March 5, 2022 | Daily JAM, Perfect Five-ETFs, Top 50 Stocks |
In the coming week I expect global stock market action to shift to China. With every other stock market looking almost too risky to invest in, and the recent advice to invest in emerging market stocks, China’s short-term story looks (relatively) very attractiveAt the opening of China’s weekend session of the country’s legislature on Saturday, China’s premier, Li Keqiang, announced that the 2020 growth target for the country’s economy was “around 5.5 percent.”
February 21, 2022 | Daily JAM, Morning Briefing |
The themes should be familiar by now. The Chinese government’s crackdown on the country’s big tech companies continues. And there’s new bad news from a company thought to be safe from the real estate crisis.
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.
January 31, 2022 | Daily JAM, Morning Briefing |
Output from China’s manufacturing sector slowed to its weakest in almost two years in January, according to the Caixin/Markit Purchasing Managers Index. The index dropped to 49.1 in January from 50.9 in December. In the index a reading below 50 indicates that output is contracting rather than expanding. The January level is the weakest since February 2020 when much of the country was on lockdown during the first wave of the Covid-19 virus.
January 21, 2022 | Daily JAM, FXI, Perfect Five-ETFs, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-first YouTube video “QuickPick: FXI China ETF” went up today.
January 3, 2022 | Daily JAM, Morning Briefing, Short Term |
Shares in China’s Evergrande Group have been suspended from trading in Hong Kong, the property developer announced on Monday. The company did not give a reason. Leaving us to speculate and there’s plenty to speculate with. Evergrande missed new coupon payments of $255 million due last Tuesday–and that’s just the beginning
January 2, 2022 | Daily JAM, FXI, Mid Term, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
In other years this would clearly be the time to jump into China stocks. What we have right now is a classic, tried-and-true set up for big gains from buying China stocks. With a “but” or two that suggests a cautious strategy. But I will be buying shares of Tencent Holdings and the FXI ETF on Monday, January 3.
December 22, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My eighty-third YouTube video “A new trade war with China?” went up today.
December 4, 2021 | Daily JAM, Friday Trick or Trend |
On Friday news that China’s Internet food delivery giant Didi Global (DIDI) planned to delist its shares from the New York Stock Exchange hammered the stock in New York trading. Didi’s ADRs fell 22.24%. And other Chinese stocks with New York listings followed the path downward pioneered by Didi Global. Abibaba (BABA) closed down 8.29%. Tencent Holdings (TCEHY) slid 4.87%. And JD.Com (JD) dropped 7.71%.
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.
August 16, 2021 | Daily JAM, Mid Term |
The Chinese government reported today that the country’s economy slowed more than expected in July. Retail sales were crimped by tough new virus restrictions introduced toward the end of the month to contain fresh outbreaks. Retail sales rose by 8.5% near over year. Analysts had expected growth of 10.9%.
August 6, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My thirty-ninth YouTube video “Will China sink global stocks”-went up today.
