Fat Prophets Logo
Sign up
Login

China & Hong Kong Stocks: Stimulus, Profit-Taking, and Value Opportunities

In recent interview with Ausbiz, our CIO Angus Geddes noticed a big shift in Chinese and Hong Kong stocks.

  • The recent rally in these markets is likely due to profit-taking following substantial gains.
  • China stimulus: The Chinese government is expected to introduce a second round of stimulus measures to stabilize the floundering economy and stock market.
  • Investment opportunities: Despite the recent rally, benchmarks in China and Hong Kong remain below levels from 4-5 years ago, presenting a potential value opportunity.
  • Stocks to watch: Tencent (HKG: 0700) and Alibaba (HKG: 9988) are recommended due to their resilience, growth, and relatively cheap valuations.
  • Australian resources: The expected stimulus from China could positively impact Australia’s resource sector, making stocks like BHP (ASX:BHP) and Rio (ASX:RIO) attractive investments.

Source: Ausbiz

    Register Now

    To receive your free reports

    Share The Webinar

    Related Posts

    Business
    August 21, 2026

    The Smoke Test

    The Verdict Washington moved this week to put a lid on its own borrowing costs, and the bond market took it back off inside twenty-four hours. On Wednesday, Treasury Secretary…

    Ricky Chen 0
    Love0
    Business
    August 14, 2026

    Provenance

    The Verdict Excluding the continued uncertainty about the Strait, the bond market didn’t accept good news this week and needs to be watched like a hawk. Soft inflation data usually…

    Ricky Chen 0
    Love0
    Business
    August 7, 2026

    The Float

    The fatLITE is the weekly read. Membership is the position. The Verdict Washington spent this week working to weaken its own currency, and the reason is more to do with…

    Ricky Chen 0
    Love0
    View more news & mediaView more news & media

    Ask Maya for a free stock report

    Get Your Free Report

    Leave a Reply

    Sign up
    Login
    Fat Prophets Logo

    Stock Disclosure

    ASX- Listed Australian Stocks:
    29M.AU, ANN.AU, ANZ.AU, BPT.AU, BWP.AU, CKF.AU, CBA.AU, EVN.AU, FID.AU, FMG.AU, GOR.AU, GMG.AU, GNC.AU, HUB.AU, ILU.AU, IGO.AU, JHX.AU, MGR.AU, NAB.AU, PAR.AU, QBE.AU, RRL.AU, S32.AU, SBM.AU, TLS.AU, TUA.AU, WES.AU, WBC.AU, WHC.AU, XRO.AUX, AGL.AX, AMC.AX, BHP.AX, CSL.AX, DMP.AX, GDG.AX, WIRE.AX, ATOM.AX, MQG.AX, NIC.AX, NST.AX, ORI.AX, PDN.AX, RMS.AX, RPL.AX, SFR.AX, STO.AX, SUN.AX, VAU.AX, WTC.AX, WDS.AX, GMD.AX, CSC.AX, RIO.AX, GTK.AX, SPK.AX & NEM.AX

    International Stocks:
    BIDU.CN, 9888.CN, 1211.CN, 268.CN, 3690.HK, 1818.HK, 9618.CN, ENX.FR, BT.A.GB, GENI.GB, FRES.GB, 9988.HK, 2282.HK, 700.HK, 1128.HK, 1876.HK, 8750, 7011.T, 8306.JP, 8031.T, 8411.T, 3994.T, 7974.T, 8604.JP, 8308, 6758.JP, 8316.JP, 8331.T, JP.8308, HEM.SE, GRAB.SG, BABA.K, GOOG.US, AAPL.US, CDE.US, CPNG.K, FLTRF.L, SIL, URA, BZ.O, MSFT.US, SBSW.K, 2840.HK, TME, GDX, GDXJ.US, YUMC.K, Z.O, IMPUY & ANGPY