JD.com Stock Discussion

China Trade
there is an interesting dynamics playing out in RMB FX market, markets have been too strong on CNH whilst most recent CNY fixing was nearly 300 pips lower than CNH’s current market pricing.
with Chinese national teams not selling into the rally like how they used to do, make me wonder A-share and H-share/ADR are going to diverge in performance next few sessions simply due to FX impact and assumed all else equal.
more specially so, Shanghai and onshore markets overall ...

I believe we're currently in the second phase of a bull market, where the stock market is stealing the spotlight. 😎 Despite maintaining composure on the outside, I reckon inside, there might be some covert celebrations happening. And I'm not the only one feeling this way. Just on Monday, the benchmark index witnessed its biggest gain since 2008, officially entering bull market territory. Before the holiday, people were flooding into...

Doubled long positions on Chinese equities immediately after bigger than consensus US rate cut on increased probability that PBOC would follow with rate cuts and economic stimulus.
Success 🎯

Hong Kong stocks rallied, driving the city’s benchmark index to its biggest monthly gain in almost two years. Major mainland Chinese cities removed curbs on home purchases in a follow-up to Beijing’s stimulus package, brightening the recovery outlook.
The Hang Seng Index rose 2 per cent to 21,048.14 at 11.10am local time. The benchmark has advanced 17 per cent in September, heading for the best month since No...