FlowBank

1246 days ago

BABA is back

Two days ago Ant Group cancelled the IPO and Alibaba (BABA) fell hard. But it looks like frustrated Ant buyers "discovered" they can buy BABA instead as the stock surged almost 6% in Hong-Kong overnight, bouncing perfectly on the trend line - source: The Market Ear, Refinitiv 

#Stocks
Alibaba chart

1246 days ago

Post-election, Value is back to what it does best, i.e underperforming

Some themes took a hit after the election - e.,g Rate Sensitive Financials -4.8%, Infrastructure -5.3%, Value vs Growth -5.5% (source: The Market Ear) 

#Stocks
MSCI World Value vs. Growth

1246 days ago

Have you heard about the TAJMs?

TAJM stands for the following Hong-Kong listed Tech stocks: Tencent, Alibaba, JD.com and Meituan. The TAJM beats any combination of FAANMG. And a shown on the chart below, Tencent has "crushed" AAPL over a longer time horizon - source: The Market Ear 

#Stocks
Tencent vs. Apple

1246 days ago

EEM, the iShares Emerging Markets ETF, is breaking out

The theme of strong Emerging Markets performance continues. China is a huge part of EM, and tech is a huge part of the entire EM/China space. EEM is surging, taking out big levels in today's' session. Below is what Goldman Sachs wrote about China investing; " The economic resiliency and respectable equity market returns amid the Covid-19 disruptions and continued external pressures reinforce what we view as an underappreciated investment case for A shares as one of the largest, most liquid, growthy, dynamic, under-owned, and strategically important asset classes in a diversified global portfolio, in addition to the index inclusion and financial market reform tailwinds that should drive allocation and portfolio flows over time." - Source: The Market Ear 

#Stocks
EEM ETF chart

1247 days ago

"Chinese Tesla" NIO just crossed the $40 billion Market Cap, larger than Ford...

Source: www.investing.com 

#Stocks
NIO chart
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