HSCEI ETF

Strategy Report

MAGC

02828

CQQQ

00HSI

<p>Hello everyone! I am Dolphin Research. Last week, I emphasized in the Dolphin Research Strategy Weekly that Chinese concept assets deserve a cognitive reassessment. From the asset performance last week, the valuation repair of Hong Kong stocks led by technology has been significant: the PE valuation of the Hang Seng Index and the Hang Seng China Enterprises Index has repaired to around 10X, reaching about the 60th percentile of the past five years. Next, an important question is, how much more room is there for reassessment? Before answering this question, let's first look at how the external economic data has provided a repair environment. 1. Is the U.S. economy overheating again? 1) Is inflation going to rebound? Since the beginning of the year...</p>

Roundhill China Magnificent Seven ETF

Invesco China Tech

Invesco Golden Dragon China

Hang Seng Index

Chinese Concept Stocks: How Much Longer Can They "Go Crazy"?

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