Trip.com Financial Results Provide Important Insight Into China’s Reopening

China Last Night KraneShares Key News Asian equities were higher overnight, with China and Hong Kong underperforming. India was off for Holi, which celebrates the arrival of spring according to Google...

PMIs Smash Expectations Leading To A Three Standard Deviation Day In Hong Kong

China Last Night KraneShares Key News Asian equities were higher overnight with Hong Kong and Mainland China outperforming. Several Asian countries underperformed while South Korea was on holiday for ...

Shanghai Breaks Out As “Competition Fears” & Strong Dollar Sink JD.com

China Last Night KraneShares Key News Asian equities were mixed overnight with Hong Kong underperforming on weakness in internet stocks. Worth pointing out that the Hang Seng and Hang Seng Tech gained...

Declining Birthrate Policies Arrive As Hong Kong Internet Stocks Rise

China Last Night KraneShares Key News Asia equities were higher overnight as Hong Kong and South Korea outperformed, while Mainland China underperformed. Hong Kong internet stocks shook off yesterday’...

Investors Wait For US CPI & Internet Earnings

China Last Night KraneShares Key News Asian equities were mixed on light volumes in advance of today’s US CPI release as markets appear to have caught onto the Fed’s focus on inflation. Despite a stro...

Markets Higher As Investors Ignore Nena’s 99 Red Balloons

China Last Night KraneShares Key News Asian equities were largely lower overnight as China outperformed. Apologies for the 1980s hit song reference! Hong Kong-listed internet stocks rallied after US-l...

Economic And Corporate Profit Rebound Lifts Markets

China Last Night KraneShares Key News Asian equities were largely lower following a decline in US stocks, though China and Hong Kong had a strong day. Shanghai, Shenzhen, and Hong Kong all opened lowe...

Yum China Provides A Look At China’s Consumer, Tik Tok Flip Flops On Food Delivery Launch

China Last Night KraneShares Key News Asian equities were largely higher overnight as Taiwan and South Korea outperformed while China, Hong Kong, Japan, Malaysia, and Thailand posted declines. Unfortu...

Balloon Pops Blinken’s Visit, For Now

China Last Night KraneShares Key News Asian equities were largely lower after Friday’s unexpectedly strong US nonfarm payroll release that potentially pauses the Fed pivot, which is weighing on US equ...

Consumer Rebound Rolls On, Week In Review

China Last Night KraneShares Week in Review Asian equities started the week off lower and then rallied higher in the middle of the week as central bank rate hikes dominated market news, though China m...

CNY Rallies As Central Banks Hike Interest Rates

China Last Night KraneShares Key News Asian equity markets were broadly higher as Taiwan and South Korea outperformed. Central banks, including the Hong Kong Monetary Authority, the European Central B...

President Xi Addresses Domestic Consumption In Speech

China Last Night KraneShares Key News Asian equities had a strong day following US stocks’ positive move yesterday, with the Philippines having a very strong day in advance of today’s Fed +25 bps rate...

Political Rhetoric Or Negotiating 101, PMIs Shine! BYD’s BOOM!

China Last Night KraneShares Key News Asian equities were lower in advance of central banks hiking interest rates this week, while India managed a small gain and the Philippines and Taiwan underperfor...

The Year Of The Rabbit Hops To It

China Last Night KraneShares Key News Asian equities were mixed overnight as central bank meetings will dominate this week as Taiwan outperformed while Hong Kong-listed internet stocks were hit with p...

The Importance Of Vice Premier Liu He’s Davos Speech

China Last Night KraneShares Key News Asian stock markets were largely higher as Japan outperformed as the BoJ reaffirmed its commitment to yield curve control. US-listed Chinese stocks were down yest...

Investor Calls For More Buybacks From Alibaba, GDP & Retail Sales Beat Expectations

China Last Night KraneShares Key News Asian equity markets were largely lower as Pakistan was off nearly -3.5% following a largely positive day in the region on Monday. Hong Kong was mixed on Monday a...

Rally Catches Its Breath As World Bank Releases 2023 GDP Forecast

China Last Night KraneShares Key News Asian equities were mixed overnight while Japan and South Korea outperformed. Hong Kong and China eased in afternoon trading though the Hang Seng closed in the gr...

Alibaba’s Ant Capital Raise, Real Estate Rises On Policy Support

China Last Night KraneShares Key News Asian equity markets were mixed as Hong Kong outperformed. South Korea, the Philippines, and Australia outperformed while Japan, India, and Indonesia underperform...

Markets Look Forward As Beijing & Guangzhou Are Past COVID Peak

China Last Night KraneShares Key News Asian equities were largely higher to start 2023 except for Japan, which took another day off today. Both Hong Kong and China opened lower with the Hang Seng down...

Game On For Tencent & NetEase Amid New Game Approvals

Key News North Asia was off except for Hong Kong, while South Asia posted small gains on light volumes. Hong Kong opened higher for the first time since last Friday, closing up +1.56%, though off intr...

BioNTech MRNA Vaccine Approved In Hong Kong, Week In Review

Week in Review Asian equities started the week lower as the Bank of Japan unexpectedly raised its yield ceiling on government bonds, but gained some ground later in the week as Hong Kong outperformed....

Hong Kong Rally Enjoys The Silence

Key News Asian equity markets had a good day as Hong Kong outperformed while Mainland China and India were off. The nattering nabobs of negativity are so focused on COVID’s spread in China they ...

Chinese Tourism Stocks Rally

China Last Night KraneShares Key News Asian equities were mixed overnight on light volumes. COVID’s spread in China is garnering more attention than I would have thought from Western media. 100%...

Bank Of Japan Bazookas Risk Assets

China Last Night KraneShares Key News Asian equities were poised for a weak day following Monday’s US stock market drop. The weak start went from bad to worse mid-morning as the end of the Bank ...

Hong Kong Internet Stocks Ride Policy Tailwind As Covid-19 Weighs On Mainland Sentiment

China Last Night KraneShares Key News Asian equities had a rough Monday, less so India and Singapore as Lionel Messi turned the world into soccer fans (at least temporarily!) with Argentina’s thrillin...

Hong Kong Eliminates Inbound Travel Restrictions

China Last Night KraneShares Key News Asian equities were broadly higher as China, Taiwan, and South Korea underperformed though volumes were light in advance of today’s US CPI release and tomorrow’s ...

Dirty Harry Challenges Investors As Bilibili’s “Three-Body Problem” Goes Viral

China Last Night KraneShares Key News Asian equities were down today on light volumes and little market-moving news as investors wait for Tuesday’s US CPI release and Wednesday’s US interest rate deci...

The Real Estate Phoenix Rises From The Ashes, Week In Review

Week in Review Asian equity markets had a mixed performance week as Hong Kong, and Mainland China were the only markets to end the week higher on China reopening and the real estate rebound. China’s P...

Hong Kong Internet Rally Goes Free Solo On The Wall Of Worry

China Last Night KraneShares Key News Asian equities were mixed/mainly lower, as Hong Kong outperformed significantly, India managed a small gain, and the Philippines closed for the Feast of the Immac...

Politburo Emphasizes Domestic Consumption As China Trade Data Gives Global Economy Thumbs Down

China Last Night KraneShares Key News While not a day that will live in infamy, Asian equities had a rough outing following the Nasdaq’s -2% drop yesterday, with the Goldman Sachs CEO’s pessimis...

Mainland Investors Buy The Dip As COVID Rollback Rolls On

China Last Night KraneShares Key News Asian equities were largely lower, as the Philippines had a great day and China posted a small gain. Hong Kong was off overnight though not nearly as much as US l...

Guangzhou Traffic & Metro Usage Confirms New Government COVID Policies, Week In Review

China Last Night KraneShares Week in Review US and Hong Kong-listed internet stocks outperformed this week on reopening speculation and earnings. Pinduoduo and Bilibili reported better-than-expected Q...