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In last 2 weeks
In last 2 weeks, every bear in China HK has become a bull ...and not too late
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So finally after a very long-long winter qqq3 can untrapped himself from China and HK market.
2 months ago
HK China shares..................those who cannot make money from HK China shares better don't play stock market. Stock market not for you.
2 months ago
China’s Sudden Stock Rally Sucks Money From Rest of Asia
Atlantis trimmed Asia long positions to fund China purchases
MSCI China Index has climbed more than 30% from a recent low
By John Cheng and Eduard Gismatullin
October 3, 2024 at 7:00 AM GMT+8
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A strong rebound (https://www.bloomberg.com/news/articles/2024-09-30/chinese-stocks-head-for-bull-market-as-property-rescue-deepens) in Chinese stocks is set to trigger a shift in global portfolios as some investors rush to catch the rally.
A wave of money which earlier left Chinese equities (https://www.bloomberg.com/news/articles/2024-10-02/china-back-to-dominating-emerging-markets-as-msci-weight-soars) in favor of stocks from Japan and Southeast Asia is poised to reverse course after Beijing’s latest stimulus blitz, according to market watchers. The shift is already underway: shares in South Korea, Indonesia, Malaysia and Thailand posted net outflows last week while BNP Paribas SA said over $20 billion was withdrawn from Japan’s equities in the first three weeks of September.
The nascent rotation may spell the end of a stellar run for Asia ex-China equities, which previously benefited as money managers hunted for better returns outside the world’s second-largest stock market. For much of this year, Taiwan shares got a boost as chipmakers soared while Indian stocks rallied on the back of quickening economic growth. Southeast Asia’s markets were lifted by lower US interest rates.
“We are trimming our long positions across Asia to fund China purchases,” said Eric Yee, senior portfolio manager at Atlantis Investment Management in Singapore. “Everyone is doing so. It’s a gooWe are trimming our long positions across Asia to fund China purchases,” said Eric Yee, senior portfolio manager at Atlantis Investment Management in Singapore. “Everyone is doing so. It’s a good policy-driven recovery from rock bottom. You wouldn’t want to miss out on such opportunity.”
2 months ago
The word bazooka has been used for months by analysts and China critics. They say Xi jinping needs to bring out the bazooka.
Well, there were some policy shifts but none that is revolutionary or bazookas , yet, the same analysts have say the bazooka is finally out. Funny thing .
2 months ago
Both anti China and pro china people are bullish on China.
Never seen such unity
Not been able to find a source not bullsh on China
2 months ago
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Not too late to make money
2 months ago