First, we have the upcoming 5th plenary session that takes place on 25th Oct to 29th Oct where the government officials will meet and discuss the next 5 years (2026-2030) plan for China.
So, all eyes will be on the outcome of it. Next, we have the ongoing Trump tariffs and China retaliation and both Presidents meeting each other in Seoul for the upcoming South Korea Summit. We know that Trump's words are movers and shakers in the market so let's see what transpires shortly here.
The good news is many hedge funds managers are starting to pick China and reduce their holdings on US stocks to balance out their portfolio. This institutional buying gives retail investors another round of confidence.
IPOs remain hot in Hong Kong with many China companies queuing up to list their companies there and this will generate more volume in the stock market, a good sign.
I am expecting the CCP to release another round of stimulus to boost their domestic consumption since the Q3 GDP of 4.8% was not meeting their 5% target ! Property market - I dunno who's still keen to look at this sector.......
AI, Ecommerce, EVs, robotics , etc - I believe will be some sectors that continue to be in the limelight and also where the government wants to provide more stimulus to boost its global standing.
Any drop of HSI (2800 ETF) will be a good accumulation for me.
Please DYODD
So, all eyes will be on the outcome of it. Next, we have the ongoing Trump tariffs and China retaliation and both Presidents meeting each other in Seoul for the upcoming South Korea Summit. We know that Trump's words are movers and shakers in the market so let's see what transpires shortly here.
The good news is many hedge funds managers are starting to pick China and reduce their holdings on US stocks to balance out their portfolio. This institutional buying gives retail investors another round of confidence.
IPOs remain hot in Hong Kong with many China companies queuing up to list their companies there and this will generate more volume in the stock market, a good sign.
I am expecting the CCP to release another round of stimulus to boost their domestic consumption since the Q3 GDP of 4.8% was not meeting their 5% target ! Property market - I dunno who's still keen to look at this sector.......
AI, Ecommerce, EVs, robotics , etc - I believe will be some sectors that continue to be in the limelight and also where the government wants to provide more stimulus to boost its global standing.
Any drop of HSI (2800 ETF) will be a good accumulation for me.
Please DYODD
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Aviso legal
As informações e publicações não se destinam a ser, e não constituem, conselhos ou recomendações financeiras, de investimento, comerciais ou de outro tipo fornecidos ou endossados pela TradingView. Leia mais nos Termos de Uso.