1. $BIDU-SW(09888)$ Baidu’s $BIDU massive 15% pop on the first day of 2026 could be the harbinger of great things to come. Investors are loving the move to list the company’s Kunlunxin AI chip arm in Hong Kong where it will likely get tremendous support and investor interest. ADR closed 1.7% higher than the HK shares. If we get a continuation of this on Monday in Asia, this technical breakout will solidify. Volume was insane today. 2. $BABA-W(09988)$ Alibaba $BABA just made its move. That’s the 3rd breakout from a bullish ▶️ formation in the past year. Past two breakouts preceded 70% gains on average. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000

The Hang Seng Tech Index $HSI(HSI)$ jumped 23.5% in 2025. Yet it still trades at about 19X PE as reflected in $KraneShares Hang Seng TECH Index ETF(KTEC)$ That compares with 34X for the Nasdaq $Invesco QQQ(QQQ)$ . Even if the Hang Seng Tech Index manages to close 50% of that ridiculous valuation gap, it means a 40% upside.And with so much money pouring into Hong Kong from both the mainland (Stock Connect) and overseas looking to get in on the hottest IPOs, money will naturally find its way to where there is value to be found. NFA $KraneShares CSI China Internet ETF(KWEB)$ $Alibaba(BAB

To all those calling the end of China's NEV growth, take a good look at this chart.Less than 10% of the total number of cars on China's roads are classified as New Energy Vehicles (NEVs).If China were to announce a ban on new ICE vehicles from the market, NEV sales would nearly double overnight.And if it were to announce an outright ban on ICE vehicles in the country, well, you get the picture.Not saying they will do that. But if China wanted to boost economic growth, this would certainly be an option.Yes, China's NEV sales are slowing after years of torrid growth. But it's merely taking a breather. $BYD Co., Ltd.(BYDDF)$ $XPeng Inc.(XPEV)$ $Geely Automobile Holdin

Still one of the cheapest major global markets, China's total market capitalization relative to its GDP is just half that of India, and 1/3rd that of Japan.China achieved a stock market capitalization-to-GDP ratio of over 100% only once. If it were to do that again, it would mean adding US$5 trillion of wealth to its nation. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $iShares MSCI China ETF(MCHI)$ $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $iShares China Large-Cap ETF(FXI)$ $iShares MSCI China A ETF(CNYA)$ For SG users only, Welcome to open a CBA today and e

The reason silver miners are no longer outperforming silver itself recently is because of the perception that the current spike will not last long enough for miners to take advantage since it takes years to ramp up production or build a new mine. We will need to see sustained higher silver prices before these miners see another re-rating upwards. If silver is able to maintain 70 in 1Q26, it will likely trigger another big rally in silver miners.Owning shares of silver ETFs like $Sprott Physical Silver Trust(PSLV)$ may seem like a lazy and conservative way to gain exposure to the metal. But it proves its worth at times when shares of silver miners and streamers seem to have hit a wall after rallying ahead of silver prices. Today is a perfect exampl

$Tesla Motors(TSLA)$ ’s annual free cash flow. This saw a big surge in TTM as of 3Q25 to $6.8B. But at 235X P/FCF, it needs to grow FCF by 50% per year for the next five years to be even close to reasonably valued (ie 30X P/FCF).A lot of this hinges on the execution of Elon’s Robotaxi vision. “We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla,” said Wedbush analyst Dan Ives.While it’s not clear what “a $1 trillion opportunity” means exactly, Tesla cannot afford any mistakes in order to justify its current stratospheric valuations. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

Big GREEN day for Hang Seng Tech today closing up 2.8% driven by AI and stimulus optimism. $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $BABA-W(09988)$ +4.7% $BIDU-SW(09888)$ +4.2% $KUAISHOU-W(01024)$ +7.1% $Tencent Music(TME)$ +4.5% $BILIBILI-W(09626)$ +5.7% $NIO-SW(09866)$ +5.8% $XPENG-W(09868)$ +3.6%$ $LI AUTO-W(02015)$<

The Hang Seng CSI Shanghai-Hong Kong AH Smart Index ("SHHKSI") has outperformed the S&P 500 $S&P 500(.SPX)$ , Hang Seng Index $HSI(HSI)$ , and CSI 300 Index in the last 1yr and 2yrs. And it didn’t do that bad on a 5yr horizon returning 56% while the HSI and CSI300 were basically flat. Yet, hardly anyone knows about this. In order to reflect an arbitrage return from share class switches under the Shanghai-Hong Kong Stock Connect programme, i.e. switching between share classes based on the relative prices, SHHKSI is developed to reflect an investment strategy which iscomprised of the AH companies with dual listings of A-shares on Shanghai Stock Exchange ("SSE") and H-shares on Hong Kong Exchanges and

Whether $Alibaba(BABA)$ takes another 3-4 months to consolidate or just goes for it in this current move higher remains to be seen. Personally, it would be great to have a chance at sub-150. But this isn't a stock you want to ignore going into the next round of earnings results. They obliterated 1QFY26 EPS estimates, while showing the market the potential of cloud computing to bring the company into a new era of development/growth.Remember that the company plans to spend US$53 billion over three years to develop AI infrastructure. That lays the foundation for what is emerging as the biggest driver of growth. Throw into the mix heavy mainland Chinese investor participation via the #stockconnect (wasn't there a year ago), and things could get intere

1. $POP MART(09992)$ Pop Mart has had a spectacular run over the past 12 months. Technically looks very weak with the H&S breakdown. But fundamentally, at a fwd PEG ratio of about 0.1 times (based on 300% EPS growth in 2025), this does not seem overvalued. 2.Mainland investors post net inflow into Hong Kong for 3rd straight day via the StockConnect. $BABA-W(09988)$ posts first net inflow in 5 days (~US$20m). 3. $Sea Ltd(SE)$ Sea Limited now oversold and almost resting at the 200d moving average - a scenario which it has shown to have recovered strong in the past. For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up

Chinese investors pile back into Hong Kong stocks via the stockconnect today with US$2 billion in net inflows! $ZIJIN GOLD INTL(02259)$ tops the list with US$223m in inflows followed by $XIAOMI-W(01810)$ with US$136m. $BABA-W(09988)$ saw a 2nd straight day of net inflows worth US$98m. Bar chart titled Southbound Money Flow Data showing Net Turnover in HKD over dates 18/09, 26/09, 15/10. Green bars represent net inflow turnover with values up to 248, small red bars for net outflow around 8-10. Legend distinguishes net inflow and outflow turnover. Last updated 2025-10-16. $KraneShares CSI China Internet ETF(KWEB)$

Hong Kong markets tank on intensifying tit-for-tat trade measures between China and the US. Hang Seng Tech Index dropped 3.6% today to close well below the 6,130 support. We could see further downside of 4% to 9% in the coming days as short-term momentum turns bearish. A correction was always in the cards but it feels worse when you have to take into account the "why" of the selloff, which is ultimately the uncertainty resulting from the heightened trade tensions. $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ $BABA-W(09988)$ $TENCENT(00700)$

You might wonder why the fear and greed index remains at neutral. There's no buying mania in stocks right now even as the $S&P 500(.SPX)$ reaches new highs. But there's massive call options buying as investors position themselves in case a melt-up occurs. Truth is, almost everyone is worried about the stock market falling in the next 6 to 18 months. That's nothing new. Valuations are stretched and we need to start seeing companies in the SPX start delivering on growth in earnings to justify what investors are paying for their shares today.Circular gauge dial with fear on left side ranging from 0 extreme fear to 25 fear, neutral section from 25 to 75 centered at 49 with pointer at neutral, greed on right from 75 to 100 extreme greed, For whom h

The AI frenzy adds another $100B in market cap overnight. What happened? A promise of future purchases that, in theory, could amount to a few hundred billion in revenue for $Advanced Micro Devices(AMD)$ .In return, OpenAI gets warrants potentially giving them a 10% max stake in AMD as long as share price and revenue milestones are achieved.I’ll make you rich if you make me rich.Welcome to the world of financial engineering. 🙃A stock chart for Advanced Micro Devices, Inc. displaying equity and semiconductor data. The chart shows a price of 164.67 USD at close on October 3, 2025, with a decline of 5.06, and a pre-market price of 223.94 USD on October 6, 2025, with a gain of 57.35. For whom haven't open CBA can know more from below:🏦 Open a CBA today