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Chinese concept stocks returning home are gaining attention again: which companies have not yet returned, and what is the size of the U.S. Hold Positions?
Although the market may gradually become "desensitized" to the tariff rate numbers in the short term, threats or confrontations from the USA in other areas besides tariffs are also emerging. Recently, U.S. Treasury Secretary Mnuchin threatened that the possibility of delisting Chinese company stocks from U.S. exchanges could not be ruled out.
Trump: We will reach an agreement with China and everyone else.
Recently, the USA has been continuously negotiating with various parties regarding tariff issues, but has not yet announced a preliminary trade agreement with any of the countries. In response, Trump stated on the 17th that the US government "is not in a hurry" to announce agreements with specific countries.
Express News | The Ministry of Foreign Affairs responded to the "USA's tariffs on China increasing to 245%": Specific tariff rate figures can be asked from the USA side.
Hong Kong "opens its arms" to welcome back Chinese concept stocks, is there a possibility of inflow for stocks like PDD Holdings?
The Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange are prepared to make Hong Kong the preferred listing location if Chinese companies listed overseas wish to return.
Breaking news! Hong Kong's Financial Secretary Paul Chan Mo-po speaks out: ensuring Hong Kong becomes the preferred destination for overseas Chinese concept stocks to return. What will the impact be?
On April 13, Paul Chan Mo-po, the Financial Secretary of Hong Kong, stated in his blog that in response to the latest Global changes, he has instructed the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange to be prepared, so that if Chinese companies listed overseas wish to return, they must make Hong Kong their preferred listing location.
The short-term market sentiment regarding "reciprocal tariffs" has been fully expressed. Is now a good time to invest in Hong Kong stocks?
With the extreme outburst of emotions after the 'reciprocal tariffs' seeming to come to a temporary end, the tariff game appears to have entered a 'second stage'. The Hang Seng Index has retreated over 15% from its late March peak, and the most concerning question for the market is whether now is a good time to 'buy the dip'.