Brendan Ahern, chief investment officer of KraneShares, joins 'The Exchange' to discuss China's zero-Covid policy, China's effort to get its economy going again, and the end beneficiaries in domestic
Tencent is down 70% from highs and trades at the same levels it did 5 years ago. There are $150 billion of equity investments on the balance sheet as compared to the $270 billion in market cap.

7 Chinese Stocks Set to Soar From 52-Week Lows

07:42pm, Monday, 31'st Oct 2022
Chinese stocks have been beaten down in recent months. However, the broad group of China-based U.S.-listed stocks has taken another turn downward, reacting poorly to the recently-completed National Ch
Tencent stock is down about 44% since I have last covered the company and assigned a 'Buy' recommendation. But I continue to believe that investors should 'Buy' Tencent and 'focus on the long-term'.
Over the weekend, President Jinping Xi was named the leader of the Chinese Communist Party for a third straight tenure.
Prior to some lackluster earnings reports from big-tech names, the Nasdaq rallied as much as 11% from its 52-week low, made two weeks ago. This had some investors thinking the risk-on trade was back a

Who Is Afraid Of Xi Jinping?

02:59pm, Wednesday, 26'th Oct 2022
Many commentators, analysts and investors see China as uninvestable, and pessimism might be peaking right now. But when looking at the numbers, we have a country growing with a high pace and trading a

The Inexorable Descent of China

02:26pm, Wednesday, 26'th Oct 2022
Here's what Xi Jinping's third term in power means for investors.
Chinese stocks tanked on Monday as China's president Xi Jinping secured a third term as the country's leader and stacked the country's highest decision-making body with loyalists, fuelling investor's

Why Tencent, Huya, and Lufax Plunged Today

02:06pm, Monday, 24'th Oct 2022
Chinese tech and fintech shares fell hard today as Xi Jinping consolidated power this weekend.
The recent agreement between PCAOB and the Chinese authorities has mitigated the delisting risk to a much more favorable position. The Chinese economy is fundamentally reforming and restructuring itse
The Biden administration is trying to slow China's technological advances on concern they could be used for military purposes.
There seems to be little disagreement among bulls and bears that both Alibaba and Tencent are in value territory. A fundamental disagreement between many bulls and bears is simply this: can value inve
Videogames are heading for a U.S. sales decline in 2022, but a looming recession and new releases could turbocharge a rebound in 2023, according to one analyst.
Tencent Holdings Ltd. denied a report by Dow Jones that the Chinese technology giant was considering selling down investments in companies from Meituan to KE Holdings Inc. Stephen Engle reports o
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