- China's economic recovery continued to be strong and I illustrate this through.
- Through charts, I provide the contrast in the level of stimuli and liquidity injections between the U.S. and China which partly explain the renminbi strength and bullish investor sentiment.
- Investors have ignored naysayers and short-sellers to plow into GSX Techedu while they look towards KE Holdings as the Chinese Zillow but better.
- The share price movement of iQIYI continues to play out as anticipated.
- I discuss the entry of GSX Techedu and KE Holdings into the top 10 holdings of the KWEB ETF.
For further details see:
GSX Techedu And KE Holdings Herald The New Economy Era