Brendan Ahern's profile photo

Brendan Ahern

New York

Senior Contributor at Forbes

Chief Investment Officer at kraneshares.com

China/EM CIO responsible for +$6B Author of https://t.co/1FuX6wbJUT Personal opinions views & not advice KraneShares Funds' Prospectus & Disclosures https://t.co/9KJyrMutM1

Articles

  • 1 week ago | forbes.com | Brendan Ahern

    CLNKraneSharesWeek in Review On Monday, Alibaba rose +1.68% following the release of its updated Qwen3 AI model, which is believed to power Apple AI on iPhones sold in China. On Tuesday, Mainland investors bought the Hong Kong dip with $158 million of net buying via Southbound Stock Connect, which accounted for 53% of Hong Kong turnover.

  • 1 week ago | forbes.com | Brendan Ahern

    CLNKraneSharesKey NewsAsian equities, despite US involvement/escalation concerns in the Middle East, were mixed, led higher by Japan, Taiwan, and surging South Korea, while Hong Kong, Thailand, and Pakistan underperformed. The US dollar finally showed its reserve currency status outperforming most Asian currencies except for the Yen and Singapore dollar.

  • 1 week ago | forbes.com | Brendan Ahern

    CLNKraneSharesKey NewsAsian equities traded quietly overnight as investors remained cautious amid ongoing developments in the Middle East, with the US dollar strengthening against local currencies. Both Hong Kong and Mainland China opened higher but quickly faded on light volume, as value, dividend, and low-volatility factors outperformed growth stocks.

  • 1 week ago | forbes.com | Brendan Ahern

    CLNKraneSharesKey NewsAsian equities exhibited resiliency overnight despite escalating tensions in the Middle East. Both Hong Kong and Mainland China opened lower but finished higher, led by growth stocks. There was another factor rotation, as growth and momentum factors outperformed value, dividend, and low-volatility strategies. Several catalysts drove markets, with the most important being the release of economic data and the National Bureau of Statistics (NBS) press conference.

  • 2 weeks ago | forbes.com | Brendan Ahern

    CLNKraneSharesWeek in Review Asian equities were mixed overnight as Korea and Taiwan outperformed while Mainland China’s STAR Board and India underperformed. It was a choppy week for Asian shares with the catalyst of US-China talks and the specter of flaring Middle East tensions. Trade talks on Monday between the US and China in London resulted in an agreement on rare earth exports and established a framework for continuing negotiations.

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Brendan Ahern
Brendan Ahern @ahern_brendan
13 Jun 25

Nothing personal but if there was ever a sign of the top in US stocks/Mag 7/US Exceptionalism, this is it.

Dan Ives
Dan Ives @DivesTech

Great to be at @NYSE for the awesome @CNBC @CNBCPro Live event and excited to meet all the investors coming today and discussing the AI Revolution 🔥🏆🐂🕶️🎯🕺 https://t.co/LALtpg5yOB

Brendan Ahern
Brendan Ahern @ahern_brendan
13 Jun 25

Premium/Discount of US listed China #ADRs versus their HK close. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TM $MPNGY https://t.co/eIWYFGg5XJ

Brendan Ahern
Brendan Ahern @ahern_brendan
11 Jun 25

Per today's @ChinaLastNight China NEV (EV & Hybrid) sales hit year-to-date high in May, exports set new record https://t.co/iqNyXNpMNG via @CnEVPost