Neal Jon Smith

Investment professional

[Snow Leopard @SpottySnowLeo]

Unlikely this would happen

Insurers have very low equity ownership (est 12-14% as of April), which is however highly likely to rise

Everyone keeps telling me the CCP doesn't care about stock prices...what do you replace housing as a savings vehicle with? STOCKS $FXI $KWEB

[Snow Leopard @SpottySnowLeo]

Indian speculation is about to have a regulatory clamp down, that in my view, is likely to reverberate negatively into Indian GDP

Chinese announced policy support for equities via insurers this morning

24-09-24...pick your fighter into year end
$FXI $INDA

[Snow Leopard @SpottySnowLeo]

Thats about 1.75x what they spent to put the low into A-SHARES in January via equity stabilisation fund
$ASHR

[Snow Leopard @SpottySnowLeo]

$FXI > $INDA

Can't wait for the first Indian regulatory clampdown next week. Pair should be double tapped from both ends

[Snow Leopard @SpottySnowLeo]

1 down, 2 to go

[Snow Leopard @SpottySnowLeo]

Fun fact:

Chinese consumers have cash deposits = 2x the value of the Chinese stock market

They have had zero interest in Chinese equities to date

What happens if they got interested?
$FXI $KWEB

Chinese equities = 3% of US equities
Chinese GDP = 65% of US GDP

[Snow Leopard @SpottySnowLeo]

Global investors are overweight the US at 65% share of global equity market cap

And underweight the 2nd largest economy at 2.5% share of global equity market cap

How much can this trade possibly yield?

My bet..not much

Huawei > Apple
BYD > Tesla

$KWEB $FXI $AAPL $TSLA $QQQ

[Snow Leopard @SpottySnowLeo]

Here is why this morning's "whatever it takes" to get Chinese stocks up announcement is a nightmare for EM funds

China is > 20% of the index and almost everyone is underweight China

The end

$EEM $FXI

[Snow Leopard @SpottySnowLeo]

#Tencent ...will it break out?

If it does, the move could be sizeable

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