⚠️🇨🇳#stocks #china
BBG: the discount between Chinese stocks in Hong Kong and stocks on the mainland China = 36% = 15 years-high
———————
earlier: Chinese stocks in Hong Kong = min since 2005

🇨🇳#china #travel #avia
Chinese tourism market still has not recovered after the pandemic.

BofA analysts saw a strong recovery of Chinese travellers in 2024.

⚠️🇨🇳#stocks #china

🇨🇳🇺🇸#stocks #china #us
BBG: never in history have Chinese stocks underperformed US stocks to this extent.

Bloomberg strategists: there’s a 51% probability of the MSCI China Index trading below its peak for an average of 35 months.
——————————
earlier: China weighs stock market rescue package backed by $278B

🇨🇳#china #stocks #history
price-to-book ratio of the Hong Kong Hang Seng Index has reached extremely low levels = historically, after such instances, the Hong Kong market has experienced a subsequent rise of 40-80% over the next 2 years.
———————
here's what's on my list of Chinese equities to watch (not an investment advice):

- FinVolution (#FINV)
- Hello Group (#MOMO)
- Naspers (#NPSN)
- Prosus (#PRX)
- Phoenix New Media (#FENG)
- Cango (#CANG)
- LexinFintech (#LX)
- Qifu Technology (#QFIN)
- Tencent (#TCEHY)
- WH Group (#288HK)

🇺🇸🇨🇳#stocks #us #china
value gap between the US stocks and China stocks = historic record = investors have been moving money out of Chinese stocks and into US stocks.

investor skepticism about Chinese equities could present opportunities for astute investors. History from other countries supports this notion (chart), as does statistical data (chart).

❗️🇨🇳#stocks #china #intervention #history
BBG: historically, the change of the head of the China Securities Regulatory Commission have coincided with the start of rallies in stocks.
———————
yesterday it was announced that Chinese authorities had replaced the head of the China Securities Regulatory Commission amidst a stock market downturn.

⚠️🇨🇳#deflation #china #macro
China is experiencing its worst deflation in almost 15 years. Prices fell for the fourth month in a row.

⚠️🇨🇳#cars #china
China is experiencing a rapid and very significant decline in car prices — FT
—————————
China is experiencing its worst deflation in almost 15 years (chart)

🇨🇳#china #stocks
over the last 30 years, investments in the Chinese stock market have yielded no returns
––––––––––
the bottom of the Chinese market is already near (chart) , historically followed by significant growth (chart).