Hang Seng Index, Tencent, HSBC, HKEX, and Alibaba
After last week's Bear Porn note, this explains best the focus of the note. We have a critical few weeks ahead of us as we open with a gap down on...
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How New U.S. Chip Restrictions Could Hit China’s Smart Car and Cloud Firms
New U.S. export restrictions on certain microchips used for machine learning could distrupt China’s development of autonomous driving technology...
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HSI Properties, Link RIET, HSI Financials, China Merchants Bank, and ICBC
At the beginning of the week, I was determined to have this post with a more bullish tone. Maybe it is a contrarian indicator.
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HSI Index, HSITECH Index, Hong Kong Stock Exchange, and China Unicom
The market pivoted late last week from there will be no PBOC rates cut to there being much more Monetary Policy support needed.
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HSI Index: Longfor, Alibaba, Ping An, and Tencent
The carnage in China and some Hong Kong real estate and property management companies and financials went largely unnoticed.
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