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I got these two key China trends wrong: Selling  BABA and TCEHY

China economy slows more than expected in July

The Chinese government reported today that the country’s economy slowed more than expected in July. Retail sales were crimped by tough new virus restrictions introduced toward the end of the month to contain fresh outbreaks. Retail sales rose by 8.5% near over...
More, more (stimulus), cries the stock market

More, more (stimulus), cries the stock market

Yesterday stocks moved higher on news that President Donald Trump had actually signed the combined coronavirus stimulus/relief and government spending bill. I guess after contemplating the possibility of no bill and another government shutdown, even $600 checks seemed...
China car sales gain for fourth straight month

China car sales gain for fourth straight month

Preliminary figures for July show vehicle sales in China advancing for a fourth straight month as buyers gradually return to auto showrooms. The figures are good news for China’s economy as a whole, which looks to have returned to growth–very modest...
China powers “risk on” rally

China powers “risk on” rally

Chinese stocks are burning up the track–and that has led the way to a shift toward “risk on” assets across global markts. Today alone the Shanghai Composite Index was up 5.71% as of noon New York Time. This continued as streak that has seen the CSI...
China is the big wild card this week

China is the big wild card this week

China isn’t the only story out there with market moving potential but it is the “ripest.” We won’t have anything but anecdotal accounts of the collapse of social distancing at events across the country this weekend and we won’t know how...
The odd mini rally in China stocks

The odd mini rally in China stocks

It was less obvious today when there were other splashes of green among global stocks. But on Monday and Tuesday, the trend was readily apparent since so few stocks moved up on those days and so much of the market was colored a bright red. Oddly enough some China...