Brendan Ahern

Had the pleasure meeting Thomas in HK years ago as I'm still on his distribution list. Always get a chuckle about the performance of his Iraq fund. Makes me feel conservative!

Barely Investible Capital Management Ltd @LowAlphaHighVol

Another PH in Singapore today has me buying some 🇦🇺 stocks on 🇨🇳🤝🇺🇸 but also sitting here wondering if it is bullish Uzbekistan and Iraq? It's a slow Monday, clearly. https://t.co/R1aiUsm96n

Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi is up slightly versus the US $. Could be a good sign for risk assets IMO https://t.co/egYrchDMRI

$BABA bought 79,550 ADRs yesterday accounting for 0.7% of the volume https://t.co/HIbTZLQ0i9

$BABA bought 80,700 ADRs yesterday accounting for 0.5% of trading https://t.co/6sh2wxmlgi

From @CnEVPost. Strong day for $NIO $LI $XPNG in HK trading today along with BYD and CATL https://t.co/7CIhLa7Qrr

$BIDU announcement https://t.co/RzQdaWk7WT

$ATHM reported Q1 financial results that beat on the big three: revenue, adjusted net income and adjusted EPS. YoY declines though. https://t.co/9ad2xe0JB9

This chart from Apollo is definitely making the rounds. Been forwarded to me multiple times. https://t.co/n3CGTfbCvk

$BABA bought 79,000 their ADRs yesterday (and 79,600 Friday), accounting for 0.8% of the volume both days https://t.co/7jdwN8HSXU

Absolutely monster move in CNH versus the US dollar (renminbi is quoted USD/CNH, so down is appreciation). Are FX markets anticipating a trade deal? https://t.co/0MWnziCCI7

from mainland media on US designed chips made in Taiwan would be exempt from China import tariffs https://t.co/1yOS6hEpic

Good news for $BA @gdp1985. Seeing now China's from China Semiconductor Association that: ""Integrated circuits", whether packaged or unpackaged, should be declared at the location of the "wafer tape-out factory" when they are imported." So US designed chips made in Taiwan are

Gerard DiPippo @gdp1985

China is rumored to be considering exclusions for its retaliatory tariffs on the US. Here are the top 30 goods that could be excluded, by value. The exclusions would cover more than $46 billion in imports and at least 28% of China's imports from the US, based on 2024 figures. 1/ https://t.co/9tQvZpOdV8

Good catch/hat tip to @rwang07. Lots of chatter about this. Not seen anything from the Chinese Semiconductor Industry Association confirming thus far.

Ray Wang @rwang07

BIG: China Halts 125% Tariffs on Semiconductor from the United States （1/2） According to the customs declaration system "Single Window" (單一窗口）on April 24, 2025, the declared tax calculation shows that customs will cease the additional 125% tariff on integrated circuits https://t.co/mwNBroVuOl

Remember lots of US and Chinese government officials at the World Bank & IMF meetings in DC this meeting.

Rapid Response 47 @RapidResponse47

REPORTER: Can you clarify with whom the U.S. is speaking with China? They're saying it's fake news that trade talks are happening. @POTUS: "Well, they had a meeting this morning... we may reveal it later, but they had meetings this morning, and we've been meeting with China." https://t.co/99HGQIsCHf

Interesting that commodity ships from the US to China went elsewhere already @Molson_Hart. Zero US LNG imports to China in March. https://t.co/7ZxAxg5jxw

molson 🧠⚙️ @Molson_Hart

The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China to USA trade shut down. It takes ~30 days for containers to go from China to LA. 45 to Houston by sea, 45 to Chicago by train. 55 to New York by sea. That https://t.co/8vnGDMWCpt

Premium/Discount of US listed China #ADRs versus their HK close. $TAL crushed post financial results that missed and not mentioning relisting in HK. Renminbi strengthening versus US dollar while HK and China futures rising. maybe the intra-day low? TBD https://t.co/Qsvw3Yv37x

$BABA bought 167,100 of their ADRs yesterday, accounting for 0.6% of the volume https://t.co/AhNStBVK9k