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Hao HONG 洪灝, CFA

@HAOHONG_CFA • 347,698 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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A Chinese FOMO speculator.

A Chinese FOMO speculator.

690,028 просмотров

Happy 2023! Life reopen! Hong Kong roaring back to life!

Happy 2023! Life reopen! Hong Kong roaring back to life!

165,048 просмотров

Today’s sky is a clip from Hayao Miyazaki’s anime.

Today’s sky is a clip from Hayao Miyazaki’s anime.

23,670 просмотров

Spring Equinox - this is the day when day equals night, when spring is half-passed, and when everything is in balance. Flowers are blooming, markets are rising, and the best of the season is unfolding. 仲春初四日，春色正中分。綠野徘徊月，晴天斷續雲。 Over the green fields the moon lingers low; in sunny skies, clouds drifts to and fro.

Spring Equinox - this is the day when day equals night, when spring is half-passed, and when everything is in balance. Flowers are blooming, markets are rising, and the best of the season is unfolding. 仲春初四日，春色正中分。綠野徘徊月，晴天斷續雲。 Over the green fields the moon lingers low; in sunny skies, clouds drifts to and fro.

19,995 просмотров

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Seedance made this MV ft. Kayne West. It’s so well made that it’s going viral on Chinese internet.

Seedance made this MV ft. Kayne West. It’s so well made that it’s going viral on Chinese internet.

Hao HONG 洪灝, CFA

2,135,769 просмотров • 3 месяцев назад

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

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, CFA

55,201 просмотров • 29 дней назад

$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...

$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, CFA

45,344 просмотров • 26 дней назад

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

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, CFA

217,287 просмотров • 6 месяцев назад

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。

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, CFA

574,496 просмотров • 3 лет назад

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

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, CFA

282,030 просмотров • 3 лет назад

Guangzhou, the first city in China opened to the outside world in 1978, is getting ready for the Year of the Horse. In Chinese horoscope, the Year of the Horse is a fiery one full of energy. It will be a time for great leaps and bounds.

Guangzhou, the first city in China opened to the outside world in 1978, is getting ready for the Year of the Horse. In Chinese horoscope, the Year of the Horse is a fiery one full of energy. It will be a time for great leaps and bounds.

Hao HONG 洪灝, CFA

38,754 просмотров • 3 месяцев назад

Chinese robot at work — making Chinese crepe. This is a popular breakfast food at the curbside from street hawkers in northern China. Pretty soon, we will all be getting it from robots. (P.S. why is my location showing as North Korea?)

Chinese robot at work — making Chinese crepe. This is a popular breakfast food at the curbside from street hawkers in northern China. Pretty soon, we will all be getting it from robots. (P.S. why is my location showing as North Korea?)

Hao HONG 洪灝, CFA

68,625 просмотров • 11 месяцев назад

The best Chinese new year greeting is and always will be —— “Wishing You A Lot of Money”! And there are many ways to say this, as I have demonstrated in this video 🥳 GONG HAY FAT CHOY!

The best Chinese new year greeting is and always will be —— “Wishing You A Lot of Money”! And there are many ways to say this, as I have demonstrated in this video 🥳 GONG HAY FAT CHOY!

Hao HONG 洪灝, CFA

27,500 просмотров • 3 месяцев назад

Speed is having a lot of fun touring China. A great PR campaign.

Speed is having a lot of fun touring China. A great PR campaign.

Hao HONG 洪灝, CFA

72,232 просмотров • 1 год назад

Fed cuts and will soon buy 40b bills. In this Dec 4 Bloomberg interview, I discussed why the Fed would have to cut and expand its balance sheet immediately, and what it meant for precious metals. With Stephen Engle Annabelle Droulers

Fed cuts and will soon buy 40b bills. In this Dec 4 Bloomberg interview, I discussed why the Fed would have to cut and expand its balance sheet immediately, and what it meant for precious metals. With Stephen Engle Annabelle Droulers

Hao HONG 洪灝, CFA

36,007 просмотров • 6 месяцев назад

月上柳梢頭，人約黃昏後 … 搞笑視頻解釋元宵節的來由。不知道裏面講的淵源是不是真的，倒是記住了 ..😂

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月上柳梢頭，人約黃昏後 … 搞笑視頻解釋元宵節的來由。不知道裏面講的淵源是不是真的，倒是記住了 ..😂

Hao HONG 洪灝, CFA

142,368 просмотров • 3 лет назад

This is what's going on in a restaurant in China.

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This is what's going on in a restaurant in China.

Hao HONG 洪灝, CFA

59,344 просмотров • 1 год назад

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。

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, CFA

22,522 просмотров • 4 месяцев назад

In this interview with Chery Kang on Dec 2, I discussed the epic opportunity in silver. Silver made a historic breakthrough last night to all time high above 61.

In this interview with Chery Kang on Dec 2, I discussed the epic opportunity in silver. Silver made a historic breakthrough last night to all time high above 61.

Hao HONG 洪灝, CFA

23,645 просмотров • 6 месяцев назад

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:

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, CFA

82,744 просмотров • 2 лет назад

Hong Kong is absolutely brilliant on National Day.

Hong Kong is absolutely brilliant on National Day.

Hao HONG 洪灝, CFA

26,141 просмотров • 8 месяцев назад

China’s headline CPI beat, but mostly because of food supply issues and weather. As such, it’s not yet a sign of strengthening domestic demand. That said, recent import growth has surprised strongly on the upside. Recent thirty-point polices on consumption are a sign that to stimulate weak consumption is now a work focus. Last night the PBOC’s monetary policy report emphasizes “counter-cyclical policies 逆周期”, and removes the words “cross-cycle policies 跨周期”. This is the strongest hint yet to suggest policies are on their way. The PBOC has already cut 10bps interest rate ahead of the Fed. Chinese markets have been weathering the recent global market rout quite well. These initiatives must have helped. Of course, stimulus most likely can only produce one-off effects. To initiate secular changes, structural reforms will be needed. 09:30 Friday morning at CNBC International with TanvirGill

China’s headline CPI beat, but mostly because of food supply issues and weather. As such, it’s not yet a sign of strengthening domestic demand. That said, recent import growth has surprised strongly on the upside. Recent thirty-point polices on consumption are a sign that to stimulate weak consumption is now a work focus. Last night the PBOC’s monetary policy report emphasizes “counter-cyclical policies 逆周期”, and removes the words “cross-cycle policies 跨周期”. This is the strongest hint yet to suggest policies are on their way. The PBOC has already cut 10bps interest rate ahead of the Fed. Chinese markets have been weathering the recent global market rout quite well. These initiatives must have helped. Of course, stimulus most likely can only produce one-off effects. To initiate secular changes, structural reforms will be needed. 09:30 Friday morning at CNBC International with TanvirGill

Hao HONG 洪灝, CFA

45,475 просмотров • 1 год назад

Trade war escalates. The PBOC stance on stable CNY means less room for easing. Fiscal must compensate. Trading during twin sessions is managed by the national team. Chinese stocks at significant resistance. This morning with Martin Soong Sri Jegarajah

Trade war escalates. The PBOC stance on stable CNY means less room for easing. Fiscal must compensate. Trading during twin sessions is managed by the national team. Chinese stocks at significant resistance. This morning with Martin Soong Sri Jegarajah

Hao HONG 洪灝, CFA

30,740 просмотров • 1 год назад

Over the weekend, my annual outlook conference for my fans in Shanghai concluded. With this, this year’s annual outlook conferences in Beijing, Shenzhen and Shanghai have drawn the curtain. 000s attended my outlook conference this year. Thank you for your support. Wishing everyone More Money than God!

Over the weekend, my annual outlook conference for my fans in Shanghai concluded. With this, this year’s annual outlook conferences in Beijing, Shenzhen and Shanghai have drawn the curtain. 000s attended my outlook conference this year. Thank you for your support. Wishing everyone More Money than God!

Hao HONG 洪灝, CFA

15,930 просмотров • 6 месяцев назад