Brendan Ahern
@ahern_brendan
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China/EM CIO responsible for +$6B Author of https://t.co/1FuX6wbJUT Personal opinions views & not advice KraneShares Funds' Prospectus & Disclosures https://t.co/9KJyrMutM1
New York, New York
Joined February 2013
Premium/Discount of US listed China #ADRs versus their HK close. CNY/renminbi weak versus a stronger US dollar on potential December rate cut pause. Funny $BABA $TCEHY were up in HK on the same "truce" news. Such pessimism!
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$TAL Outstanding results. ADR is only 85% off its all time high!
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The best model for anime image generation just got better. Try NovelAI Diffusion V4.5 for free today.
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Chinese gov't playing it cool by confirming Trump Xi meeting the day before. Hopefully they realize Trump is the only person in Washington DC willing to talk to the Chinese gov't.
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Premium/Discount of US listed China #ADRs versus their HK close. Risk assets rebounding on CNY/renminbi strength versus the US dollar (thus far!). $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME
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#1 news item in China overnight was an overview of the 15th Five-Year Plan per today's @chinalastnight . Artificial intelligence was mentioned eight times. Technology self-reliance was referenced nine times. Bit surprised at the performance of key beneficiaries during US trading
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Premium/Discount of US-listed China #ADRs versus their HK close. CNY/renminbi stronger, which is usually good for risk assets. Three largest #AI and #CloudComputing are down despite 15th 5 Year Plan's emphasis on tech self reliance. hmmmmm $TCEHY $BABA $JD $NTES $BZUN
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Great article from @LiYuan6 of the @nytimes Great line from the article I recommend reading: “Part of the reason American tech leaders amplify China’s capabilities, or its threat, is to pressure Washington into squeezing their Chinese peers with tariffs and regulation, and to
The new admiration for China highlights both how little Americans understand about the country and how disillusioned many have become with their own. My latest
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Premium/Discount of US listed China #ADRs versus their HK close. Renminbi rallying off lows which usually is good for risk assets/ie ADRs. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY
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ZERO Western media coverage of today's release and press conference on 4th Plenum, past 14th 5 Year Plan and coming 15th Five Year Plan. Deep dive in today's @chinalastnight which explains why all things growth ripped overnight. spoiler alert: AI Plus initiative.
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2 Key areas to focus from the Communique of the fourth plenary meeting of the twentieth Central Committee of the Communist Party of China: The CPC Central Committee also set the following major objectives for the 15th Five-Year Plan period: significant advancements in
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The Big Bosses need to look important. I'm in the camp this is nothing more than the "Art of the Deal" as both sides apply leverage in their pre-negotiating Kabuka theater.
I’ve noticed this too. Never before have I seen a US President openly manipulating markets with constantly changing rhetoric and guidance/misguidance as if there are no consequences. A bad day for stocks? I like Xi Jinping! A good day for stocks? Buy our soybeans or 155% tariffs!
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If you go beyond China's September Retail Sales number into the data, you'd notice the below. Positive for $BABA $JD $PDD?
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Per today's @chinalastnight mainland China precious metals sub-sector rolled over recently after an epic run from January 2024. Very extended. No clue if this leads to a global metals/mining top or at least a breather.
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$BABA kicked off its Singles Day pre-order last night. Looks like a strong start!
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Not what he said. Not even remotely close as taken completely out of context. Absurd IMO
*BESSENT URGES WORLD BANK TO END SUPPORT FOR CHINA
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$BABA returns to net buying from mainland investors via Southbound Stock Connect.
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Premium/Discount of US listed China ETFs versus their HK close. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY
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