China’s markets have transformed from sell-the-rip to buy-the-dip

BrianTycangco鄭彥渊
03-19

Not surprised that it would be BofA that would be coming out with nonsense like this. A “meaningful correction due to similarities with the 2015 boom and bust cycle” flies in the face of one of the strongest stimulus measures unleashed by Beijing since the 2008 GFC.

Retail sales are picking up with online sales +7.3% in 2M25. Caixin PMIs show expansion both in services and manufacturing. Fixed asset investment growth accelerating. The real estate market is recovering with T1 cities seeing price gains YoY.

Not to mention the impact that DeepSeek and other AI models are expected to have on the economy - something being touted for in West with ChatGPT etc. Like I said, you can’t say that AI will be a massive multi-trillion-dollar boon for one country and not have any effect on another. Especially when the “other” country is one that is already light years ahead in mass adoption.

China’s markets have transformed from sell-the-rip to buy-the-dip. I’m sorry BofA but your clients missed the boat and there’s not much you can do about it but try to jump on this epic ride if it happens to slow down.

$iShares MSCI China ETF(MCHI)$ $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $iShares China Large-Cap ETF(FXI)$ $KraneShares CSI China Internet ETF(KWEB)$ $Roundhill China Dragons ETF(DRAG)$ $Direxion Daily CSI China Internet Index Bull 2x Shares(CWEB)$ $Alibaba(BABA)$ $JD.com(JD)$ $Tencent Holding Ltd.(TCEHY)$ $PDD Holdings Inc(PDD)$ $Baidu(BIDU)$

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