August 18, 2022 @ 7:31 pm | BABA, Breaking News, Jubak Picks Portfolio |
When I added Alibaba (BABA) to my Jubak’s Picks Portfolio on April 29, 2022, and Tencent Holdings (TCEHY) to my Volatility Portfolio on my subscription site JubakAM.com on January 3, 2022, I thought two things were about to happen in China. First, I thought that...
May 17, 2022 @ 11:37 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Volatility |
Today, Tuesday May 17, China’s top economic official, Vice Premier Liu He, said that the government will support the development of digital economy companies and their public stock listings. The comments delivered after a symposium with the CEOs of some of the...
May 3, 2022 @ 10:59 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY |
My one-hundredth-and-ninth-eighth YouTube video “Trend of the Week China’s back!” went up today. At the end of last week, the Chinese government sent signals that it would make moves to stimulate the slowing economy amid widespread lockdowns, as well...
March 16, 2022 @ 11:06 pm | Breaking News, Buy Hold Sell, Jubak Top 50 Portfolio, TCEHY |
Yesterday, March 15, I was thinking that I wished I didn’t own any China stocks at all. Today, March 16, I wished I owned more. Lot’s more. First, China’s top financial policy group vowed to ensure stability in capital markets, support overseas stock...
January 17, 2022 @ 7:18 pm | Breaking News, Buy Hold Sell, Jubak Top 50 Portfolio, TCEHY |
Today, the People’s Bank of China cut its key interest rate for the first time in almost two years to help support China’s economy. The People’s Bank of China lowered the rate at which it provides one-year loans to banks by 10 basis points. Not a huge...
January 3, 2022 @ 7:32 pm | Breaking News, Buy Hold Sell |
In other years, this would be a no-brainer Yes! What we have right now is a classic, tried-and-true set up for big gains from buying China stocks. China is near the end, probably, of a big sell off. We’re talking drops of 20% or more. Much more. Market leaders...
October 13, 2021 @ 7:32 pm | Breaking News |
If you look only at the major indexes, today was a mildly positive day. The Standard & Poor’s 500 closed up 0.30%, although the Dow Jones Industrial Average was flat. The NASDAQ Composite gained 0.73% at the close and the NASDAQ 100 added 0.77%. The small...
October 4, 2021 @ 8:14 pm | Breaking News, Buy Hold Sell |
The Hong Kong Stock Exchange suspended trading in shares of China Evergrande after the Chinese developer missed a key bond interest payment last week. That’s led to selling across Chinese stocks with, as of the close in New York, shares of Alibaba (BABA),...
September 22, 2021 @ 3:34 pm | Breaking News, Jubak Top 50 Portfolio |
I’d call the policy being followed by the People’s Bank in the China Evergrande crisis “Try to support the markets but see how little we can get away with.” Today China’s central bank supplied liquidity (About $18 billion worth) to the...
September 20, 2021 @ 7:30 pm | ALB, Breaking News |
The Standard & Poor’s 500 fell another 1.70% today and it’s now down 3.94% from the September 2 high. As the index dropped last week (again) and over the weekend, lots of Wall Street money managers said Hey, stocks were over-valued and news from...
September 15, 2021 @ 10:54 pm | Breaking News, Jubak Top 50 Portfolio |
I’m starting up my videos again–this time using YouTube as a platform. My forty-seventh YouTube video “Time to Worry About China Too” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
September 14, 2021 @ 12:13 am | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Sign Up for Jim‘s Newsletter Back on September 4 I posted a video on YouTube and this site “September and October 2021 Worse Than Usual for Investors?” that argued that September, the worst performing month for the Standard & Poor’s 500 from 1950...
August 19, 2021 @ 7:35 pm | BABA, Breaking News, JO, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY |
I’m starting up my videos again–this time using YouTube as a platform. My forty-second YouTube video “3 China stocks to buy but not now”-went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it below:...
August 16, 2021 @ 7:04 pm | Breaking News |
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...
August 3, 2021 @ 7:43 pm | BABA, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NPSNY, TCEHY |
Last Wednesday, July 28, Chinese financial regulators told big investors–banks and investment groups heavily exposed to China’s stock market–not to worry. China’s financial markets were sound and despite the fears engendered by the...
July 28, 2021 @ 5:18 pm | Breaking News |
I’m starting up my videos again–this time using YouTube as a platform. My thirty-sixth YouTube video “Is China un-investable?”-went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
July 15, 2021 @ 7:49 pm | BABA, Breaking News, Jubak Top 50 Portfolio, TCEHY |
China’s economy grew by 7.9% in the second quarter of 2021 from the second quarter of 2020. That was a huge slowdown from the 18.3% year over year growth in the first quarter. No one had expected that growth surge from the end of pandemic lockdowns to be...
July 14, 2021 @ 7:38 pm | Breaking News |
Chinese regulators gave unconditional approval Tuesday to Tencent Holdings (TCEHY) to acquire Sogou, China’s second-largest search engine company. That was a huge relief to investors who in recent weeks have seen Beijing crack down on the country’s big...
December 29, 2020 @ 6:59 pm | Breaking News |
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...
August 20, 2019 @ 7:34 pm | Breaking News, Buy |
As you know from my recent marketing offers for my subscription site JubakAM.com, I’ve put together a Special Report on that site with 5 steps to get your portfolio ready for the big one. I’ve finally finished my complete list of sells in Step #2 of...
June 21, 2019 @ 7:49 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Update, You May Have Missed |
In my first three picks for my Special Report 10 Best Picks for the Next Six Months of 2019 on my subscription site JubakAM.com I’ve focused on index ETFs that, in my opinion, will ride the big trend of lower interest rates higher in 2019. In other words, these...
January 3, 2019 @ 7:38 pm | Breaking News, Jubak Top 50 Portfolio, TCEHY |
China’s media regulators have ended a nine-month freeze on the approval of new video games in the $30 billion Chinese market. Global industry (and Chinese market leader) Tencent Holdings (TCEHY) didn’t have a title among the 80 new games approved, but the...
October 1, 2018 @ 7:33 pm | Breaking News, Buy, Jubak Picks Portfolio |
Today (or tomorrow morning, actually, October 2) I’m adding Tencent Holdings (TCEHY) to my 12-18 month Jubak Picks Portfolio. (The stock is already a member of my long-term 50 Stocks Portfolio. As I wrote in my Special Report: 10 Picks for the Emerging Markets...
September 13, 2018 @ 7:53 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Volatility, You May Have Missed |
There’s some evidence that the money that has left big U.S. tech stocks such as Facebook (FB), Netflix (NFLX), Microsoft (MSFT) and Amazon (AMZN) on some recent days has been headed into big Chinese tech stocks such as Tencent Holdings (TCEHY), Alibaba (BABA),...
February 9, 2018 @ 7:30 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Volatility |
While our eyes have been glued to the volatility in U.S. markets, Chinese stocks have staged their own correction. The Shanghai Composite is down 12.1% from its high on January 24 to the low on Thursday, February 8. With the Lunar New Year and the week-long Spring...
January 30, 2018 @ 7:30 pm | Breaking News, Jubak Top 50 Portfolio, TCEHY, Update |
First, on January 15, China’s Tencent Holdings (TCEHY) announced that it would partner with privately-owned Lego to develop a Lego streaming video zone for children on Tencent’s video platform and create Lego-branded games for Tencent’s gaming...
December 11, 2017 @ 2:23 pm | Breaking News, Jubak Top 50 Portfolio, TCEHY, Update, You May Have Missed |
China’s leading Internet gaming and entertainment company Tencent Holdings (TCEHY) has swapped stakes with music streaming company Spotify. Tencent Music Entertainment (TME), the unit of Tencent Holdings that manages its music streaming and karaoke services,...
August 28, 2017 @ 10:08 am | Breaking News, TCEHY, Update |
I’m on vacation until September 7. I wrote this update on portfolio holding Tencent Holdings on August 21. Â On August 16 Tencent Holdings (TCEHY) reported second quarter year over year revenue growth of 59%. That was the highest revenue growth in the last seven...
May 17, 2017 @ 6:58 pm | Breaking News, Jubak Top 50 Portfolio, TCEHY, Update |
Today, May 17, China’s Tencent Holdings(TCEHY)Â reported a 58% increase in first quarter profit on a 55% increase in revenue. The company’s WeChat app is now the world’s third-largest personal messaging app after Facebook’s WhatsApp and...
February 14, 2017 @ 7:06 pm | Breaking News, Buy, Jubak Top 50 Portfolio, TCEHY |
I’ve got a number of open slots in my long-term 50 Stocks portfolio and I’m going to fill one of those with a buy of Tencent Holdings (TCEHY). Tencent Holdings closed at $26.25 today, February 14. Tencent is the other big Chinese Internet stock. It’s...