Krane Funds Advisors, LLC is the investment manager for KraneShares ETFs. Our suite of China focused ETFs provide investors with solutions to capture China’s importance as an essential element of a well-designed investment portfolio. We strive to provide innovative, first to market strategies that have been developed based on our strong partnerships and our deep knowledge of investing. We help investors stay up to date on global market trends and aim to provide meaningful diversification. Krane Funds Advisors, LLC is majority owned by China International Capital Corporation (CICC).
Internet Companies Move to Comply with Regulations & Rebound
Asian equities had a strong day on light volumes except for Japan, which was off a touch. Meanwhile, Thailand and India were on holiday.
March PMIs Shine, Stocks Hit With Quarter-End Clip
Tencent’s Q4 Earnings Beat, Company Complies with New Rules on Privacy & Fintech
North Asian equities had an ugly night as Japan, Hong Kong, China, India, and Taiwan were all off. However, South Korea did not seem to get the memo.
Pinduoduo’s Q4 Results Shine As Founder Retires
JD.com Powers Through Q4, China Stocks Rebound
Buy The Dip & Bank RRR Cut Speculation Lead to Spectacular Day
Asian equities had a strong day as China, Hong Kong, India, and Thailand all outperformed. By far the most important catalyst for Mainland China and Hong Kong overnight was a report that banks’ reserve requirement ratio (RRR), the amount of deposits they need to hold, could be cut for regional banks, which would free up cash for lending.
Market Corrections Are Tears in The Rain, Week in Review
Asian equities were taken to the woodshed overnight. Yesterday’s US Treasury yield spike reminded me of the 2013 taper tantrum when Ben Bernanke said they were thinking of slowing quantitative easing.
Hong Kong Rallies On Return From Holiday, My Charts Don’t Lie
Asian equities were largely off as Hong Kong had a strong day along with Taiwan, which returned from holiday by ripping +3.54%.
Investors Get Their Cheese As Year of The Rat Ends
Asian equities were largely higher as Hong Kong and Mainland China outperformed on the last day of Mainland trading before the Chinese New Year holiday.
Alibaba’s Results Cast Aside Jack Ma’s Omission from List of Entrepreneurs
Asian equities had a strong day overnight with another strong day for growth stocks. The notable news overnight was the release of the Shanghai Securities News commentary celebrating top entrepreneurs that highlighted Tencent’s founder Pony Ma but out Jack Ma.
Ant Group Rises From the Ashes as Mainland Investors Buy Hong Kong in Size
Asian equities were mixed as Japan and China did alright, though Korea and India got whacked around. The positive coverage of Ant Group becoming a financial company, which could allow the company to come public at some point, lifted Alibaba Hong Kong +2.6% while other Hong Kong growth stocks saw profit-taking.
Jack Ma’s Return Drives Growth Stocks Higher in Hong Kong and China
Bilibili Relists in Hong Kong While Alibaba Goes EV
Asian markets had a strong day with China and Hong Kong off a touch. After China’s market close yesterday, the reviewed money supply and credit growth figures were released.
Hong Kong & Mainland China Equities Continue to Climb The Wall of Worry
Asian equities were mixed overnight as Hong Kong and China outperformed. Today’s positive market action was on high volume once again and came despite several headline headwinds including the NYSE.
Hong Kong Growth Gets Its Groove On
Asian equities were largely higher on light volumes as Hong Kong, China, and Korea outperformed. Growth stocks led gains in Hong Kong.
Foreign Investors Bought $1.233 Billion Worth of Mainland Stocks Today
Asian equities had a strong night on moderate volumes except for Taiwan, South Korea, and Singapore. While the Kospi was off -0.05%, the growth-oriented Kosdaq was up +0.47%.
JD Health’s IPO Has “The Right Stuff” To Fly, Hong Kong Value “Bought the Farm” And Underperformed
Asian equities were mostly off on plunging/light volumes. Taiwan outperformed while Korea took a hit after yesterday’s strong performance.
Copper Higher on Strong China Trade Data, Stocks Overshadowed by FTSE Complying with Executive Order
Asian equities had a mixed session on light volumes as Japan, Hong Kong, and China were hit with profit taking driven by the FTSE announcement.
More Bark Than Bite: SEC Provides Resolution to PCAOB Issue Despite House’s Delisting Vote
There has been significant emphasis placed on the risk associated with investing in Chinese equities and little examination of the rewards.
MSCI Index Rebalance Drives Volumes, Meituan & Autohome Deliver Strong Q3 Results
Asian markets ended a strong month with a thud as volumes exploded due to trading related to MSCI’s Semi-Annual Index Review (SAIR).
Southbound Connect Expansion Will Not Include Dual Share Classes, Value Rotation Goes Global
Asian equities seemed to question US stock euphoria in light of rising global coronavirus cases as markets were off on high volumes. High volume days are important clues on what big investors are thinking as these investors utilize them to shift their portfolios.
Growth Names Gallop Back, Week in Review
Asian equities ended a positive performance week on a mostly positive note. However, Japan was off a touch in advance of their market holiday Monday and against the backdrop of increased global coronavirus cases.
CNY Rallies as Baidu Brings the JOYY to its Q3 Results, KE Holdings Crushes Q3 Results
Baidu (BIDU US) reported Q3 results after the US close yesterday. The company also announced that it is officially buying JOYY Inc’s (YY US) China online video streaming business to garner more eyeballs to its ecosystem.
Tencent and Pinduoduo’s Q3 Results Beat Estimates
Asian markets were, for the most part, slightly lower or unchanged overnight, though Shenzhen and New Zealand were outliers to the upside.
Revenge of the Value Nerds as Singles Day Kicks Off
Asian equities were mixed with Japan, Singapore, Malaysia, and Thailand outperforming while Mainland China and Taiwan lagged. Growth/WFH names are being sold globally to fund reopening/value stocks.
Ant Group IPO Review, Markets Shake It Off & Rally
Asian equities had another strong day. The 50-stock Hang Seng Index was down -0.21%, but the broader 438-stock Hang Seng Composite gained +0.42% and the Chinese stocks listed in Hong Kong and within the MSCI China All Shares Index gained +0.44%.