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brendan ahern

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Chief Investment Officer
China Expert

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Website Twitter
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Sounds positive!

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June 14, 2023, 2:27 p.m.

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green shoots growing....

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June 14, 2023, 2:26 p.m.

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Great scoop by @NikkeiAsia U.S. Treasury official visits Hong Kong as China tensions thaw via

June 14, 2023, 2:21 p.m.

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Dating myself with this reference "If you have a problem, if no one else can help, and if you can find them...maybe you can hire The PBOC"

China Last Night
Bloomberg @business News reported that policymakers are “…considering a broad package of stimulus proposals, which include support for areas such as real estate and domestic demand.” Read CLN: #China #HongKong #investing
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June 13, 2023, 3:39 p.m.

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Many thanks to @JonFortt & @CNBCOvertime for the opportunity to connect on $BABA, $BIDU w/in $KWEB!

KraneShares
@ahern_brendan joined @CNBCOvertime to discuss diplomatic greenshoots with @SecBlinken potentially visiting #China, $KWEB holdings such as $BABA and $BIDU exploring #AI, and more. Watch: #investing #ETFs
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June 13, 2023, 3:35 p.m.

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Remember this came out after the market's close! China state planner rolls out measures to lower costs for firms @ReutersBiz

June 13, 2023, 1:57 p.m.

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Premium/Discount of US listed China #ADRs versus their HK close. CNH off versus the $USD. $BABA big buy in FTSE indices on Friday plus PCOB cut likely Friday covered in today's @chinalastnight

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June 12, 2023, 3:59 p.m.

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Good journalism from the Associated Press.

June 12, 2023, 2:12 p.m.

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MSCI Country Classification will be released at 5pm EST. Should be an interesting one! South Korea upgrade to Developed? China A inclusion factor? Vietnam from frontier to EM? Drum roll...........

June 8, 2023, 8:48 p.m.

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Self serving & highly biased but today's @chinalastnight has a lot covered including $TCOM's earnings and China's significant policy meeting in Shanghai. US equivalent would be Yellen Gensler Powell & Raimondo speaking.

China Last Night
Online travel provider $TCOM reported #earnings post the #US close/pre-#HongKong open that annihilated analyst expectations. Read CLN: #China #investing
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June 8, 2023, 3:29 p.m.

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green shoots

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June 8, 2023, 11:52 a.m.

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$TCOM annihilates analyst expectations on the big three: revenue, adjusted net income and adjusted EPS!

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June 8, 2023, 11:47 a.m.

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I defer the experts but don't planes fly at night when visibility is zero? @carlquintanilla

Carl Quintanilla
* FAA HALTS FLIGHTS FROM THE NORTHEAST, OHIO AND MID-ATLANTIC BOUND FOR NEW YORK LAGUARDIA AIRPORT -- AGENCY * FAA -WE WILL LIKELY NEED TO TAKE STEPS TO MANAGE THE FLOW OF TRAFFIC SAFELY INTO NEW YORK CITY, DC, PHILADELPHIA AND CHARLOTTE @reuters $XAL $JETS

June 8, 2023, 11:45 a.m.

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Premium/Discount of US listed China #ADRs versus their HK close. CNH off a bit intra-day versus the US dollar though off highs. Maybe give a lift to ADRs?

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June 5, 2023, 4:57 p.m.

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Inconvenient truths!

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June 5, 2023, 1:26 p.m.

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Great catch from @Dimi via @FT! The plot thickens!

Demetri
CIA #ChinaScoop - CIA Director Bill Burns made a clandestine trip to China in May to meet Chinese intelligence officials. Visit was before Biden said he expected a “thaw” in US-China relations. #sld23

June 2, 2023, 5:30 p.m.

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Great opportunity from @IanFischlerMS! Reading his latest book very much enjoyed his first book. Great interview of McRaven by @jockowillink I recommend

Ian Fischler
Wondering what wisdom a “Bullfrog” has to offer? Join us June 20 to hear from Four-Star Admiral William H. McRaven, U.S. Navy (Ret.) who earned this title in 2011 for being the longest-serving Navy SEAL and “frogman” on active duty.
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June 2, 2023, 5:27 p.m.

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Text from Premier Li's China EV catalyst $TSLA $LI $NIO $XPNG "the reduction of vehicle purchase taxes for new energy vehicles"

June 2, 2023, 5:25 p.m.

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Good article from @business on $XOM's success in China.

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June 2, 2023, 5:18 p.m.

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Kind of sums it up. (Google Trends)

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June 2, 2023, 10:52 a.m.

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Calling these people "national security experts" is like calling Evil Knievel a safety expert. Every American investor owns great US companies doing very well in China. $AAPL $XOM $TSLA $WMT The China hawks briefing DeSantis via @politico

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June 2, 2023, 10:41 a.m.

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Chinese consumer coming back incrementally

Reuters Business
The good times seem to be back at casinos in Macau. Revenues in the world’s biggest gambling hub surged 366% from a year ago to total $1.93 billion in May, the highest since January 2020. Read more
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June 1, 2023, 8:59 p.m.

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$BILI

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June 1, 2023, 7:45 p.m.

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Premium/Discount of US listed China #ADRs versus their HK close. What a difference a day makes! $JD 618 sales festival data a nice catalyst.

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June 1, 2023, 5:59 p.m.

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Impressive especially when you compare to $TSLA BYD sells record 240,220 NEVs in May, surpasses 1 million for the year via @CnEVPost

June 1, 2023, 1:28 p.m.

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