Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

8 Oct 2024

😱 The shocking chart of the day: Chinese stocks surged by 5.93% while Hong Kong Stocks collapsed by 9.41%, the largest single-day divergence in history 😱

Source: Barchart

7 Oct 2024

If futures are any indication, Mainland Chinese stocks are going through roof at the Tuesday reopen from the week-long holiday.

Source: David Ingles @DavidInglesTV on X, Bloomberg

7 Oct 2024

Goldman: to escape deflation and for the rally to be sustainable, China's M1 has to overtake its M2.

For that to happen, China will need to unleash a historic credit impulse (record new debt creation, launch QE) and global inflationary shockwave. Source: zerohedge

7 Oct 2024

GS: South Africa, Commodity heavy EMs (Peru, Chile), and North Asian equity markets have the highest sensitivity to China growth

Source: Mike Zaccardi, CFA, CMT 🍖, Goldman Sachs

4 Oct 2024

The Kraneshares CSI China Internet ETF $KWEB took in $700m on Wednesday, its biggest inflow ever

Source: Bloomberg, Katie Greifeld

3 Oct 2024

Here's a crazy stat on this Chinese equity rally.

A momentum gauge of the Hang Seng Index just hit the highest level in 50 years. The % of members signalling overbought conditions is at a record. Source: Bloomberg, David Ingles

2 Oct 2024

😱 The shocking chart of the day: a 128% INTRADAY increase for a HK-listed ETF !!!

The China equities rally look unstoppable... 😱 The Hang Seng Tech Index expanded its gains to 9%, while the Hang Seng Index surged by 6%. The FTSE China A50 Index futures rose by over 8%. As shown on the chart below, the HK-listed Science and Technology Innovation Board 50 ETF, surged dramatically, with an intraday increase of 128%. In the previous trading day, it closed with a rise of over 21%. Source: CN Wire

2 Oct 2024

HedgeFunds are buying Chinese Stocks at the fastest speed in history

Source: Barchart

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks