To The Moon

$POP MART(09992)$ $Pop Mart International Group Limited(PMRTY)$ One of the best performing stocks over the past year was a company right under my nose. My kids were going crazy about the toys and collectibles they make and sell (sometimes in vending machines).Pop Mart is popping. ImageChina's online retail sales grew 7.2% YoY to RMB 15.5 trillion in 2024. It accounted for 31.8% of total retail sales.In December alone, online retail sales grew 5.4% YoY to RMB 1.415 trillion. It accounted for 33% of total retail sales.With online retail sales now accounting for a third of total retail sales, the growth gap between the two is narrowing. Boosting consumption won't just depend on better policies for retail-f

$Alibaba(BABA)$ $BABA-W(09988)$ is looking to break out. Even $JD.com(JD)$ $JD-SW(09618)$ $NetEase(NTES)$ $NTES-S(09999)$ $Trip.com Group Limited(TCOM)$ and many more looking strong.This has little to do with Trump's TikTok turnaround and more to do with an improving economy.Real estate underpins consumption. And real estate has been recovering in most major cities, with green shoots appearing in lower-tier cities.China continues to maintain a very accommodative policy language. This is likely

China's electricity consumption grew 6.8% in 2024.The secondary industry - manufacturing, mining, construction, and energy - grew 5.1%. It accounts for 2/3rds of China's electricity consumption.GDP and electricity consumption are positively correlated. This tells us that China's economy has been growing despite the challenges of a weak real estate market in 2024. This year is shaping up to be a better year. $iShares MSCI China ETF(MCHI)$ $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $KraneShares CSI China Internet ETF(KWEB)$ $iShares China Large-Cap ETF(FXI)$ $KraneShare

Looks like there's no stopping the tiktokban going into effect on Sunday, 1/19.Experts say this is "great news" for US competitor platforms owned by $Meta Platforms, Inc.(META)$ like instagram and facebook. Right now, it's backfiring in the form of pissed-off American tiktok_us users piling into RedNote. I'd be surprised if this had any real staying power. More of a novelty right now.But I suspect that the next stage will be a backfiring against Instagram Reels and $Alphabet(GOOG)$ $Alphabet(GOOGL)$ YouTube Shorts. In what form that backfiring will be, I'm not sure yet.

Second day in a row. Chinese ADRs proving to be a bright spot in another disappointingly weak overall market. PBoC’s Pan hints at shift to consumption-focused #stimulus. Weak loan growth despite strong M2 growth, plus softening prices may finally be getting the message across to these guys. Here we go! Chinese stocks love bouncing hard after scraping the bottom of the barrel. $KraneShares CSI China Internet ETF(KWEB)$ $Alibaba(BABA)$ $MEITUAN(MPNGF)$ $JD.com(JD)$ $PDD Holdings Inc(PDD)$ $Bilibili Inc.(BILI)$

China's NEV market is still set to grow by an impressive 20% in 2025, possibly achieving 60% to 65% penetration in the auto market.That growth will start to slow in 2026 as the industry matures. I expect the ratio of NEV-to-ICE to plateau at around 80/20 by 2028/29.But given the still relatively low car ownership rate in China, the overall market can still enjoy 4% to 5% annual growth for the next 10 years. $NIO Inc.(NIO)$ $NIO-SW(09866)$ $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ $LI AUTO-W(02015)$ $Li Auto(LI)$

This is a 1-year chart of $Cambricon Technologies Corporation Limited(688256)$ listed in Shanghai. A 6-bagger. It's one of China's leading chip manufacturers, often compared with $NVIDIA(NVDA)$ due to its focus on AI. It bested Nvidia's 173% return and even did better than market darling $Palantir Technologies Inc.(PLTR)$ 's 355% gains. Just one of many examples of big stock market winners out of China that fall outside the usual scope of Wall Street analysts. It's the top holding of the $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ that focuses on stocks listed in China's tech-focused STAR Board. It's also the 5th

So $Tesla Motors(TSLA)$ pops 8% after China deliveries hit 3rd highest monthly in December at 93,766 units. China now accounts for nearly 50% of Tesla’s 4Q global deliveries. When it comes to Tesla in China, where the company likely derives most of its EV profits, investors see no risk. But when it comes to $NIO Inc.(NIO)$ $NIO-SW(09866)$ $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ $ZEEKR(ZK)$ $Li Auto(LI)$ $LI AUTO-W(02015)$ doing well in China, so much risk is

Woah! $Apple(AAPL)$ saw a 47% plunge in mainland China sales in November. And it’s NOT due to a bad economy as headlines will suggest. China’s overall mobile phone market fell 5.1% to 29.6m units in November. That’s a decline of 1.59m units. But foreign branded phones fell 47% to 3.04m. They fell by 2.73m units!The domestic brands alone registered a 19.1% YoY growth to 26,56m units. ImageYou have no idea what you are talking about. 3 of top 5 are Chinese brands. And most likely most of the “Others” are also Chinese brands or made in China for foreign brands. $XIAOMI-W(01810)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Image

In 2024, the $HSTECH(HSTECH)$ Index started the year on a very poor note. It fell 20% in January. But then it ended the year 49% up from its January lows. Total year gain of 19%.In 2025, it’s off to another weak start with a first-day loss of 2.6%. No telling if we will have to endure another selloff like we did last year.It will depend a lot on how fast China can turn promises & vows into action, how quickly the US dollar can start to give up its gains, and how less worse US-China relations can get in Trump’s first few weeks in office. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $KraneShares CSI China Internet ETF(KWEB)$