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  • China's Stock Market - A weekly review
    Aug 1 2024

    Welcome back to the weekly review of China's stock market. This week, we've seen significant developments marked by policy support from Chinese authorities, particularly through fiscal measures. Here’s what’s been happening:

    Key Highlights
    1. Government Bond Issuance:

      • Chinese authorities have issued half of a planned 300 billion yuan worth of long-dated government bonds. This move is aimed at boosting consumer confidence and demand on the mainland. The issuance is part of broader efforts to stimulate the economy and support growth.
    2. Earnings Recovery Challenges:

      • As we approach the release of Q2 earnings reports, there are concerns about a stumble in earnings recovery. This comes amid ongoing challenges in various sectors, impacting investor sentiment and market performance.
    3. Ministry of Finance Initiatives:

      • The Ministry of Finance has been active in implementing measures to stabilize the economy. Their actions are closely watched by investors, as they play a crucial role in shaping fiscal policy and economic recovery efforts.
    4. Tencent at China Joy:

      • Tencent has taken center stage at the China Joy gaming exhibition, showcasing its latest innovations and developments in the gaming industry. This event is a significant platform for Tencent to display its growth strategies and future plans.
    5. NIO's Advancements in Autonomous Driving:

      • NIO has revealed progress in developing its autonomous driving chips, highlighting its commitment to advancing technology in the automotive sector. This development positions NIO as a key player in the race towards autonomous vehicles.
    6. Meituan’s Overseas Expansion:

      • Meituan continues its expansion into overseas markets, seeking growth opportunities beyond China. This strategy is part of Meituan’s efforts to diversify its business and capture new revenue streams.
    Conclusion

    These developments highlight the dynamic nature of China’s stock market and the ongoing efforts by authorities and companies to navigate economic challenges and seize growth opportunities. For investors interested in China’s market, these trends offer valuable insights into potential investment opportunities.

    If you're looking to invest in China or are interested in the developments within the second-largest economy's stock market, stay tuned for more updates. Don't forget to subscribe, leave a comment, and if you're listening on a podcast, give us a five-star review. Let's dive deeper into the world's most exciting market!

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    39 Min.
  • China Stock Market - A weekly wrap
    Jul 5 2024

    Welcome back to our weekly review of China's stock market. As always, there's a lot happening both on the mainland and in Hong Kong markets. This week, we'll delve into several key topics:

    EV Sector Surge

    Electric vehicle (EV) makers in China are experiencing record deliveries. We'll examine the driving forces behind this surge and the leading companies in the sector.

    Upcoming Third Plenum

    The third plenum is approaching, and its significance cannot be understated. We'll look at the historical perspective of China's plenums and their impact on the economy and stock market.

    Market Volatility and Protection

    Volatility in Chinese indexes is at 12-year lows, and protection measures are also at their lowest. We'll explore what this means for China's stock market in the latter half of the year.

    ETF Craze in China

    There's a growing interest in ETFs among mainland investors, particularly those seeking better returns in US markets. We'll discuss this trend and what it means for the investment landscape.

    Quick Hits and More

    We have a bunch of quick-hit news stories this week, plus much more to cover.

    Don't forget to leave us a five-star review if you're listening to the podcast. If you're on YouTube, give us a thumbs up and make sure to subscribe. We cover the second-largest economy in the world, focusing on its financial markets.

    After a bumpy start to the year followed by a rally, China's markets are now pulling back. What does this mean for you and your investment opportunities? Tune in to find out more.

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    41 Min.
  • China's Stock Market - A weekly wrap
    Jun 28 2024

    Welcome back to our coverage of China's stock market, your go-to place for insights into the world's second-largest economy. After a brief hiatus, we're back to delve into the latest happenings in Chinese stock markets, currently at four-month lows with some indices entering correction territory. We'll explore the underlying reasons and the efforts by mainland policymakers to address these issues, including the involvement of the national team in the market.

    Here's a quick rundown of what we'll cover this week:

    1. Market Trends and Corrections: Analyzing the recent declines in Chinese stock markets and the factors driving them.
    2. Policy Responses: How Chinese policymakers are attempting to stabilize the markets.
    3. Euro Championships: Exploring China's influence and participation.
    4. Company Spotlight - Bilibili: A look at the latest developments with Bilibili and its market performance.
    5. Retail Insights: Examining the impact of the 618 shopping festival and recent retail sales figures.
    6. Property Market Update: An overview of the current state and changes in China's property market.
    7. OpenAI's Mainland Policy: Discussing the implications of OpenAI's policies in China.

    Stay tuned for in-depth analysis and insights into these topics. Make sure to subscribe, hit the like button, and leave a comment with your thoughts or question

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    47 Min.
  • China's Stock Market - A Weekly Wrap (SENSE TIME POPS)
    May 3 2024

    Hello and welcome to this week's episode of China's stock market wrap-up! We've witnessed another strong week for Chinese equities, which have outshone many of the major global indices.

    Starting off with a highlight in Chinese tech, SenseTime has seen its stock price double following positive results from its advanced large language model. We'll delve deeper into what's driving this surge and what it might mean for the tech sector at large.

    In another exciting development, Pardo and Tesla have announced a partnership focused on autonomous driving technologies in China. We'll break down the details of this deal and its implications for the auto industry.

    We also can't overlook the recent ban on TikTok and its potential impact on Chinese equities. This decision could have far-reaching effects on tech companies and content creators alike.

    Additionally, we'll discuss a significant shift in the market's view of China's property sector, spurred by a notable analyst's change in sentiment. This reversal could signal new opportunities or risks in the real estate market.

    Plus, we'll cover more updates, including a comprehensive data dump that sheds light on various sectors.

    Whether you're a first-time listener or a regular, we appreciate your support. Don’t forget to like, subscribe, or leave us a five-star review if you're listening through a podcast platform. Let's dive into the details.

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    41 Min.
  • China's Stock Market - A Weekly Wrap
    Apr 19 2024

    Welcome to this week's edition of the China Stock Market Wrap. We're here once again with a plethora of news from the mainland's equity markets.

    This week, we're shaking things up by concentrating on the most urgent updates. Our coverage includes everything from BYD's new supercar to Meituan restructuring its food delivery division. We also discuss Fitch's latest credit ratings for Chinese banks and the visit of the German Chancellor following Janet Yellen's trip. Additionally, we explore China's nine-point plan aimed at positioning its financial markets as global leaders.

    We'll look into the appealing dividends of China's big four banks, Alibaba’s renewed focus on its e-commerce sector and its bold international expansion plans. Moreover, we dive into a wealth of market data from China, including GDP, industrial output, and retail sales figures.

    For all this and more on the top show dedicated to China's stock market, make sure to like and subscribe. If you're listening on a podcast platform, don’t forget to leave us a five-star review. Let’s dive in.

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    50 Min.
  • Bull Market? - A weekly look at Chinese Stocks
    Apr 11 2024

    Welcome to the China Stock Market Weekly Wrap. We’re here once again to bring you all the essential updates and major headlines from China's financial markets. This week's highlight was Janet Yellen's visit to the mainland, where discussions focused on the overcapacity in Chinese industries. Additionally, we delve into the Hong Kong index entering bull territory and explore the reasons behind the three-month rally in Chinese equities. We examine Baidu's current strategy and its potential to regain favor in China’s tech industry. Huawei is also making strides with its Harmony operating system; we assess its impact on other listed Chinese tech firms. Moreover, we discuss the disappointing CPI numbers from the mainland and the market's tepid response.

    We'll also address the recent downgrade of China's credit rating and the measures policymakers are taking to stabilize the housing market. Plus, I’ll share my insights on the world’s second-largest economy and its financial markets. If you’re watching us on YouTube, please give us a thumbs up and subscribe. If you're listening to our podcast, we’d appreciate a five-star review. Let's dive in.

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    44 Min.
  • A weekly look at China's Stock Market
    Apr 5 2024

    Welcome back to our weekly digest of China's stock market, following a week that saw global equities, including China, navigating through a series of public holidays both domestically and internationally. In this edition, we're catching up on the past 10 days of activity, having skipped our update last week due to the Easter holiday. Despite the interruptions, the Chinese equity markets were bustling. This week, we delve into GES's strategic engagements with top American CEOs and the Dutch Prime Minister, highlighting Alibaba's ongoing strategy to divest its stake in Billy Billy.

    We also shine a spotlight on Xiaomi's launch of its su seven, which has seen remarkable demand. Discover why Xiaomi's success goes beyond electric vehicles (EVs), positioning it as a global frontrunner in the Internet of Things (IoT) sector. Additionally, we analyze market trends, preview upcoming IPOs in Hong Kong, and share insights to help you navigate China's stock market more effectively. Don't forget to subscribe for the latest updates, hit the like button on YouTube, drop us a comment, and leave a five-star review on your preferred podcast platform. Let's dive in.

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    35 Min.
  • Tencent Earnings: A weekly look at China's markets
    Mar 25 2024

    Welcome back, financial adventurers, to the dazzling journey through China's stock market in our special "Weekly Wrap" edition! Here, we explore the vibrant pulse of the world's second-largest economy, a treasure trove for anyone with a stake in Chinese stocks, those pondering the plunge, or simply fascinated by the financial currents of this economic powerhouse. This episode is your golden ticket! Dive into a sea of earnings reports with us—too vast to chart in one voyage, but fear not! We're spotlighting the titans this week: Tencent. PDD + Kuaishou, and decode their financial lore.

    Amidst the whirlwind, 2024 saw its peaks with three indexes soaring to new heights, thanks to an unprecedented flood of capital washing onto mainland shores. Ever wonder about the magic behind the northbound Connect? We're here to demystify the spells it casts in the financial realms. Our expedition doesn't stop there! We're navigating through the choppy waters of US-China tensions, focusing on the electrifying topic of Chinese EVs and Trump's thunderous proposal for a 100% tariff on these vehicles crossing from Mexico.

    So, gear up for an exhilarating journey with us! Smash that like button, anchor yourself with a subscribe on YouTube, and if our tales reach you through the podcast waves, bestow upon us the honor of a five-star review. Let the adventure begin!

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    41 Min.