Hao HONG 洪灝, CFA
@HAOHONG_CFA • 350,275 subscribers
Person of the Year-Bloomberg BW;3xChina’s Most Influential Economist;3xEconomist of the Year-Asia Private Banker;“The man called China’s boom & bust”-Bloomberg
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Videos
Seedance made this MV ft. Kayne West. It’s so well made that it’s going viral on Chinese internet.
Hao HONG 洪灝, CFA2,145,734 Aufrufe • vor 5 Monaten
Involution has turned many Chinese restaurants into Hooters.
Hao HONG 洪灝, CFA73,671 Aufrufe • vor 24 Tagen
The Yuan is one of the most undervalued currencies in the world. Its weakness cools be misconstrued as a strategic valuation to help Chinese exports. An RMB appreciation is likely to initiate a revaluation in Chinese assets, similar to the episode in 2005. Yesterday at Bloomberg China Open 9:30am
Hao HONG 洪灝, CFA217,468 Aufrufe • vor 7 Monaten
Trump arriving in Beijing. CNY, rare earths, tech/AI cooperation, and geopolitics will be high on the agenda. CNY is one of the most undervalued currencies in the world and is poised for significant appreciation. Rising trade terms, FX reserves, and the currency’s real effective exchange rate all point toward this emerging secular trend. In early 2025, when the CNY was still around 7.5 and the consensus was unaware of the impending rise, we predicted that a substantial increase in the currency was coming. We expect it to rise beyond the 5 handle in the coming years. A rising CNY will be crucial for an economic shift toward consumption and will ease pressure on China’s trade partners. It will also add to Chinese asset valuation. A tacit “Beijing Consensus” could emerge without a formal announcement, as China would likely prefer to avoid being seen as pressured to revalue the CNY. Yesterday at CNBC International with Emily Chan Tan
Hao HONG 洪灝, CFA56,147 Aufrufe • vor 2 Monaten
刘瑜：普通人能做的恶是有限的。平庸的恶乘以权力系数，就会被放大。而且权力有洗脑的能力，是(恶的)放大器，更是扭曲场。
Hao HONG 洪灝, CFA574,583 Aufrufe • vor 3 Jahren
$NVDA Jensen Huang tried Bean Juice, a traditional Pekingese drink made from fermented ground mung beans, for the first time in his life and was not impressed. This drink is stinky and salty, and honestly, I have never met anyone who actually likes drinking it...
Hao HONG 洪灝, CFA46,988 Aufrufe • vor 2 Monaten
China showed hospitality to Trump and his entourage upon his arrival in Beijing. Given the conciliatory signs from both sides, markets are expecting favorable news on trade, the Yuan, rare earths, and Iran. Overnight, Chinese ADRs soared with huge volume. $HXC $KWEB $BABA $BIDU $ASHR $FXI $JD
Hao HONG 洪灝, CFA28,615 Aufrufe • vor 2 Monaten
2023年投资展望。讨论了中国经济周期的运行、市场的周期低点、房地产、美联储政策展望和中美周期和冲突。完整30分钟节目链接
Hao HONG 洪灝, CFA282,030 Aufrufe • vor 3 Jahren
Speed is having a lot of fun touring China. A great PR campaign.
Hao HONG 洪灝, CFA72,242 Aufrufe • vor 1 Jahr
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Over the weekend, I hosted fan meet-&-greet conferences in Beijing, Shanghai and Shenzhen. Thousands attended my conferences. The Year of the Horse will be here in a week. 周末，京沪深三地春季策略会圆满落幕。这次读者见面会座无虚席、盛况空前、场场爆满。 春脉开始奔涌，经济周期如四时更迭，静待惊蛰破土。祝愿大家心怀九霄之视野，于市场风云际会之处持而盈之。
Hao HONG 洪灝, CFA22,522 Aufrufe • vor 5 Monaten
Being frugal is part of the Chinese culture. And “eat bitter” is a virtue and is against modern consumerism. At this juncture,Chinese households need all the help they could get, but fiscal deficit YTD actually shrank — it’s puzzling. It will be hard for Evergrande and Country Garden, two China’s biggest developers mired in trillions yuan of debt, to avoid default. With Dani Burger & Simone Foxman Full Surveillance show:
Hao HONG 洪灝, CFA82,757 Aufrufe • vor 2 Jahren
