is also a new tool launched by the central bank after temporary reverse repurchase and bond trading since the beginning of this year; 2. The term of buy-back repurchase does not exceed 1 year, which can further enrich the liquidity management tools and better hedge the concentrated maturity of MLF before the end of the year; 3. Overseas investors are more accustomed to the buy-back repurchase commonly used internationally.

cls.cnOct 27 21:29 ET

Daiwa: PBOC's new policies implemented, A-share sentiment index significantly increased within a week.

The morgan stanley MSASI indicator measuring A-share investor sentiment rose 23 percentage points to 105% as of October 16. Morgan Stanley believes that the current market valuation already includes a considerable amount of optimism, expecting high volatility in the short term, and recommending focusing on stocks with high dividend yields and companies with good earnings certainty.

wallstreetcnOct 24 22:21 ET

Short selling has retreated significantly, with the short selling activity in the Hong Kong stock market hitting its lowest level since 2021.

Billy Leung, Global X ETFs investment strategist, stated that the risk-return ratio of mainland China and Hong Kong stock markets is currently biased towards the upside. "This means that the risk of short selling is higher now, so short positions should be reduced."

wallstreetcnOct 22 01:44 ET