Beijing is getting really serious (and concerned) about how to get the economy back on track. (Hint: Stop overregulating budding industries that could be major drivers in the future. More transparency will help.) - CN Govt Purportedly Calls Urgent Meetings with Biz Leaders &…

US average household disposable income: $71,000. US average household debt: $102,000. US average household mortgage: $97,400. US average household savings: $118,000. China average household disposable income: $15,300. China average household debt: $35,700. China average…

Pullback in Hang Seng Tech today. Doesn't change my outlook of a stronger rally shaping up ahead for this sector. Stimulus on the way. Economic indicators for May are generally positive. Technicals are becoming more bullish for majority of the stocks. But EVs having a BIG day…

India isn't being secretive about its desire to control how foreign firms operate in the country. You'd think this would get some pretty critical press coverage, similar if China were to require foreign firms to put locals in CEO position. I understand the desire have control but…

May power consumption up significantly in China. That’s a good indicator of economic activity. #stimulus $MCHI $KBA $KFYP

Chinese revenge travel continues. $TCOM ( - Outbound Travel Bookings During Dragon Boat Festival Rocket +12X YoY |

Anyone who feels the need to show they can win… has already lost. - The U.S. Should Show It Can Win a Nuclear War - WSJ

$BILI ( is suddenly becoming a darling investment of mainland Chinese buyers through the Stock Connect. Now 7.55%. One of the few CN tech ADRs to be accepted so far in the SC program. #StocksToWatch

One to watch. China's online fitness market is expected to grow 19.3% a year from 2021 to 2026, when it will be a US$125 billion a year market. #StocksToWatch - Keep Inc. Said to List in HK This Mth to Raise US$100M |

Kingsoft Cloud $KC ( has to be one of the most volatile stocks out there. Three big UP moves in less than a year with average gain of 119%, with a 4th UP move now shaping up nicely (already 50%). Don't get greedy when it comes to this one because the…

China is planning a broad stimulus package, including rate cuts on new lending and home loans, to boost the economy $KWEB $CHIR $CHIQ $BABA $JD $TCEHY $KTEC $PDD $BIDU $BILI via @markets

Baidu’s Ernie Bot tops Xinhua’s Chinese large language model rankings $BIDU #AI #ErnieBot #ChatGPT via @scmpnews

The cynic in me says the timing of these reforms is a little suspect given the BoJ now has to find a way to exit its massive ETF holdings at the same time exit its zero rate policy. But it's clearly working to boost valuations right now.

The BoJ's total assets vs. the Nikkei 225 Index. Doesn't take a genius to see who's propping up this market. This won't end well.

$TSLA and @elonmusk will have to wait a bit longer for real competition to come to US shores. Could help the stock today. $BYDDF - BYD Not Considering to Sell EVs in US Now |

Borrowing US dollars is getting quite expensive, even for prime borrowers. - CNCBI Raises USD Prime Rate to 8.25% |

Good numbers across-the-board in China tech and EV space in this morning's session. $BABA $JD $TCEHY $BIDU $BILI $KWEB $NIO $LI $XPEV

Coming from the WSJ, I will wait for confirmation. But good if true. $TSM #ChipsACT #semiconductors - US Reportedly Planning to Allow SK, TW Chipmakers to Continue Biz in CN |

Third time's a charm? The business may sound crazy to Westerners but "edible birds nest" is a big deal in Asia. #opportunities #IPO - CN Edible Birds Nest Brand Yan Palace Submits Prospectus to HKEX for 3rd Time|

Chinese tech equities are on the cusp on a major breakout rally similar to the October ‘22 surge from the abyss. We’ve had a 6-month consolidation period that was painful for short term traders & weak handed investors. Majority are underweight and risk underperforming their…

Someone at ICE Data Indices likely made a booboo spilling unconfirmed news of $SAND index deletion. Down as much as 13% intraday. Now up 5% after market on news of it staying in NYSE Arca Gold Miners Index. #StocksInNews

Xpeng Inc. soars 14% on news its G6 smart SUV takes in 25,000 in deposits within 72 hours. Big move today but approaching the top of this formation warrants caution. #StocksInNews #StocksToWatch $XPEV $LI $NIO

$BIDU ( will be tradable in RMB on the HK Stock Exchange next week. Not yet open to mainland investors, but will allow foreign buyers to diversify out of the HKD/USD Fed policy risk - BIDU-SW To Launch RMB Counter on June 19 |

China is already way ahead in terms of developing security guidelines for burgeoning AI industry. - OpenAI CEO Thinks China Should Help Shape #AI Security Guidelines $BIDU $BABA #ChatGPT #ErnieBOT |