# ![@ahern_brendan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1138552015.png) @ahern_brendan Brendan Ahern

Brendan Ahern posts on X about $baba, china, baba, $tcehy the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1138552015/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138552015/c:line/m:interactions.svg)

- [--] Week [------] +37%
- [--] Month [-------] -64%
- [--] Months [---------] +79%
- [--] Year [---------] -12%

### Mentions: [--] [#](/creator/twitter::1138552015/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138552015/c:line/m:posts_active.svg)

- [--] Week [--] +32%
- [--] Month [--] -7.40%
- [--] Months [---] +27%
- [--] Year [---] +43%

### Followers: [-------] [#](/creator/twitter::1138552015/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138552015/c:line/m:followers.svg)

- [--] Week [------] +0.04%
- [--] Month [------] +0.53%
- [--] Months [------] +9.90%
- [--] Year [------] +25%

### CreatorRank: [---------] [#](/creator/twitter::1138552015/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138552015/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [countries](/list/countries)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [us election](/list/us-election) 

**Social topic influence**
[$baba](/topic/$baba) #34, [china](/topic/china), [baba](/topic/baba) #1415, [$tcehy](/topic/$tcehy) #6, [$jd](/topic/$jd) #42, [$bidu](/topic/$bidu) #13, [nio](/topic/nio) #1099, [$nio](/topic/$nio) #198, [li](/topic/li) #13, [$li](/topic/$li) #13

**Top accounts mentioned or mentioned by**
[@chinalastnight](/creator/undefined) [@ahernbrendan](/creator/undefined) [@tencentglobal](/creator/undefined) [@cnevpost](/creator/undefined) [@alibabagroup](/creator/undefined) [@reuters](/creator/undefined) [@briantycangco](/creator/undefined) [@kraneshares](/creator/undefined) [@baiduinc](/creator/undefined) [@wsj](/creator/undefined) [@alibabagroups](/creator/undefined) [@hustlehamm](/creator/undefined) [@cnbc](/creator/undefined) [@hedgefundtips](/creator/undefined) [@yicaichina](/creator/undefined) [@scmpnews](/creator/undefined) [@mm85](/creator/undefined) [@keithmccullough](/creator/undefined) [@jdcorporate](/creator/undefined) [@beckyquick](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Lennox International, Inc. (LII)](/topic/$li) [XPENG INC. (XPEV)](/topic/$xpev) [Autohome Inc. American Depositary Shares (ATHM)](/topic/$athm) [Open Campus (EDU)](/topic/$edu) [Zhihu Inc. (ZH)](/topic/$zh) [KE Holdings Inc. (BEKE)](/topic/$beke) [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [Vipshop Holdings Limited (VIPS)](/topic/$vips) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [TAL Education Group (TAL)](/topic/$tal) [Costco Hot Dog (COST)](/topic/$cost) [Rally (RLY)](/topic/rally) [Boeing Co (BA)](/topic/$ba) [Full Truck Alliance Co. Ltd. (YMM)](/topic/$ymm) [Walmart, Inc. (WMT)](/topic/$wmt) [GM (GM)](/topic/$gm) [Exxon Mobil (XOM)](/topic/$xom) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$JD HK filing coming [----] HK. 133mm Shares $4B Raised Any thing official @JD_Corporate"  
[X Link](https://x.com/ahern_brendan/status/1268870216282517504)  2020-06-05T11:40Z 12.7K followers, [--] engagements


"Impressive results from Tencent $700HK $TCEHY as revenues: +29% while Pinduoduo $PDD Total revenues +89%. wow On Tencent management call now. for full details read this morning's @chinalastnight"  
[X Link](https://x.com/ahern_brendan/status/1326866273876242433)  2020-11-12T12:35Z 12.2K followers, [--] engagements


"Many thanks to @KellyCNBC & @CNBCTheExchange for the opportunity to discuss $DIDI. Very much appreciated the insights of @DerekScissors1. Credit default swaps of $BABA $BIDU $TCEHY have tightened/less expensive than [--] yr ago. Why are FI investors not worried China's #cybersecurity crackdown sent shares of $DIDI sinking - and brought other Chinese firms down along with it. @DerekScissors1 of @AEI and @ahern_brendan of @KraneShares joined @KellyCNBC to debate the impact for investors in #China & beyond on @CNBC https://t.co/S5XkTp6bAg China's #cybersecurity crackdown sent shares of $DIDI"  
[X Link](https://x.com/ahern_brendan/status/1412473570148630529)  2021-07-06T18:08Z [----] followers, [--] engagements


"Credit default swaps on $TCEHY. Price for insuring bonds today versus a year ago is slightly higher. Why are bond investors not worried Assume b/c financials of the firms hasn't changed for the worse"  
[X Link](https://x.com/ahern_brendan/status/1420035209756557321)  2021-07-27T14:55Z [----] followers, [--] engagements


"Evergrande's HK listing [----] HK to reopen tomorrow China #Evergrande said it had terminated a deal with a unit of Hopson Development to sell a 50.1% stake in Evergrande Property Services. China #Evergrande said it had terminated a deal with a unit of Hopson Development to sell a 50.1% stake in Evergrande Property Services"  
[X Link](https://x.com/ahern_brendan/status/1450818972362891272)  2021-10-20T13:39Z 12.1K followers, [--] engagements


"Meituan/3690 HK buying via Southbound Stock Connect. 19th straight inflow day"  
[X Link](https://x.com/ahern_brendan/status/1524044185107668992)  2022-05-10T15:10Z [----] followers, [--] engagements


"Kuaishou beats after the HK close"  
[X Link](https://x.com/ahern_brendan/status/1529060311931682817)  2022-05-24T11:22Z [----] followers, [--] engagements


"@choffstein actually looked into this idea awhile back. Holding [--] security wouldn't meet '40 Act diversification requirements if memory serves me. Free ETF idea: HYG Plus Simple long-and-lend strategy. Buy HYG and lend it out to short sellers. Im pretty sure you could clip an extra +50-150bp per year on top of HYG gross of fees. Hey @EricBalchunas is it just crazy enough to work Free ETF idea: HYG Plus Simple long-and-lend strategy. Buy HYG and lend it out to short sellers. Im pretty sure you could clip an extra +50-150bp per year on top of HYG gross of fees. Hey @EricBalchunas is it just"  
[X Link](https://x.com/ahern_brendan/status/1537172580918087684)  2022-06-15T20:37Z 10.4K followers, [--] engagements


"$TCHEY/700.HK takes advantage of recent weakness by buying back its shares the last two days"  
[X Link](https://x.com/ahern_brendan/status/1542113043286528000)  2022-06-29T11:49Z [----] followers, [--] engagements


"$NOAH files for HK listing. $PDD where's your filing"  
[X Link](https://x.com/ahern_brendan/status/1544715529679785985)  2022-07-06T16:10Z 12.7K followers, [--] engagements


"$NVDA $KLAC $AMAT $AMD etc From $QCOM's earnings yesterday further deterioration of the macroeconomic environment and extended China COVID restrictions have resulted in demand weakness and temporary elevated channel inventory across the industry #China is the largest #semiconductor consumption market globally. To meet demand it imports materials from the US and other countries. Recent US restrictions on Chinas access to chips could accelerate China's technological advancements. Read more: https://t.co/Pli7x5e2pj $KFVG https://t.co/XJUHKDHeEK #China is the largest #semiconductor consumption"  
[X Link](https://x.com/ahern_brendan/status/1588231659706585094)  2022-11-03T18:08Z [----] followers, [--] engagements


"CNH off -0.26% on US dollar strength as Asia dollar index off -0.22%"  
[X Link](https://x.com/ahern_brendan/status/1605988926514151444)  2022-12-22T18:09Z [----] followers, [---] engagements


"Coincidentally China [----] auto data released today @KellyCNBC & @carlquintanilla. of the 20.54mm cars sold in China during [----] 5.67mm were EV or plug in for a 27.6% market share. Good news for $GM & $TSLA in China and locals $NIO $LI $XPEV and BYD (1211 HK) LOL this was in the pdf LOL this was in the pdf"  
[X Link](https://x.com/ahern_brendan/status/1612931512239886339)  2023-01-10T21:56Z 13K followers, [----] engagements


"I believe the "hedge fund" manager might be down to $150mm in AUM though I'm not an expert in SEC ADVs. Definitely under $1B per the ADV. Another credible source. what's their motivation @SquawkCNBC @BeckyQuick @JoeSquawk Thomas and Brendan Will CNBC squawk box inviting you guys to answer to their anti-China segment this morning @SquawkCNBC @HedgeFundTips @ahern_brendan @BeckyQuick @JoeSquawk Thomas and Brendan Will CNBC squawk box inviting you guys to answer to their anti-China segment this morning @SquawkCNBC @HedgeFundTips @ahern_brendan @BeckyQuick @JoeSquawk"  
[X Link](https://x.com/ahern_brendan/status/1613180407196930048)  2023-01-11T14:25Z [----] followers, [----] engagements


"$BA airplane order next Our Post Party Congress Policy Pivot on the Big Three Thesis (US China relationship Zero Covid and Real Estate) would say yes"  
[X Link](https://x.com/ahern_brendan/status/1613877611410718723)  2023-01-13T12:36Z [----] followers, [----] engagements


"Great slides from yesterday's @KraneShares [----] China Outlook. my favorite slides would include the below. Take your left hand put it over the 1st column on the left.Where would you invest the country with GDP rising growth monetary easing low inflation reasonable valuation Following a series of positive announcements leading up to the New Year #China is attempting to turn the page on many of the issues that weighed on its markets recently. Join @ahern_brendan and @Dr_XiaolinChen for a [----] outlook #webinar. Register: https://t.co/RErlX7SMYN $KWEB https://t.co/OyRFsQR0AI Following a series of"  
[X Link](https://x.com/ahern_brendan/status/1613912281271656451)  2023-01-13T14:54Z [----] followers, [----] engagements


"$BIDU @Baidu_Inc beats analyst estimates on the Big Three: Revenue Adjusted Net Income and Adjusted EPS. Hat tip as management cut costs helping the bottom line. On the call now waiting for their outlook"  
[X Link](https://x.com/ahern_brendan/status/1628377720957677571)  2023-02-22T12:54Z [----] followers, [----] engagements


"Solid beat by Meituan on the big three: revenue adjusted net income and adjusted EPS"  
[X Link](https://x.com/ahern_brendan/status/1639253332421140483)  2023-03-24T13:10Z [----] followers, [----] engagements


"Premium/Discount of US listed China ADRs versus their HK close. US $ strong though Meituan's strong results were after the HK close. little surprising"  
[X Link](https://x.com/ahern_brendan/status/1639351685146370061)  2023-03-24T19:41Z 13.1K followers, [----] engagements


"Foreign investors bought $229mm of mainland stocks today. :)"  
[X Link](https://x.com/ahern_brendan/status/1651926111826112513)  2023-04-28T12:27Z 12.5K followers, [----] engagements


"white line US listed China ADRs Asia dollar index and CNY inverted. former look oversold/due for a bounce IMO"  
[X Link](https://x.com/ahern_brendan/status/1654147069857222656)  2023-05-04T15:32Z [----] followers, [----] engagements


"further green shoots on US China political relationship $MU "ban" $YMM & Kuiashou Q1 results reviewed"  
[X Link](https://x.com/ahern_brendan/status/1660689433807540224)  2023-05-22T16:49Z [----] followers, [--] engagements


"A great job by Jensen Huang of $NVDA as the first US CEO to publicly speak on the US China political relations and its consequence on US multi-nationals"  
[X Link](https://x.com/ahern_brendan/status/1661348777272258560)  2023-05-24T12:29Z [----] followers, [--] engagements


"US dollar: "It's me. Hi I'm the problem." (Yes I have a teenage daughter) #USD"  
[X Link](https://x.com/ahern_brendan/status/1661752039599403008)  2023-05-25T15:12Z [----] followers, [----] engagements


"well said $NKE on @CNBC"  
[X Link](https://x.com/anyuser/status/1661781103600975874)  2023-06-29T21:26Z [--] followers, [----] engagements


"$BABA versus $NVDA.makes sense"  
[X Link](https://x.com/ahern_brendan/status/1661811792710959184)  2023-05-25T19:09Z 12.9K followers, [----] engagements


"Calling these people "national security experts" is like calling Evil Knievel a safety expert. Every American investor owns great US companies doing very well in China. $AAPL $XOM $TSLA $WMT The China hawks briefing DeSantis via @politico https://politi.co/42bFejX https://politi.co/42bFejX"  
[X Link](https://x.com/ahern_brendan/status/1664582998925164546)  2023-06-02T10:41Z [----] followers, [----] engagements


"Good article from @business on $XOM's success in China. https://news.bloomberglaw.com/environment-and-energy/exxon-bets-on-china-chemicals-growth-even-as-us-relations-sour https://news.bloomberglaw.com/environment-and-energy/exxon-bets-on-china-chemicals-growth-even-as-us-relations-sour"  
[X Link](https://x.com/ahern_brendan/status/1664682920315846658)  2023-06-02T17:18Z [----] followers, [---] engagements


"Fantastic insights from Tom Gebhardt w/@ASassine_CFA. Must see TV for $TSLA $NIO $LI $XPEV $GM $F shareholders Former @PanasonicNA CEO Tom Gebhardt and @KraneShares' @ahern_brendan & @ASassine_CFA discuss the landscape of the global economy empowered by the latest EV & battery industry trends. Watch: https://t.co/cFQ2LthcxB https://t.co/vNaC6ya3i5 Former @PanasonicNA CEO Tom Gebhardt and @KraneShares' @ahern_brendan & @ASassine_CFA discuss the landscape of the global economy empowered by the latest EV & battery industry trends. Watch: https://t.co/cFQ2LthcxB https://t.co/vNaC6ya3i5"  
[X Link](https://x.com/ahern_brendan/status/1666499727980998656)  2023-06-07T17:37Z [----] followers, [----] engagements


"$LI $NIO $XPEV"  
[X Link](https://x.com/ahern_brendan/status/1671492142949179392)  2023-06-21T12:15Z 11.6K followers, [----] engagements


"Good overview of China EV Tax Cut from @yicaichina $TSLA $NIO $LI $XPEV China Extends Preferential Purchase Tax Policy for NEVs to 2027"  
[X Link](https://x.com/ahern_brendan/status/1671570455457562628)  2023-06-21T17:29Z [----] followers, [---] engagements


"Premium/Discount of US-listed China ADRs versus their HK close which was yesterday's close as HK/China closed today for Dragon Boat Festival. HK open tomorrow. Surprised to see #EVs off $NIO $LI $XPEV today after tax cut extension"  
[X Link](https://x.com/ahern_brendan/status/1671925966057226265)  2023-06-22T17:00Z [----] followers, [----] engagements


"This will be fun With $AAPL's market cap you can own all [---] companies in MSCI China and have $600B left over. Not a typo With $AMZN's market cap you own the ENTIRE China internet space though you'll have less revenue and net income"  
[X Link](https://x.com/ahern_brendan/status/1672238872762228738)  2023-06-23T13:44Z [----] followers, [----] engagements


"$NKE's China Quarterly Revenue 5X North America Revenue YoY. "Rumors of China's consumer death have been greatly exaggerated.""  
[X Link](https://x.com/ahern_brendan/status/1674534809446514689)  2023-06-29T21:46Z [----] followers, 17.9K engagements


"Great article from @CnEVPost on China's monster month in EV sales $TSLA $NIO $LI $XPEV China NEV sales up 12.41% MoM to [------] in Jun CAAM data show"  
[X Link](https://x.com/ahern_brendan/status/1678763564285456385)  2023-07-11T13:52Z [----] followers, [----] engagements


"if you believe this narrative (which I do not) @LastCallCNBC & @SullyCNBC then these are the stocks you need to sell $AAPL $TSLA $MSFT $XOM etc. $AAPL's market cap supported by Chinese revenue is likely more than the value of US investors ownership of Chinese stocks. "When you look at China and what they're doing.it seems to me like they're preparing for a very large negative event which means they're going to move militarily on Taiwan" says @Jkylebass. https://t.co/NDhqW7dSrt "When you look at China and what they're doing.it seems to me like they're preparing for a very large negative event"  
[X Link](https://x.com/ahern_brendan/status/1678798117494292480)  2023-07-11T16:07Z [----] followers, [----] engagements


"Lots of factors as MXCN has gone through significant changes: 2015/2016 US China ADRs added for the 1st time [----] Chinese A Shares added for the 1st time numerically # of stocks has gone from [---] to [---] etc @taychikeng"  
[X Link](https://x.com/anyuser/status/1679180968005910528)  2023-07-12T17:31Z [--] followers, [----] engagements


"Let me help remove China from you portfolio @GerberKawasaki $TSLA $AAPL $XOM etc etc In China XI's economic miracle has gone bust. Scaring businesses away COVID policies siding with Russia and many other bad decisions along with an aging population. Means the Chinese economy is in recession with no end in sight. Why would anyone invest in Xi's China. In China XI's economic miracle has gone bust. Scaring businesses away COVID policies siding with Russia and many other bad decisions along with an aging population. Means the Chinese economy is in recession with no end in sight. Why would anyone"  
[X Link](https://x.com/ahern_brendan/status/1689228563390861313)  2023-08-09T10:54Z [----] followers, [----] engagements


"Shanghai at [----] & Shenzhen at [----] has been when policy support announced previously. Time to rip the Band-Aid/pull out the policy bazooka"  
[X Link](https://x.com/anyuser/status/1690034801603170304)  2023-08-11T16:17Z [--] followers, [----] engagements


"@chanrubin1 Many thanks for pointing out Rubin. I calculate the Northbound and Southbound Net Buy-Sell on an Excel file. That file had an error today that I didn't notice. Apologies. Different Connect data source may or may not include ETFs along w/stocks. Regardless appreciate the heads up"  
[X Link](https://x.com/ahern_brendan/status/1696212407721316837)  2023-08-28T17:25Z [----] followers, [--] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. Market appears to like $BZ post HK close/pre US market open financial results"  
[X Link](https://x.com/ahern_brendan/status/1696213497250459715)  2023-08-28T17:29Z [----] followers, [----] engagements


"$PDD Beats on the Big Three (Revenue Adjusted Net Income & Adjusted EPS). Yes Q2 YoY comparison easy due to Shanghai lockdown but revenue growth of +66% very strong. +13% pre-market. Conf Call in [--] minutes"  
[X Link](https://x.com/ahern_brendan/status/1696481413212536936)  2023-08-29T11:14Z [----] followers, [--] engagements


"Both $AAPL & $MSFT have a larger weight in MSCI All Country World Index than all [---] stocks within MSCI China combined"  
[X Link](https://x.com/ahern_brendan/status/1696975258706682062)  2023-08-30T19:56Z [----] followers, [----] engagements


"I would agree w/@SCMPNews that $BA order would be a strong signal. Likely was going to happen based on chatter two weeks ago that 787MAX deliveries are in the works"  
[X Link](https://x.com/ahern_brendan/status/1697229805484204431)  2023-08-31T12:48Z [----] followers, [----] engagements


"Many thanks to @carlquintanilla @MorganLBrennan @davidfaber & @SquawkStreet Since Monday we've seen mortgage rate cut to 4.2% from 5.75% bank deposit rate cuts including [--] year rate cut 0.1% to 1.55% child tax credit & bank FX reserves cut"  
[X Link](https://x.com/ahern_brendan/status/1697661573894934533)  2023-09-01T17:23Z [----] followers, [----] engagements


"HKeX requires daily disclosure of buybacks while the SEC does not. $BABA still Alibaba's primary listing while is Tencent's primary listing @AJButton2"  
[X Link](https://x.com/ahern_brendan/status/1699082345431650427)  2023-09-05T15:29Z [----] followers, [----] engagements


"Tencent buyback rolls on http://700.HK/$TCEHY http://700.HK/$TCEHY"  
[X Link](https://x.com/ahern_brendan/status/1699413502387970142)  2023-09-06T13:25Z [----] followers, [----] engagements


""People familiar with the matter" cost $AAPL shareholders $100B in market cap. Has anyone confirmed the WSJ story Has anyone confirmed Bloomberg's story Foxconn alone has 200k employees tied to Apple. why would the gov't put them out of work Covered in today's @chinalastnight"  
[X Link](https://x.com/ahern_brendan/status/1699778167831994685)  2023-09-07T13:34Z [----] followers, [----] engagements


"Why would the Chinese gov't put 200k Chinese workers out of work by hurting $AAPL That's just Foxconn's workers alone total number including other suppliers much higher. @Reuters"  
[X Link](https://x.com/ahern_brendan/status/1699781315946549708)  2023-09-07T13:47Z [----] followers, [---] engagements


"$PDD is audited by Ernest & Young. I trust EY more than a firm I've never heard of"  
[X Link](https://x.com/ahern_brendan/status/1699815190290739425)  2023-09-07T16:01Z [----] followers, 241.5K engagements


"All the nattering nabobs of negativity are quoting trade in US $ terms as the % declines are larger than if quoted in CNY exports -3.2% and imports -1.6%. August US $ exports/imports weighed down by the depreciation of CNY versus the US $"  
[X Link](https://x.com/ahern_brendan/status/1699823639644733618)  2023-09-07T16:35Z [----] followers, [----] engagements


"@BeckyQuick Thank you showing the conflicts of interest. Every $CNBC viewer owns $AAPL $TSLA etc that need the US & China to figure out how to get along. Did your guest mention who is husband is Randomly mentioned [--] companies w/out disclosing his blatant conflicts of interest"  
[X Link](https://x.com/ahern_brendan/status/1700114510814584915)  2023-09-08T11:51Z [----] followers, [---] engagements


"Why did Bloomberg news' reporter not ask about $AAPL during the Ministry of Foreign Affairs press conference today Rather not know the truth"  
[X Link](https://x.com/ahern_brendan/status/1700120033173623018)  2023-09-08T12:12Z [----] followers, [----] engagements


"Have to wonder the effect on US stocks as this money that would have gone to US stocks at 0% interest rates goes elsewhere. hat tip to @EricBalchunas & @Todd_Sohn"  
[X Link](https://x.com/ahern_brendan/status/1700176529341272495)  2023-09-08T15:57Z [----] followers, [---] engagements


"Nice $BA [---] despite all this $AAPL ban nonsense"  
[X Link](https://x.com/ahern_brendan/status/1700229852731756727)  2023-09-08T19:29Z [----] followers, [----] engagements


"Green shoots on US-China diplomatic relations"  
[X Link](https://x.com/ahern_brendan/status/1703743828669161770)  2023-09-18T12:12Z [----] followers, [----] engagements


"Big news from $UAL"  
[X Link](https://x.com/ahern_brendan/status/1703825290865086755)  2023-09-18T17:36Z [----] followers, [----] engagements


"Green shoots on US China diplomatic relations. Amazing the lack of Western media coverage. @AP Blinken meets Chinese VP as US-China contacts increase ahead of possible summit"  
[X Link](https://x.com/ahern_brendan/status/1704109690324488622)  2023-09-19T12:26Z [----] followers, [----] engagements


"Premium/Discount of US listed China ADRs versus their HK close. $NIO no bueno on covert deal"  
[X Link](https://x.com/ahern_brendan/status/1704222770932961750)  2023-09-19T19:55Z [----] followers, [----] engagements


"Zoom doesn't replace inperson meetings per @_mm85 Incredible to think no member of US Congress has visited China in FIVE years"  
[X Link](https://x.com/ahern_brendan/status/1704832373957820915)  2023-09-21T12:18Z [----] followers, [----] engagements


"Green shoots on US China diplomatic relations"  
[X Link](https://x.com/ahern_brendan/status/1705206318133297425)  2023-09-22T13:04Z [----] followers, [----] engagements


"US China diplomatic green shoots"  
[X Link](https://x.com/ahern_brendan/status/1705207787481911767)  2023-09-22T13:09Z [----] followers, [----] engagements


"#AAPL Thank you for sharing @thisischaniece Western media is a total of time on China reporting. Remember China's "ban" on iPhones Only a week ago"  
[X Link](https://x.com/ahern_brendan/status/1705208677211185291)  2023-09-22T13:13Z [----] followers, [----] engagements


"Big scoop from @ReutersBiz on $NIO"  
[X Link](https://x.com/ahern_brendan/status/1707362896013848802)  2023-09-28T11:53Z 10.7K followers, 12.9K engagements


"Fantastic time in Milan at our @KraneShares event with @ $BABA & $NIO's Vice President of Europe Hui Zhong Non-inquisitive minds need not apply"  
[X Link](https://x.com/ahern_brendan/status/1707814037277548835)  2023-09-29T17:46Z [----] followers, [----] engagements


"Great insight into BYD from @CnEVPost BYD sells record [------] NEVs in Sept surpasses [--] million this year"  
[X Link](https://x.com/ahern_brendan/status/1708865025685746161)  2023-10-02T15:22Z [----] followers, [---] engagements


"Green shoots on US-China diplomatic relations US senators hope to meet with Xi during China trip next week"  
[X Link](https://x.com/ahern_brendan/status/1709185124577739149)  2023-10-03T12:34Z [----] followers, [---] engagements


"A tremendous/worthwhile read from @WSJ BYD once a maker of cellphone batteries is neck-and-neck with Tesla to become the worlds No. [--] seller of electric vehicles. via @WSJ https://www.wsj.com/business/autos/how-chinas-byd-became-teslas-biggest-threat-5edfd080st=vn410cr9qdaaynt https://www.wsj.com/business/autos/how-chinas-byd-became-teslas-biggest-threat-5edfd080st=vn410cr9qdaaynt"  
[X Link](https://x.com/ahern_brendan/status/1709544825517699370)  2023-10-04T12:23Z [----] followers, [----] engagements


"Stupid headline of the week winner Exhibit A: Jamie Dimon Elon Musk Bill Gates Tim Cook etc etc"  
[X Link](https://x.com/ahern_brendan/status/1710290447606636742)  2023-10-06T13:46Z [----] followers, [----] engagements


"More green shoots on US China diplomatic relations"  
[X Link](https://x.com/ahern_brendan/status/1710290724158074913)  2023-10-06T13:47Z [----] followers, [----] engagements


"Green shoots on US China diplomatic relations"  
[X Link](https://x.com/ahern_brendan/status/1711368284140867868)  2023-10-09T13:09Z [----] followers, [----] engagements


"Consumption stimulus coming"  
[X Link](https://x.com/ahern_brendan/status/1712074571073872350)  2023-10-11T11:56Z [----] followers, [----] engagements


"China's last recession was [----] @JohnFMauldin. Why would they allow a financial crisis to occur like the Fed did in [----] by allowing Lehman Brothers to go bankrupt In Q3 [----] Chinese growth stocks beat the S&P [---] MSCI China & MSCI Emerging Markets. [--] quarter but we'll take it"  
[X Link](https://x.com/ahern_brendan/status/1712125598871556104)  2023-10-11T15:18Z [----] followers, [----] engagements


"Green shoots on US China diplomatic relations from @Reuters though my headline would have been "China invites and US accepts military forum in Beijing""  
[X Link](https://x.com/ahern_brendan/status/1712444100463505892)  2023-10-12T12:24Z [----] followers, [----] engagements


"A lot ground covered in today's @chinalastnight. There are days when you should read CLN. Today is one of those days. (Highly biased & self-serving) $DXY ripping higher/raining on our parade today"  
[X Link](https://x.com/ahern_brendan/status/1712465223972798693)  2023-10-12T13:48Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs vs their HK close. Post hot US CPI print US $ strong $JD smoked on price target cuts. No buyers the problem IMO though doubt HK will be down this much. No idea why A shares are down post SWF buying. Wish i was a day trader/ hedgefund"  
[X Link](https://x.com/ahern_brendan/status/1712505624926306593)  2023-10-12T16:28Z [----] followers, [----] engagements


"$AAPL news as Tim Cook is back in China via @yicaichina Apple CEO Tim Cook Speaks of High Expectations for Chinese AR Developers During Visit to Chengdu"  
[X Link](https://x.com/ahern_brendan/status/1714254015695818845)  2023-10-17T12:16Z [----] followers, [----] engagements


"From yesterday's September retail sales release"  
[X Link](https://x.com/ahern_brendan/status/1715060914729185717)  2023-10-19T17:42Z [----] followers, [----] engagements


"$BABA kicks off Singles Day the Super Bowl of spending. Alibaba Kicks off 2023s [-----] With Record Investment by Merchants"  
[X Link](https://x.com/ahern_brendan/status/1715366672826085698)  2023-10-20T13:57Z [----] followers, [----] engagements


"$BABA now #1 in MSCI Emerging Markets Value Index"  
[X Link](https://x.com/ahern_brendan/status/1715386405646721280)  2023-10-20T15:16Z [----] followers, 39K engagements


"Today's @chinalastnight:Central Huijun increased stake in ICBC by 27mm shares ABC increased stake by 37mm shares Bank of China's stake increased by 24mm shares and CCBs stake increased by 18mm shares. The SWF already had large stakes in the [--] banks. ETF inflows not disclosed"  
[X Link](https://x.com/ahern_brendan/status/1716443397852942782)  2023-10-23T13:16Z [----] followers, [----] engagements


"Good scoop from the @WSJ A delegation of Chinese business cultural and sports figuresincluding basketball star Yao Mingis due in New York for a series of public engagements"  
[X Link](https://x.com/ahern_brendan/status/1716450407306641518)  2023-10-23T13:44Z [----] followers, [---] engagements


"$AAPL's issue today IMO Chinese retailers offer up to $285 in discounts on slow-selling iPhone [--] from @straits_times"  
[X Link](https://x.com/ahern_brendan/status/1716471689788150128)  2023-10-23T15:08Z [----] followers, [---] engagements


"Premium/Discount of US listed China #ADRs verswus their HK close on Friday. Despite mainland China meltdown post close Chinese SWF stock and ETF purchase covered in today's @chinalastnight @Reuters Chinese budget deficit will be expanded & @WSJ reporting China's FM headed to DC"  
[X Link](https://x.com/ahern_brendan/status/1716485388418556149)  2023-10-23T16:03Z [----] followers, [---] engagements


"When are the articles on US Treasury bonds being "uninvestable" coming out Using the ETF as a proxy [--] Year only down 51% from the peak"  
[X Link](https://x.com/ahern_brendan/status/1717544373691535385)  2023-10-26T14:11Z [----] followers, [----] engagements


"US China diplomatic green shoots"  
[X Link](https://x.com/ahern_brendan/status/1717880528362147884)  2023-10-27T12:26Z [----] followers, [----] engagements


"Our "line in the sand thesis" (3100 on SH Composite & [----] on SZ Composite) is playing out. Keeping fingers crossed but what else should help climb the wall of worry Find out next week"  
[X Link](https://x.com/anyuser/status/1717969678176235706)  2023-10-27T18:21Z [--] followers, [----] engagements


"Good take on Chinese internet companies' fundamentals from @FitchRatings. $BABA (A+/Stable) $BIDU (A/Stable) and $TCEHY (A+/Stable). Covered in today's @chinalastnight https://www.fitchratings.com/research/corporate-finance/chinese-internet-majors-relative-credit-analysis-29-10-2023 https://www.fitchratings.com/research/corporate-finance/chinese-internet-majors-relative-credit-analysis-29-10-2023"  
[X Link](https://x.com/ahern_brendan/status/1718978553092383111)  2023-10-30T13:09Z [----] followers, [----] engagements


"Ministry of Finance release allowing insurance companies to increase their stock allocation. Covered in today's @chinalastnight"  
[X Link](https://x.com/ahern_brendan/status/1719355041989926943)  2023-10-31T14:06Z [----] followers, [----] engagements


"Premium/Discount of US listed #ADRs versus their HK close. US dollar strong versus CNH otherwise today's downdraft is head scratcher. A buyer strike w/the Fed tomorrow After all these years i'm still dismayed by day's like today that make zero sense to me"  
[X Link](https://x.com/ahern_brendan/status/1719387218572190130)  2023-10-31T16:13Z [----] followers, [----] engagements


"With the Shanghai and Shenzhen trading below the [----] and [----] levels we believe a line in the sand has been crossed for China's policymakers. Our webinar will review what is coming in the weeks ahead of us. Tune in if you can"  
[X Link](https://x.com/ahern_brendan/status/1720070339441402251)  2023-11-02T13:28Z [----] followers, [----] engagements


"IMF's China GDP [----] & [----] Upgrade. Probability covered by Western media My bet is 0%. IMF Staff Completes [----] Article IV Mission to the Peoples Republic of China"  
[X Link](https://x.com/ahern_brendan/status/1721876371448697201)  2023-11-07T13:04Z [----] followers, [----] engagements


"Less an Ant IPO we can stick a fork in China's internet regulatory concerns. covered in today's @chinalastnight"  
[X Link](https://x.com/ahern_brendan/status/1722269419722952995)  2023-11-08T15:06Z [----] followers, [----] engagements


"Impressive results from $LI"  
[X Link](https://x.com/ahern_brendan/status/1722613719790911881)  2023-11-09T13:54Z [----] followers, [----] engagements


"As covered in today's @ChinaLastNight China's #CPI decline was driven the -30% fall in pork prices which is a large component of China's CPI which looks nothing like US CPI"  
[X Link](https://x.com/ahern_brendan/status/1722643577971372160)  2023-11-09T15:53Z [----] followers, [----] engagements


"Top news in China. The tone of Chinese media toward the US has clearly softened the last few weeks"  
[X Link](https://x.com/ahern_brendan/status/1724791937876771062)  2023-11-15T14:10Z [----] followers, [----] engagements


"W/in China's better than expected retail sales was the strength of online retail"  
[X Link](https://x.com/ahern_brendan/status/1724818355679551960)  2023-11-15T15:55Z [----] followers, [----] engagements


"$F loss is Stellantis' gain"  
[X Link](https://x.com/ahern_brendan/status/1726956423937208679)  2023-11-21T13:31Z [----] followers, [---] engagements


"CNY on a tear versus the US dollar"  
[X Link](https://x.com/ahern_brendan/status/1726956985986543811)  2023-11-21T13:33Z [----] followers, [----] engagements


"Premium/Discount of US listed China ADRs versus tehir HK close. ADRs underperforming less $BIDU as CNH off a little versus US dollar. $PDD reports tomorrow"  
[X Link](https://x.com/ahern_brendan/status/1729184753004482628)  2023-11-27T17:05Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. $DXY has come in though CNH still off versus US dollar. Off to Asia including HK and China tomorrow but will be sure to share insights and photos from the trip"  
[X Link](https://x.com/ahern_brendan/status/1729235809927037077)  2023-11-27T20:28Z [----] followers, [----] engagements


"Good scoop from @WSJ Shein the China-founded online fashion company has confidentially filed to go public in the U.S. in what could be one of biggest IPOs in years"  
[X Link](https://x.com/ahern_brendan/status/1729257223363158420)  2023-11-27T21:53Z [----] followers, [---] engagements


"Bright lights big city. Four years since I was last here. More to report in the coming days though I really need to get to bed"  
[X Link](https://x.com/ahern_brendan/status/1730240656210010269)  2023-11-30T15:01Z [----] followers, [----] engagements


"Back from more than a week in Asia w/time spent in Hong Kong & Shenzhen. Lots to report including meetings w/#Tencent $TCEHY and $BYD. Will get some photos out from HK & SZ as malls and restaurants were packed. Great trip"  
[X Link](https://x.com/ahern_brendan/status/1732414628309958910)  2023-12-06T15:00Z [----] followers, [----] engagements


"Best performing sector overnight in both China & HK was real estate as Country Garden negotiates a restructuring just as Sunac did. The No AUM Bear nails it again"  
[X Link](https://x.com/ahern_brendan/status/1734589299016802682)  2023-12-12T15:01Z [----] followers, [----] engagements


"November retail sales went up 10.1% YoY"  
[X Link](https://x.com/ahern_brendan/status/1735679358583378276)  2023-12-15T15:13Z [----] followers, [----] engagements


"CNY (inverted) and the Asia dollar index have rallied though China internet stocks haven't played catch up. Yet Starting to happen we shall see"  
[X Link](https://x.com/ahern_brendan/status/1735693106215784803)  2023-12-15T16:07Z [----] followers, [----] engagements


"Strongest Day of Net Buying of HK Tracker ETF from Mainland Investors via Southbound Stock Connect since July 19th"  
[X Link](https://x.com/ahern_brendan/status/1736754472976547994)  2023-12-18T14:25Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. CNH off a touch versus the US $"  
[X Link](https://x.com/ahern_brendan/status/1736812437251527125)  2023-12-18T18:15Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close"  
[X Link](https://x.com/ahern_brendan/status/1737524590224842889)  2023-12-20T17:25Z [----] followers, [---] engagements


"As referenced in today's @chinalastnight active EM funds being tax loss harvested might be putting pressure on EM stocks incl China. Status of the active EM MF space: one of the largest active EM funds top holding. $MSFT.makes sense.or not"  
[X Link](https://x.com/ahern_brendan/status/1737529174942736821)  2023-12-20T17:43Z [----] followers, [----] engagements


"Brutal timing"  
[X Link](https://x.com/ahern_brendan/status/1738210005378089004)  2023-12-22T14:48Z [----] followers, [---] engagements


"Chinese media reaction to draft proposal is very negative as Tencent $TCEHY is widely held by Chinese investors. Draft proposal contradicts the government's efforts to raise consumer confidence raise the stock market and repair foreign investor and corporate confidence in China"  
[X Link](https://x.com/ahern_brendan/status/1738236851209581000)  2023-12-22T16:35Z [----] followers, [----] engagements


"Respectfully disagree @sullynbc. Why should US consumers be forced to buy inferior EVs and/or the Tesla monopoly due to US auto companies not investing in technology Having traveled the world in [----] the US is the only country not benefitting from well made quality China EVs/hybrids. I'm sure they would be build them here if allowed. Two prominent Democrats calling on Tesla to recall all cars. https://t.co/8uN4LqClPZ Maybe we could also focus on the threat of cheap China built EVs flooding into US market and destroying the American car market or maybe that's just me. Two prominent Democrats"  
[X Link](https://x.com/ahern_brendan/status/1740415906000392269)  2023-12-28T16:54Z [----] followers, [----] engagements


"Chinese automakers would build them/partner to build them in the US if they were allowed @GuyDealership. Jobs would come to the US instead of Mexico. The real day of reckoning will be when Chinese automakers enter the U.S. market through Mexico. When that happens R.I.P car prices. And it will happen Only a matter of time. The real day of reckoning will be when Chinese automakers enter the U.S. market through Mexico. When that happens R.I.P car prices. And it will happen Only a matter of time"  
[X Link](https://x.com/ahern_brendan/status/1742220872914543085)  2024-01-02T16:26Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. CNH weak versus US dollar. Discounts a bit extreme IMO especially in light of post-market announcement gaming regulator fired for video game debacle last week reaffirms Xi's pro-foreign investor/corporate APEC speech"  
[X Link](https://x.com/ahern_brendan/status/1742237158268711275)  2024-01-02T17:31Z [----] followers, [----] engagements


"Can this possibly be right $TSLA market cap $790B versus BYD's $78B BYD Is Now Bigger Than Tesla After Record Quarterly Sales https://t.co/eGeX5bM9tC BYD Is Now Bigger Than Tesla After Record Quarterly Sales https://t.co/eGeX5bM9tC"  
[X Link](https://x.com/anyuser/status/1742245629542138273)  2024-01-02T18:05Z [--] followers, 11.3K engagements


"Good write-up from @politico and @_arihawins though no media coverage of US businesses calling on the Biden Administration to end Section [---] China tariffs"  
[X Link](https://x.com/anyuser/status/1742269552363184287)  2024-01-02T19:40Z [--] followers, [---] engagements


"Tencent/$TCEHY buyback is absurdly pro-shareholder friendly"  
[X Link](https://x.com/ahern_brendan/status/1742558756796309516)  2024-01-03T14:49Z [----] followers, 11.8K engagements


"Many thanks to @CNBC @SaraEisen & @BobPisani for the opportunity to discuss the abating headwinds on Chinese equities and the most crowded trade globally (US stocks spoiler alert) after [--] years/56 quarters of outperforming non-US equities @ahern_brendan joined @CNBC's @SquawkStreet to discuss his outlook for #China's #economy in [----] global #investor sentiment and more. Watch: https://t.co/gCSgcI2iaV $KWEB #ETFs #stocks #investing https://t.co/Jp7i5o56tr @ahern_brendan joined @CNBC's @SquawkStreet to discuss his outlook for #China's #economy in [----] global #investor sentiment and more."  
[X Link](https://x.com/ahern_brendan/status/1742918019657932848)  2024-01-04T14:36Z [----] followers, [----] engagements


"Tencent/$TCEHY buyback rolls on"  
[X Link](https://x.com/ahern_brendan/status/1742921773883298205)  2024-01-04T14:51Z 11.9K followers, [----] engagements


"Several PBOC announcements post very weak day in in China & HK per today's @ChinaLastNight. Clearly aimed at foreign investors as today's market action/very poor breadth is hard for policymakers to ignore. 🔴 THE PBOC TO USE RESERVE REQUIREMENT & OTHER TOOLS TO BOOST CREDIT - XINHUA. 🔴 THE PBOC TO USE RESERVE REQUIREMENT & OTHER TOOLS TO BOOST CREDIT - XINHUA"  
[X Link](https://x.com/anyuser/status/1744381638883066101)  2024-01-08T15:32Z [--] followers, [----] engagements


"Tencent/700.HK $TCEHY's recently issued US $ bond due in [----] beat its HK and US stock by 14% in 2023"  
[X Link](https://x.com/anyuser/status/1744399303676658073)  2024-01-08T16:42Z [--] followers, [----] engagements


"Interesting/under reported IMO To old friend in Iowa Xi says world requires stability in China-US ties"  
[X Link](https://x.com/ahern_brendan/status/1745079758369538505)  2024-01-10T13:46Z [----] followers, [---] engagements


"This has to be the most bullish thing I've seen/read. Not one Seriously.not one China Is Fast Losing Its Place as Must-Have in Global Portfolios - Doomsberg"  
[X Link](https://x.com/anyuser/status/1745471025469325776)  2024-01-11T15:41Z [--] followers, 39.2K engagements


"The China deflation narrative hurts my head as proponents of the narrative clearly aren't looking at the actual data. Pork prices make up a disproportionate percentage of China's CPI. Remove pork no deflation"  
[X Link](https://x.com/ahern_brendan/status/1745819716097073216)  2024-01-12T14:47Z [----] followers, [----] engagements


"I guess we'll have to wait a little longer for China's Lehman moment Property Developer Aoyuan Soars as HK Court Gives Go-Ahead to Debt Restructuring"  
[X Link](https://x.com/ahern_brendan/status/1745828890637959582)  2024-01-12T15:23Z [----] followers, [----] engagements


"$COST Shenzhen store opening. The reports of the Chinese consumers' death appear greatly exaggerated. Costco line at the opening of their 6th warehouse in China. I'm long $COST https://t.co/CKUOduFhC3 Costco line at the opening of their 6th warehouse in China. I'm long $COST https://t.co/CKUOduFhC3"  
[X Link](https://x.com/ahern_brendan/status/1745908409067520043)  2024-01-12T20:39Z [----] followers, [----] engagements


"Despite $BIDU's vehement denial the weekend SCMP article on military use of the company's AI (which was subsequently edited) cost the company and shareholders $4.6B in market cap"  
[X Link](https://x.com/ahern_brendan/status/1747263031887941998)  2024-01-16T14:22Z [----] followers, [----] engagements


"Meituan started their 1st stock buyback last week since going public in [----]. Have bought everyday since"  
[X Link](https://x.com/ahern_brendan/status/1747340831189610682)  2024-01-16T19:31Z 11.4K followers, [----] engagements


"There are days when you should read @chinalastnight. Today is one of them. HK's Callable Bull/Bear Contracts market keeps hitting trigger/redemption levels which creates forced selling in the absence of buyers which creates more forced selling. This explains HK's price action IMO"  
[X Link](https://x.com/ahern_brendan/status/1747629869972742644)  2024-01-17T14:40Z [----] followers, [----] engagements


"@EugeneChemaly PBOC didn't cut the MLF this past weekend as they are concerned about weakening the currency IMO. LPR released next week. @ahern_brendan @chinalastnight Chinese yield curve very inverted real central bank rates at over 4%. Surely a case for a rate cut @ahern_brendan @chinalastnight Chinese yield curve very inverted real central bank rates at over 4%. Surely a case for a rate cut"  
[X Link](https://x.com/ahern_brendan/status/1747636435644006755)  2024-01-17T15:06Z [----] followers, [--] engagements


"Per today's @chinalastnight the Hang Seng Index keeps collapsing at big round numbers (17k 16.5k 16k 15k) which forces CBBCs to be redeemed/ie selling future contracts. in the absence of buyers the forced liquidation leads to more CBBCs to liquidated which creates a vicious cycle. this is true for other indices HS Tech HSCEI and individual stocks"  
[X Link](https://x.com/ahern_brendan/status/1747648838490263923)  2024-01-17T15:55Z [----] followers, 15.8K engagements


"No investor cares about non-US equities regardless of valuation dividend yield buyback etc. #mostcrowdedtradeever Volkswagen Finance Chief Cant Explain the Stocks Low Valuation https://t.co/eo0sdi5kHu Volkswagen Finance Chief Cant Explain the Stocks Low Valuation https://t.co/eo0sdi5kHu"  
[X Link](https://x.com/ahern_brendan/status/1747746821332402270)  2024-01-17T22:24Z [----] followers, [----] engagements


"Nothing on SWF's website but footprints of SWF buying of mainland equity ETFs today is to big to ignore"  
[X Link](https://x.com/ahern_brendan/status/1747985849902334044)  2024-01-18T14:14Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. strange as CNH up slightly versus US dollar. May be $TSM drawing attention from the Chinets"  
[X Link](https://x.com/ahern_brendan/status/1748055410739716279)  2024-01-18T18:51Z [----] followers, [----] engagements


"Just back from a funeral (friend's father sadly). Trying to get my arms around the U-turn in China ADRs. In China media I see Liu He met w/US Treasury Dept officials on working together/good release from both sides"  
[X Link](https://x.com/ahern_brendan/status/1748418943687983175)  2024-01-19T18:55Z [----] followers, [----] engagements


"$BABA stock versus its US $ bond due in [----]. Bond has outperformed the stock by 44% over the last [--] years. Clear indication of sentiment investors (stock) versus the math/HP 12C investors (bond)"  
[X Link](https://x.com/ahern_brendan/status/1749797730745307168)  2024-01-23T14:14Z [----] followers, [----] engagements


"$GM China market share slipeed in Q4 and [----] though still sold 2mm cars there"  
[X Link](https://x.com/ahern_brendan/status/1752322101858447808)  2024-01-30T13:25Z [----] followers, [---] engagements


"Sign of a tough market"  
[X Link](https://x.com/ahern_brendan/status/1752532069240951004)  2024-01-31T03:19Z [----] followers, [----] engagements


"Today's @chinalastnight includes a review of yesterday's Ministry of Finance press conference and PBOC's expansion of real estate policy support via PSL. I consider both events worthwhile of your attention despite the lack of coverage in Western media. $BABA could spin off its InTime department store unit. Read CLN: https://t.co/WUPjFzH291 #China #HongKong #investing https://t.co/ycC8BONnOA $BABA could spin off its InTime department store unit. Read CLN: https://t.co/WUPjFzH291 #China #HongKong #investing https://t.co/ycC8BONnOA"  
[X Link](https://x.com/ahern_brendan/status/1753106120955269193)  2024-02-01T17:20Z [----] followers, [----] engagements


"My favorite visualization of the irrational levels is comparing Chinese ADRs with their bonds @MatthewMcCall. In the case of $JD their [----] US $ bond has outperformed the stock by 65% over the last [--] yrs This is true for $BABA $TCEHY etc. Stock investors = sentiment. Bonds = math ie will the company generate enough cash to pay coupons and principal. I know you DO NOT want to hear this BUT Chinese stocks are now trading at irrational levels in my opinion. $JD is one of the better companies in the country - Revenue and Earnings at new highs as stock is down 80% - time to nibble is almost here"  
[X Link](https://x.com/ahern_brendan/status/1753133082419339669)  2024-02-01T19:07Z [----] followers, 19.1K engagements


"$BABA's US $ bond due later this year has outperformed the stock by 70%. Not a typo Beyond absurd"  
[X Link](https://x.com/ahern_brendan/status/1753420187561308274)  2024-02-02T14:08Z [----] followers, [----] engagements


"Hard to quantify/articulate the consequences of the US' reputation tarnished Video clips of US Senator Tom Cottons persistent grilling of TikToks Singaporean CEO Chew Shou Zi have sparked anger online. https://t.co/RYxpJ7sA8Y Video clips of US Senator Tom Cottons persistent grilling of TikToks Singaporean CEO Chew Shou Zi have sparked anger online. https://t.co/RYxpJ7sA8Y"  
[X Link](https://x.com/ahern_brendan/status/1753441932016062709)  2024-02-02T15:35Z [----] followers, [----] engagements


"$BABA results next week"  
[X Link](https://x.com/ahern_brendan/status/1753470730363076891)  2024-02-02T17:29Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. CNH off versus a strong US $. Yen being smashed -1.39% versus US $. As mentioned in today's @chinalastnight today felt like a bottom in the mainland China equity market. Hoping so"  
[X Link](https://x.com/ahern_brendan/status/1753478781732274634)  2024-02-02T18:01Z [----] followers, [----] engagements


"If worried about the US election following Pakistan's election is a tongue & cheek relief in comparison. Pakistan's jailed ex-PM Imran Khan claims election victory"  
[X Link](https://x.com/ahern_brendan/status/1757059676653461939)  2024-02-12T15:10Z [----] followers, [---] engagements


"Based on last night's MSCI pro-forma for their month end index rebalance the weight of US stocks increases to 62.2% of world's market cap"  
[X Link](https://x.com/ahern_brendan/status/1757426354159517759)  2024-02-13T15:27Z [----] followers, [---] engagements


"$AMZN & $NVDA's market cap in perspective. Each is bigger than all [---] Chinese stocks in MSCI China (sum of $BABA $TCEHY $JD $PDD etc) bigger than all [---] stocks in MSCI India all [--] Taiwanese stocks in MSCI Taiwan etc etc. Shoot you can buy two Koreas for [--] AMZN or [--] NVDA. Think about it from this perspective: NVDA has 26k employees versus the population of these countries"  
[X Link](https://x.com/ahern_brendan/status/1757488720775635047)  2024-02-13T19:35Z [----] followers, [----] engagements


"To get an understanding on investors' current positioning toward China as of January [----] Canada is a larger weight than China within MSCI All Country World Index. China's [----] GDP is $17.9T versus Canada's $2.1T according to the World Bank. Makes sense"  
[X Link](https://x.com/ahern_brendan/status/1757784716168646984)  2024-02-14T15:11Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. I'm little underwhelmed as Southbound Connect and mainland China coming back online Sunday night. Chatter of medium term lending facility cut Sunday night Not expected but we shall see"  
[X Link](https://x.com/ahern_brendan/status/1758539643576824261)  2024-02-16T17:11Z [----] followers, [---] engagements


"Remember $WMT owns a slug of $JD. Very strong non-US growth versus US growth with the latter obviously mature. Makes you wonder if $JD doing better than anticipated"  
[X Link](https://x.com/ahern_brendan/status/1759959702257954938)  2024-02-20T15:14Z [----] followers, [----] engagements


"On $WMT's $JD ownership interesting language that Mexico and China were the drivers of strong non-US growth. Interesting language as they point out "other than India strong growth in eCommerce sales.""  
[X Link](https://x.com/ahern_brendan/status/1759961064404390068)  2024-02-20T15:19Z [----] followers, [----] engagements


"Remember we only have this transparency because the South Korean regulator requires its brokers to disclose their foreign transactions. What's this for a rich country like Japan Switzerland etc No clue when the music stops but I'm sure this won't end well $NVDA $SMH $QQQ $AAPL $TSLA. #mostcrowdedtradeever #Koreanretail investors continue to be active purchasers of overseas listed #ETFsin January source @ETFGI Read More: https://t.co/z4Sv684Jbu #RegisterHere https://t.co/Q7Sq46dxV0 for our upcoming [----] events. https://t.co/IJvh89wkbP #Koreanretail investors continue to be active purchasers of"  
[X Link](https://x.com/ahern_brendan/status/1761077905445068975)  2024-02-23T17:17Z [----] followers, [----] engagements


"$LI beats on the big three revenue net income and EPS though Q1 forecast light"  
[X Link](https://x.com/ahern_brendan/status/1762101547784134802)  2024-02-26T13:05Z [----] followers, [----] engagements


"Premium/Discount of US-listed China #ADRs versus their HK close. $LI's strong Q4 results post HK close powering stock higher as covered in today's @chinalastnight"  
[X Link](https://x.com/ahern_brendan/status/1762175335192223777)  2024-02-26T17:58Z [----] followers, [---] engagements


"China economy insight from $BIDU CEO Robin Li during the Q&A of today's earnings call "And for this year we have noticed that both the central and local governments are putting efforts to grow the economy. And during the eight-day Chinese New Year holiday we saw a growth in consumption and particularly in the travel sector. But we're still operating in a macro environment with a lot of uncertainty.""  
[X Link](https://x.com/ahern_brendan/status/1762872207187784037)  2024-02-28T16:07Z [----] followers, [----] engagements


"Was today the strongest day EVER in China Advance/Decline of Shanghai & Shenzhen was a ridiculous [--] to [--] Northbound Stock Connect inflow was the 15th strongest net buy at $2.307B ever. Shanghai Shenzhen and STAR Board gained +1.94% +3.36% and +4.86% Hang Seng -0.15% HS Tech +0.14%. Remember China & HK were net sells in today's MSCI index rebalance"  
[X Link](https://x.com/ahern_brendan/status/1763211968893083805)  2024-02-29T14:37Z [----] followers, [----] engagements


"The Roman emperors gave the masses bread and gladiator games. We get this nonsense. If you believe any of this I have a bridge to sell you. Hopefully they don't retaliate against $GM or $TSLA though likely understood by both sides this is all clickbait nonsense. Critical issue. Not just spying but insiders tell me possible remote control of cars/GPS. @SecRaimondo & White House smart to get ahead of this. She just said Chinas army can demand things from car companies. And they may ban China tech in US. https://t.co/6c6qHck5qO Critical issue. Not just spying but insiders tell me possible remote"  
[X Link](https://x.com/ahern_brendan/status/1763294901075079323)  2024-02-29T20:07Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. Seems a touch dramatic IMO considering Hang Seng was +0.12% Hang Seng Tech -0.31%. Yes EVs were weak overnight on price cut concerns though $BABA -3.62% verus HK share class -1.25% $JD -5.3% versus -1.11% etc. Foreign investor freakout"  
[X Link](https://x.com/ahern_brendan/status/1764707669468713220)  2024-03-04T17:41Z [----] followers, [----] engagements


"I have long advocated investors deemphasize China's GDP percentage growth as China's GDP inevitably will slow though the value of GDP growth is still impressive. Someone might have been listening"  
[X Link](https://x.com/ahern_brendan/status/1765011580465315873)  2024-03-05T13:48Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. Assume shorts run over on $JD results. Two Sessions press conference had several positives outlined in today's @chinalastnight"  
[X Link](https://x.com/ahern_brendan/status/1765432030962053455)  2024-03-06T17:39Z [----] followers, [----] engagements


"Imagine what happens if China follows the US lead and considers $BA $AAPL $XOM $TSLA $SBUX etc "national security threats" When the media focuses politicians on China it means we aren't talking about the budget deficit the border homelessness drug addiction mental illness etc ie the issues people really care about IMO. This is all theater as #TikTok ban won't hold up in court due to 1st amendment. "We're moving quickly on the floor because of this because of the national security threat that is posed by these apps" says Rep. @cathymcmorris. "This is not a ban this would be a choice for"  
[X Link](https://x.com/ahern_brendan/status/1766140741934289370)  2024-03-08T16:35Z [----] followers, [----] engagements


"I assume Trump's position on #TikTok makes this dead in the water. Going to fun watching the politicians reverse their position"  
[X Link](https://x.com/ahern_brendan/status/1766144744944500837)  2024-03-08T16:51Z [----] followers, [---] engagements


"Must watch IMO. My takeaway as covered in today's @ChinaLastNight: Tariffs are a negotiating tool. Work with Chinese companies to bring manufacturing to the US. Dont ban TikTok. "China is right now our boss. Almost like we're a subsidiary of China" says @realDonaldTrump. "The whole topic of tariffs to me is so simple. It's great economically for us and it brings our companies back. If you don't have tariffs we have nothing whatsoever on them." https://t.co/YyAjJ9HEHH "China is right now our boss. Almost like we're a subsidiary of China" says @realDonaldTrump. "The whole topic of tariffs to me"  
[X Link](https://x.com/ahern_brendan/status/1767193415291134029)  2024-03-11T14:18Z [----] followers, [----] engagements


"Yes/I agree @jonathanharrier. If you believe 60% tariffs are coming short $AMZN $WMT $HD etc. However knowing tariffs are used as a negotiating tool is important as this is The Art of the Deal. @ahern_brendan @chinalastnight But are tariffs really in negotiating tool or is it just political buzz words for votes Whatever the decrease in imports from China to US wasnt there a commensurate increase in trade through neighboring countries (going around the tariffs) @ahern_brendan @chinalastnight But are tariffs really in negotiating tool or is it just political buzz words for votes Whatever the"  
[X Link](https://x.com/ahern_brendan/status/1767227623833215228)  2024-03-11T16:34Z [----] followers, [----] engagements


"Tencent/$TCEHY kept Southbound Stock Connect net buying streak alive overnight w/its 6th straight net buy day. Covered in today's @chinalastnight"  
[X Link](https://x.com/ahern_brendan/status/1767543303258443968)  2024-03-12T13:28Z [----] followers, [---] engagements


"The more they talk about #TikTok the less attention is given to the budget deficit the border gun violence drug addiction mental illness homelessness etc @TaylorOgan . Insane that of ALL things THIS is a focus of American politics. Insane that of ALL things THIS is a focus of American politics"  
[X Link](https://x.com/ahern_brendan/status/1767930306932199461)  2024-03-13T15:06Z [----] followers, [----] engagements


"Going to be fun discovering which US pension plans endowments and foundations own Bytedance"  
[X Link](https://x.com/ahern_brendan/status/1768635752584245455)  2024-03-15T13:49Z [----] followers, [---] engagements


"Many thanks to the Greenwich Economic Forum @thegeforum for the opportunity to participate in yesterday's Miami forum Appreciate the opportunity to provide a data-driven examination of China's economy and capital markets"  
[X Link](https://x.com/ahern_brendan/status/1768639983953310022)  2024-03-15T14:06Z [----] followers, [---] engagements


"Premium/Discount of US-listed Chinese #ADRs versus their HK close. $TCEHY/Tencent $PDD report Wednesday. $MPNGY/Meituan Friday"  
[X Link](https://x.com/ahern_brendan/status/1768691173533593849)  2024-03-15T17:30Z [----] followers, [----] engagements


"Jan/Feb retail sales +5.5% YoY though online retail sales +15.3%"  
[X Link](https://x.com/ahern_brendan/status/1769729019145040062)  2024-03-18T14:14Z [----] followers, 11.5K engagements


"anyone else thinking about this $PDD article today"  
[X Link](https://x.com/ahern_brendan/status/1770449386926961119)  2024-03-20T13:56Z [----] followers, [----] engagements


"Premium/Discount of US-listed China #ADRs. Amazing $TCEHY is only a +0.15% premium to close after big buyback & dividend increases and a respectable Q4 IMO. $PDD isn't cross-listed in HK while Kuaishou's unsponsored ADR $KSHTY is very thinly traded/not worth looking at. http://700.HK http://700.HK http://700.HK http://700.HK"  
[X Link](https://x.com/ahern_brendan/status/1770476307899458022)  2024-03-20T15:43Z 12K followers, [----] engagements


"Rough night overnight in HK & China though after the close Meituan/$MPNGY crushed estimates on the big three: revenue adjusted net income and adjusted EPS"  
[X Link](https://x.com/ahern_brendan/status/1771164498134462466)  2024-03-22T13:18Z [----] followers, [----] engagements


"Tencent $TCEHY buyback is impressive"  
[X Link](https://x.com/ahern_brendan/status/1772620219804008477)  2024-03-26T13:42Z [----] followers, 19.3K engagements


"BYD's [----] Net Profit increased 800% to RMB 30.031B revenue +42% to RMB 602.3B. [----] Revenue growth estimates are for 28% YoY increase. Remeber this was after the HK close. BYD has successfully manufactured [--] million New Energy Vehicles (NEVs) marking a significant milestone in the automotive industry. Our NEV presence extends across six continents encompassing over [--] countries and more than [---] cities worldwidehighlighting our commitment to https://t.co/oVALF8W7Mc BYD has successfully manufactured [--] million New Energy Vehicles (NEVs) marking a significant milestone in the automotive"  
[X Link](https://x.com/ahern_brendan/status/1772660266754355689)  2024-03-26T16:21Z [----] followers, [----] engagements


"Tencent/$TCEHY buyback. Again"  
[X Link](https://x.com/ahern_brendan/status/1773337813523509278)  2024-03-28T13:14Z 11.9K followers, [----] engagements


"In addition to Tencent buyback is Southbound Stock Connect net buying"  
[X Link](https://x.com/ahern_brendan/status/1773338535468089668)  2024-03-28T13:17Z [----] followers, [---] engagements


"Meituan bought back stock 3.477mm shares in HK today. Company bought back 44mm shares in 2023"  
[X Link](https://x.com/ahern_brendan/status/1776244546466164752)  2024-04-05T13:44Z 12.7K followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. US dollar very strong"  
[X Link](https://x.com/ahern_brendan/status/1778476061606515153)  2024-04-11T17:31Z [----] followers, [----] engagements


"Premium/Discount of US lised China #ADRs versus their HK close. Risk off day w/safe havens higher"  
[X Link](https://x.com/ahern_brendan/status/1778822353608232975)  2024-04-12T16:27Z [----] followers, [----] engagements


"As a parent I hate my kids on social media. TikTok ban will go to court where it will likely be overturned (1st Amendment). The Chinese government doesn't own Bytedance. US investors do as evidenced with [--] of [--] board seats held by Americans Very good overview of Bytedance by @thewirechina https://www.thewirechina.com/wp-content/uploads/2020/08/Who-Really-Owns-ByteDance.pdf https://www.thewirechina.com/wp-content/uploads/2020/08/Who-Really-Owns-ByteDance.pdf"  
[X Link](https://x.com/ahern_brendan/status/1782398554155180044)  2024-04-22T13:18Z [----] followers, [----] engagements


"I respectfully disagree @munster_gene 1) TikTok will challenge in court where they have won twice already 2) $AAPL & $TSLA employ thousands in China so why would they put their citizens out of work 3) Why would China care if US investors lose money Below are the US investors who control Bytedance's board (3 of [--] seats). After Biden signs TikTok forced sale into law I put the over-under at [--] days before China retaliates. If they go after $AAPL and $TSLA the Tech Cold War is officially on. After Biden signs TikTok forced sale into law I put the over-under at [--] days before China retaliates. If"  
[X Link](https://x.com/ahern_brendan/status/1783208016810012766)  2024-04-24T18:54Z [----] followers, 10.3K engagements


"Maybe $BA's headquarter location is the culprit @elonmusk Although Boeing got $4.2 billion to develop an astronaut capsule and SpaceX only got $2.6 billion SpaceX finished [--] years sooner. Note the crew capsule design of Dragon [--] has almost nothing in common with Dragon [--]. Too many non-technical managers at Boeing. Although Boeing got $4.2 billion to develop an astronaut capsule and SpaceX only got $2.6 billion SpaceX finished [--] years sooner. Note the crew capsule design of Dragon [--] has almost nothing in common with Dragon [--]. Too many non-technical managers at Boeing"  
[X Link](https://x.com/ahern_brendan/status/1787552638369702333)  2024-05-06T18:38Z [----] followers, [----] engagements


"Isn't ironic that Gina Raimondo's actions will likely cause some California child's parent to lose their job at $INTC or $QCOM just as her father lost his job when Bulova closed their Rhode Island factory"  
[X Link](https://x.com/ahern_brendan/status/1788189850740355420)  2024-05-08T12:50Z [----] followers, [----] engagements


"US Commerce Department cost $INTC shareholders $3.321B in market cap loss. Bravo bravo"  
[X Link](https://x.com/ahern_brendan/status/1788221516238250292)  2024-05-08T14:56Z [----] followers, [---] engagements


"December [----] photo of a $ZK/@ZEEKRGlobal Zeekr [---] I took in the Huanging Square mall in Shenzhen. Beautiful car"  
[X Link](https://x.com/ahern_brendan/status/1788912814330957962)  2024-05-10T12:43Z [----] followers, [----] engagements


"400% of 0% = 0% @NIONenad RIP U.S. transition to EVs. Need China RIP U.S. transition to EVs. Need China"  
[X Link](https://x.com/ahern_brendan/status/1788992732028952712)  2024-05-10T18:01Z [----] followers, [----] engagements


"Crazy stat on the current China equity rally: Year-to-date through yesterday the [---] Chinese equity ETFs listed in China have $47.581B of net inflow. The [---] Chinese equity ETFs listed outside of China have outflow of -$1.027B YTD. I excluded HK ETFs"  
[X Link](https://x.com/ahern_brendan/status/1788995346905129449)  2024-05-10T18:11Z 12.2K followers, 13.6K engagements


"Outstanding results for $TCEHY/Tencent"  
[X Link](https://x.com/ahern_brendan/status/1790383491261063489)  2024-05-14T14:07Z 11.9K followers, [----] engagements


"When you are hear politicians and the media talk about China selling TikTok you should recognize they have exerted zero effort on the subject and therefore you should downgrade their credibility going forward. Per Bytedance's website here is their board"  
[X Link](https://x.com/ahern_brendan/status/1790744242328883279)  2024-05-15T14:01Z [----] followers, [---] engagements


"$BIDU beats on the big three: revenue adjusted net income and adjusted EPS. Analysts had expected adjusted net income and adjusted EPS to be negative YoY but were strong YoY. Great job @Baidu_Inc"  
[X Link](https://x.com/ahern_brendan/status/1791068463655477629)  2024-05-16T11:29Z [----] followers, [----] engagements


"By no means a commodity expert but copper hits [--] week high. Assume China's real estate policy support a factor"  
[X Link](https://x.com/ahern_brendan/status/1792578488584523955)  2024-05-20T15:29Z [----] followers, [---] engagements


"The last time tariffs were this popular in Washington DC the year was 1930"  
[X Link](https://x.com/ahern_brendan/status/1792585178436538596)  2024-05-20T15:56Z [----] followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. $LI was +4.17% in HK prior to reporting Q1 financials which missed expectations"  
[X Link](https://x.com/ahern_brendan/status/1792588873974915253)  2024-05-20T16:11Z [----] followers, [---] engagements


"$PDD absolutely destroys analyst expectations. Adjusted EPS was 2X what analysts expected"  
[X Link](https://x.com/ahern_brendan/status/1793232166769348648)  2024-05-22T10:47Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing