BABA
June 13, 2022 | BABA, Daily JAM, Videos |
My one-hundred-and-forty-fourth YouTube video “China Stocks Soar on End to Tech Crackdown” went up today. In the past few weeks–at least before the inflation/interest rate meltdown in U.S. markets,–I’ve seen an uptick in big China stocks like Alibaba (BABA), DiDi Global (DIDI), and JD.com (JD) on signs that Chinese regulators are easing up on tech stocks as the government tries to jump start China’s economy. If you’re looking for stocks that aren’t correlated to the U.S. economy and markets, I think this is a good time to revisit some of these stocks, especially JD.Com and the iShares China Large-Cap ETF (FXI)
May 17, 2022 | BABA, Daily JAM, FXI, Jubak Picks, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
Today, Tuesday May 17, China’s top economic official, Vice Premier Liu He, said that the government will support the development of digital economy companies and their public stock listings. The comments delivered after a symposium with the CEOs of some of the country’s largest private technology companies came just a day after the National Bureau of Statistics reported that industrial output fell 2.9% in April from April 2021, and that retail sales contracted 11.1%. Financial markets in China and the United States interpreted the remarks as a public show of support for China’s Internet companies
May 3, 2022 | BABA, Daily JAM, Jubak Picks, TCEHY, Top 50 Stocks, Videos |
My one-hundredth-and-ninth-eighth YouTube video “Trend of the Week China’s back!” went up today. At the end of last week, the Chinese government sent signals that it would make moves to stimulate the slowing economy amid widespread lockdowns, as well as letting up slightly in its crackdown on internet companies. This has sent Chinese tech stocks soaring, with multiple percentage-point increases in a few hours. In this video, I look at Tencent (TCEHY), JD.com (JD), Alibaba (BABA) and Meituan (MPNGF) and talk about why this is an important trend to follow, but why we’ll only see these stocks go up in the short term before government pressure sends them back down.
May 2, 2022 | BABA, Daily JAM, Jubak Picks, Stock Alerts |
My one-hundredth-and-twenty-eighth YouTube video “Quick Pick Alibaba” went up today. Alibaba (BABA) and other Chinese internet companies have been struggling recently under the pressure of a government crackdown. However, with the slowing of the Chinese economy due to ongoing Pandemic lockdowns, the government has signaled that it will let up a bit on this crackdown (and move to add more stimulus to the economy.) Not surprisingly the shares of these companies have picked up some momentum. This is not a long-term pick–the government can and will reverse this loosening. Get some profits on Alibaba while the getting’s good. (Which is why I’m adding it to my 12-18 month Jubak Picks Portfolio and not by long-term 50 Stocks Portfolio.
April 29, 2022 | BABA, Daily JAM, Jubak Picks, Stock Alerts |
The Chinese government has promised more stimulus to prop up growth in the country’s economy and the Politburo has indicated that, at least temporarily, it will slow the pace of its regulatory crack down on China’s Internet companies. The combination, as I posted in today’s Quick Pick YouTube video, has launched a huge rally in China’s Internet and e-commerce stocks. As of 3 p.m. on Friday, April 29, the New York traded shares of Tencent Holdings (TCEHY) wee up 8.95%. JD.com (JD) hadgained 7.72%. And Ablibaba (BABA), the big name among foreign investors and the leading target of government regulators is up 8.26%. On this trend, I’m adding shares of Alibaba to my JubakPicks Portfolio today
March 20, 2022 | BABA, Daily JAM, FXI, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
I expect a continuation of the “disagreement” between domestic Chinese and foreign investors about the risk and direction of China’s stock marketThe two groups see very different worlds when they look at Chinese stocks. China’s domestic investors see a market ready for a big rally from a severe bear market on support from the People’s Bank of China, stock market friendly changes in policy from China’s financial regulators, and promises of fiscal stimulus from the Beijing government. Foreign investors see a the dangers of a confrontation with the United States and the potential for economic sanctions on China
February 8, 2022 | BABA, Daily JAM, FXI, JD, Morning Briefing, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
With the end of the Lunar New Year holiday and the reopening of China’s stock markets, China’s state-backed investment funds have started buying shares of the Chinese stocks traded on U.S. markets. The move follows actions by the People’s Bank of China to inject cash into the economy and financial markets.
August 19, 2021 | BABA, Daily JAM, JD, TCEHY, Top 50 Stocks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My forty-second YouTube video “3 China stocks to buy but not now”-went up today.
July 28, 2021 | BABA, Daily JAM, MPNGF, TCEHY, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My thirty-sixth YouTube video “Is China un-investable?”-went up today.
November 10, 2019 | BABA, Daily JAM, DIS, JD, TCEHY |
...company specific events on Monday and Tuesday to start the week with a bang of news. First, there's the Singles' Day e-commence juggernaut that kicked off today (Monday in China.) Â Last year this shopping frenzy, which began as a day to celebrate being single (from...
November 12, 2018 | BABA, Daily JAM, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
September 24, 2018 | BABA, Daily JAM, FCX, Mid Term, SCCO, TCEHY, Volatility, ZNH |
Let's not overthink this, okay? In my post on Friday "Get ready for an emerging markets bounce" I laid out the case for believing that the emerging markets crisis is about to yield to an emerging markets bounce that could last weeks or even run through the end of...
