WE THINK: U.S.-China Trade Hits the Reset Button
In the first half of May, capital markets continued their rebound from April. Following the release of the U.S.-China Geneva Trade Talks Joint Statement on May 12, market sentiment briefly surged, but A-shares and Hong Kong stocks saw a pullback in the latter half of the month.
2025-06-03WE THINK: The U.S. Trifecta Selloff and Prospects for U.S.-China Trade Negotiations
The global capital markets faced severe turbulence in early April following the Trump administration's imposition of reciprocal tariffs. China's immediate retaliatory measures amplified concerns over an uncontrolled trade war escalation.
2025-05-06WE Think: Trump's "Liberation Day": Global Capital Markets Enter Crisis Mode A Return to the "Hoover Era" or Just a False Alarm?
In March, China's stock market primarily experienced fluctuations with upward attempts followed by consolidation. The Wind All-China Index and the Hang Seng Tech Index recorded monthly gains of -0.4% and 0.78%, respectively, while their year-to-date returns stood at 1.9% and 20.74%. The "tech bull"
2025-04-06WE THINK: China Has Embarked on a New Wave of Technology Investment
In February, Chinese assets surprisingly led the global capital markets in performance, with the Nasdaq Index falling by -3.97% during the same period. The Wind All-A Index, Hang Seng Index
2025-03-04WE THINK：The Situation is Developing in Favor of China, with DEEPSEEK Leading the Breakthrough Beyond the
In January, due to the Lunar New Year holiday falling on January 28th this year and the inauguration of the new U.S. president on January 20th, both domestic policies and capital markets were characterized by a cautious wait-and-see attitude.
2025-02-05WE THINK：Vision 2025 - Waiting patiently
In 2024, China's equity assets performed reasonably well from a systemic perspective. Despite initial investor pessimism and a downturn in small-cap stocks at the beginning of the year, along with significant market pressure in the first half of Q2 and Q3, a clear shift in macro policy on September
2025-01-06WE THINK: Domestic Demands is the Key to Globalisation 2.0
In November, the A-share market saw its focus shift upward amid oscillating rotations, with the Wind All A Index rising by 1.34% for the month and the CSI 300 Index increasing slightly by 0.66%, reflecting characteristics of a slow bull market.
2024-12-02WE THINK: Why is it difficult to make money even in a bull market?
In October, the A-share market exhibited a pattern of high openings followed by declines and wide fluctuations. The Wind All A Index rose by 2.28% for the month, but the pullback from its high reached 16.8%. The CSI 300 Index saw a monthly change of -3.16%, with a volatility of 17.05%.
2024-11-04WE THINK：Is it a Rebound or Turnaround? Don’t become “Yegong”
In September, the Chinese stock market staged a dramatic comeback. Before the 23rd, the market continued its previous sluggish trend, with declining volumes and most investors feeling despondent.
2024-10-07WE THINK: Reviewing how A-shares recoverd from the previous bear markets. What’s the commonality of successful investment decisions?
In August, the A-share market continued its previous weak trend, and the market still lacked a profit-making effect. Although driven by mysterious incremental funds, the stock prices of major banks in various countries reached new highs, most other companies' stock prices continued to decline.
2024-09-02WE THINK: No investment strategy will be effective forever; The commonalities of the most disastrous investment decisions
We will continue to invest into “high quality” stocks, investing in only the best of the best only for the moment of time, as we believe strong fundamentals are the basis to strive through volatility
2024-08-05WE THINK: Investors’ Confidence and Patience are Equally Important. What’s the Future for Small Cap Stocks?
Maintain a structural market mindset, and maintain a volatile market mindset. Leverage the advantage of having both breadth and depth of research, continuously optimize the investment portfolio, and patiently sow the seeds for spring.
2024-07-12