🟩 🌟 **US Markets Stall: Where to Invest Next?** 🌟 Join Iggy from The Investing Iguana as we dive into the shifting global market landscape, shedding light on what the recent stall in US markets means for your portfolio. Is China’s market emerging as the next big opportunity? This video is packed with insights on diversification, financial analysis, and smart investment strategies designed to keep you ahead. 💼 **Key Takeaways:** - The US market’s exceptional run is slowing due to domestic uncertainties and shifting investor sentiment. - China is stepping into the spotlight with groundbreaking AI advancements, more attractive stock valuations, and improving fundamentals. - Discover how Hong Kong tech stocks and high-yield Chinese investments might offer near-term opportunities. 📊 Whether you

Deepseek unlocks a New Era of China Investment Under the leadership of Deepseek, the China investment market is witnessing unprecedented opportunities. From the rise of emerging technologies to the transformation of traditional industries, immense wealth potential lies within. Stay ahead of the trend, make precise investments, and join us in writing a new chapter of wealth creation!Top 5 China assets ETF winners : Performance Speaks for Itself$Direxion Daily FTSE China Bull 3X Shares(YINN)$ +46.13% in 2025: Soaring ahead with remarkable potential.YINN is a China-focused ETF that captures the growth of the country's consumer sector, driven by its expanding middle class and increasing domestic consumption.Top 5 holdings：

I. Chinese stocks have been on a continuous upward trend for a month, with Wall Street institutions turning bullishChinese stocks have been on an upward trajectory for nearly a month since January 13. The $iShares MSCI China ETF(MCHI)$ has seen gains for four consecutive weeks since mid-January, with a rise of over 4% since February, significantly outperforming other markets such as the United States and Japan.Market revaluation driven by technological breakthroughs: The launch of DeepSeek's breakthrough low-cost AI model has become a crucial catalyst for global investors to reassess Chinese assets. The model's high efficiency and open-source nature have been favored by many Chinese companies, fueling the popularity of related concepts and changin

This week, Hong Kong stocks surged, with the $HSI(HSI)$ rising 7.04% and reclaiming the 22,000-point mark, approaching the highs seen during the National Day holidays!The Catalyst: DeepSeek Breaks the AI NarrativeThe key driving force behind the rally is DeepSeek, which has completely overturned the AI narrative. The idea that Chinese AI could only follow the U.S. has been shattered, and both domestic and international funds are reevaluating tech stock investments. UBS even stated that the rise in the Chinese stock market driven by DeepSeek has only completed half of its potential!Alibaba Leads the ChargeIn AI tech stocks, $BABA-W(09988)$ is leading the way. Not only did it launch the Qwen 2.5-Max AI mode

$Alibaba(BABA)$ Despite the market's volatility over the past month, Alibaba's stock has surged more than 23%. Several key catalysts have driven this rally, including developments around tariffs and the impact of DeepSeek on AI in China. However, investors will be looking for a tangible impact on Alibaba’s earnings from these factors. The company is set to report its Q4 earnings on February 20th, which will provide more clarity on its financial outlook. In today’s article, we’ll dive into all of this and more. Given the recent sell-off among large tech stocks, I’m considering adding to my positions in Google and Microsoft if their prices continue to decline. Google remains one of the most attractively valued companies within the “Magnificent Seven

Performance of Global Equity Indices(in US Dollar) Source: Bloomberg, Tiger Brokers DeepSeek Disrupts the Global AI Landscape, Computing Power Demand Continues to Rise—Where Will Future Opportunities Lie? Recently, DeepSeek launched China's first large model with inference capabilities on par with OpenAI, achieving this at less than one-tenth of the cost. This move has sparked widespread discussion within the industry, significantly boosting confidence in Chinese tech stocks while also causing major volatility in U.S. AI-related stocks. After two weeks of fermentation, the market has largely digested the DeepSeek event. Discussions surrounding computing power and NVIDIA have also reached a general consensus: demand for computing power will not decline but will continue to rise. At its

I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, Complied by Tiger Brokers II. Key Market Themes i. Greater China Tech Stocks Surge—Is It Too Late to Invest? Recently, driven by DeepSeek’s impact, the Greater China technology sector has experienced a significant rally. Since February, the Hang Seng Tech Index has surged over 15%, with Alibaba leading the charge, rising nearly 40% in just half a month. Additionally, trading volume in the Hang Seng Tech Index has surged, exceeding HKD 1 trillion in just two weeks. If this trend continues, February’s total trading volume could reach a historic high. Despite the rally, Greater China tech stocks remain undervalued. Current data shows that the Hang Seng Tech Index’s P/E ratio

In the fast-paced world of artificial intelligence (AI), companies are constantly seeking ways to build a competitive advantage, or what's often referred to as a "moat." DeepSeek, a Chinese AI company, has recently emerged as a formidable player, challenging the dominance of established giants like Google and OpenAI. But what exactly is DeepSeek's moat, and how does it set them apart? A Unique Approach to AI Development DeepSeek's moat can be attributed to a combination of factors, including their unique approach to AI development, their focus on efficiency, and their commitment to open-source collaboration. Efficiency as a Key Differentiator One of DeepSeek's most notable achievements is their ability to develop cutting-edge AI models at a fraction of the cost compared to their competitor

$Alibaba(BABA)$ $BIDU-SW(09888)$ $TENCENT(00700)$ $SUPER MICRO COMPUTER INC(SMCI)$ The rise of DeepSeek AI could drive gains in China’s tech sector. Baidu (BIDU) and Alibaba (BABA), with strong AI infrastructure and cloud capabilities, stand to benefit from increased AI adoption. Tencent (0700.HK)’s dominance in social media and gaming creates opportunities for AI-driven user engagement and monetization. SMIC (0981.HK) and Hua Hong Semiconductor (1347.HK) could gain from higher AI chip demand. Government support f

$TENCENT(00700)$ $Alibaba(BABA)$ $SMIC(00981)$ With DeepSeek making waves in the AI space, investors are looking for the next big winners in China’s market. Tech and cloud computing giants, semiconductor players, and even AI-driven applications could see strong tailwinds. Companies like Tencent and Alibaba, with their massive data ecosystems, stand to benefit, while chipmakers such as SMIC could gain from increased AI demand. The question is, will the market reward these names, or are there hidden gems poised for even bigger gains? Which Chinese stocks do you think will outperform i

The Hang Seng Index continued its upward momentum on February 14, reflecting growing optimism in Chinese markets. Following DeepSeek's impressive surge, Chinese assets have shown remarkable potential, with several major institutions upgrading their forecasts for Chinese stocks. This renewed confidence comes amid expectations of policy support, improving economic conditions, and a potential shift in sentiment toward China’s tech sector. Institutional Optimism and High-Profile Meetings According to reports, Chinese leaders will soon meet with prominent business executives, including: Jack Ma (Alibaba) Pony Ma (Tencent) Lei Jun (Xiaomi) These discussions could signal government support for the private sector, which has faced regulatory challenges in recent years. If policies turn more favorab

Alibaba Why it might outperform: Alibaba has been a focal point for investors due to its dominant position in e-commerce and cloud computing.  Analysts, like those from Goldman Sachs (October 2024), have raised price-to-earnings targets for MSCI China companies, suggesting stocks like Alibaba could benefit from policy support and undervaluation (forward P/E around 9.07 as of mid-2024). KraneShares also emphasized internet companies as potential outperformers in their 2025 outlook. Risks: Regulatory pressures and competition remain concerns, but its low valuation might attract contrarian investors.

Disclaimer: Whatever I say or post doesn't act as financial advice, so please do your due diligence before making any decision. https://harvestportfolios.com/january-2025-market-recap-5-market-minutes/?utm_source=Mailchimp&utm_medium=e-blast&utm_source=Retail+Newsletter+-+All+ETFs&utm_campaign=51b9e05413-EMAIL_CAMPAIGN_2023_11_02_03_59_COPY_01&utm_medium=email&utm_term=0_-e7bf5ea162-379963422 Sharing this useful 5 minutes summary of key events in January and how to navigate the market going forward.  @madluvyz - Specialist in using TA to sell options and swing trade.😺