January 2025 will definitely see an expansion in factory activities due to Chinese new year festivities in many regions
Growth in China's Factory Activity Slows, Caixin PMI Shows
BEIJING, Jan 2 (Reuters) - China's factory activity grew in December but at a slower-than-expected pace, as overall sales were dampened by falling export orders amid concerns over the trade outlook, a
This is good news. It's the best time to buy when it is cheap. The Gov has given a vast amount of hints of what's to come and if you still couldn't read the lines then it's your own fault for not having the foresight in investments. Let's go
China Plans Record Budget Deficit of 4% of GDP in 2025
Chinese leaders agreed last week to raise the budget deficit to 4% of gross domestic product (GDP) next year, its highest on record, while maintaining an economic growth target of around 5%, two sourc
The year is ending, a little late to expect anything. It's better to prepare the portfolio for next year.
Hang Seng Index Drops Below 20,000; NIO Drops 5%; Alibaba Falls 3%
Hong Kong stocks fell on Tuesday after data showed weak loan growth in October. The Hang Seng Index dropped 0.6%, while the Hang Seng Tech Index fell 0.8%.Auto stocks defied the trend with an impressive performance. Auto sales and production in China rose in October on the back of pro-growth policy measures, according to data from the China Association of Automobile Manufacturers. Dongfeng Group rose 16%; BAIC Motor rose 6%; GAC Group rose 5%; Geely Auto rose 3%; GWMOTOR rose 2%; BYD rose 1%; Wh
ARK was supposed to target market disruptors, not blue chips. They changed their strategy
Cathie Wood's Ark Invest Offloads Tesla, Palantir, and Block Shares, Buys Amazon, AMD And Meta
On Monday, Cathie Wood’s Ark Invest made significant trades in Amazon, Robinhood, Block, AMD, Meta, Tesla and Palantir. These trades were part of a series of transactions carried out by Ark Invest’s v
The year 2024 is closing with 2 months and 10 days left. The market really wonders what is still taking them so long to put stimulus to action, the datas won't just suddenly improve in the next month. Everyday is a ticking
Investors Buy, Then Bide Time on China
ANALYSIS-Investors buy, then bide time on ChinaNearly 1/3 of Asia fund managers are buyers - BofA surveyFiscal stimulus seen as trigger for further gainsTech sector preferredBy Tom Westbrook, Dhara Ranasinghe and Naomi Rovnick
Crack is starting to appear in the semiconductor industry. This is my opinion
Nvidia, AMD Shares Extend Drops as Investors Get Spooked - but Should They Be?
An ASML warning about the health of the semiconductor market is one factor weighing on AI chip stocks Tuesday - but one analyst says Nvidia investors shouldn't be worried. Nvidia Corp. and Advanced Micro Devices Inc. shares saw their Tuesday declines build after a semiconductor-equipment company warned of continued pressures in the broader chip market. But are investors in the hot artificial-intelligence chip names right to worry?Cantor Fitzgerald analyst C.J. Muse reiterated that point in a note to clients as he defended shares of Nvidia , AMD , Micron Technology Inc. and Broadcom Inc. "In no way shape or form does the company's updated outlook indicate any change in the AI growth story," Muse wrote after ASML's release.AI graphics processing units have transformed Nvidia's business with such robust revenue that the company isn't swayed meaningfully by developments elsewhere in the semiconductor market. And while AMD isn't hauling in anywhere near as much AI revenue, the company saw
Chinese ADRs and ETFs Fall; YINN Tumbles 13%; JD.com Falls 8.5%; PDD Holdings Drops 6%
Chinese ADRs and ETFs fall in premarket trading.YINN tumbled 9.2%; Bilibili dropped 6.8%; JD.com fell 6.4%; Li Auto fell 4.8%; Alibaba fell 4.6%; PDD Holdings fell 4.4%.China has begun enforcing a lon
Sentiment is much more important than the actual effectiveness of policy action. Sentiment grows, everything grows. That's why it's important to keep good news flowing consistently to patch up the market's bruised confidence. Brokerage firms must play an important role to align with the agenda, frequent positive notes to investors are extremely crucial