Today, both the Hong Kong stock market and A-share market have experienced a comprehensive surge.The Hang Seng Index has experienced a two-week consolidation phase and finally decided to break out upwards, indicating that the market for Chinese assets is preparing to take off.
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This market launch is similar to the one in mid-September, coinciding with bullish monetary policy announcements in China and military demonstrations of strength, particularly the recent joint carrier training with the Liaoning and Shandong aircraft carriers, as well as official induction of the J-35A fighter jet. This sets the stage for a potential surge in Chinese assets.
At this moment, the frequent appearances of Chinese aircraft carriers and fighter jets could be seen as a hedge against potential risks from the U.S. presidential election.Regardless of who becomes the next U.S. president, the policy towards China is unlikely to change significantly, and in order to address internal conflicts, the conflict is likely to escalate further. Demonstrating military strength could help offset these concerns to some extent.
The competition between China and the U.S. is actually a tripartite competition involving technology, finance, and military, with military power being the key underlying factor.The strength of the United States relies primarily on its powerful military strength. With the support of military strength, it has subsequently achieved technological monopoly and financial hegemony. Chinese assets have been suppressed for more than 3 years, in fact, it's capital determining the pricing of China...

Weak industrial and SOE profits will add impetus to Beijing’s economic stimulus measures and we hope to get something substantial after the upcoming NPC meeting next week. Everybody knows China’s economy could use a lot of help getting back on track. We’ve had sizeable pullbacks of 10% to 20% in many key names and ripe for another strong run if we get a new wave of measures from Beijing that coincides with 3...

Normally, that would be a warning sign. But we shouldn't worry about the money moving into China today. Instead, this shift is a sign that the boom can continue. The Chinese government is unleashing stimulus to boost the economy and stock market.
Chinese stocks have jumped 20%-plus since the low last month, even with a slight pullback along the way. And that quick rally has caught the attention – and dollars of more investors. We ...