Express News | Hedge fund newcomer Keystone's interest in Chinese concept stocks has greatly increased, opening positions in three major ETFs and clearing out positions in TAL Education.
Express News | Jinglin assets adjust their US stock positions and increase their holdings in multiple Chinese company stocks.
Express News | Top private equity leader Jinglin's US stock holdings exposed: aggressively selling Nvidia, Microsoft, while increasing positions in Apple, Tencent Music, etc.
10 trillion debt-for-equity swap, real estate tax policies will be introduced in the near future... One article to understand the NPC press conference
Starting from 2024, China will allocate 800 billion yuan from the annual increase in local government special bonds for five consecutive years, specifically for debt restructuring, with a cumulative potential to replace 4 trillion yuan in hidden debt. In addition, with the 6 trillion yuan debt ceiling approved by the National People's Congress Standing Committee this time, it will directly increase local debt resources by 10 trillion yuan.
Express News | Ishares MSCI China ETF up 3.5%, Kraneshares CSI China ETF up 3.7%, ishares China Large-Cap ETF up 3.8%
Express News | Bilibili up 4.6%, Baidu up 2.1%, Gaotu Techedu up 4.2%