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We are hosting Keith McCullough & Hedgeye at 11am EST today! Access (for free!) below! If you have a question for Keith email us at [email protected]! kraneshares.com/webinars/innov…

I find the below entertaining from the perpetually negative Western media

$DXY off peak 2022 highs though still up +35% since April 2011 low

Bright Lights Big City!

Going to be fun!

$NIO $LI $XPEV China NEV retail up 28% year-on-year in May, back above 1 million units cnevpost.com/2025/06/09/chi… via CnEVPost

I agree w/the below post from Gavekal The US $ tailwind has become a headwind as the $DXY went up 56% from April 2011 to September 2022. Now $DXY off -13% since then.

Premium/Discout of US listed China #ADRs versus their HK close. Highlights include $BABA $JD $BIDU $TCOM $NIO $LI $XPEV $NTES $BILI

Premium/Discount of US listed China #ADRs versus their HK close. Seems a touch pessimistic considering upside potential of London trade meetings though CNH/renminbi off a touch versus US $. $BABA $JD $BIDU $NTES $TCOM $TCEHY $BILI $LI $NIO

Premium/Discount of US listed China #ADRs versus their HK close. Lutnick comments sending risk assets higher. $BABA $JD $NTES $TCOM $LI $XPEV $NIO $BIDU $TCEHY

Remember $BABA goes ex-dividend today. For US ADR holders the amount is $1.05

Premium/Discount of US listed China #ADRs versus their HK close. HK futures rallying. Could be a good sign for ADRs $BABA $JD $BIDU $TCEHY $NTES $BILI

Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi and HK futures sliding in afternoon trading. $BABA $JD $TCEHY $NTES $BIDU $BILI $LI $NIO $TCOM

Per today's @ChinaLastNight China NEV (EV & Hybrid) sales hit year-to-date high in May, exports set new record cnevpost.com/2025/06/11/chi… via CnEVPost

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

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

Chatter picking up on this in mainland China. Can VIE structured stocks relist is the big question. Will dig in & report back! $BABA $TCEHY $NTES $JD $BIDU

Self serving and highly biased but the NBS' press conference review in today's China Last Night is a worthwhile read.

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 $TME $MPNGY

Premium/Discount of US listed China #ADRs versus their HK close. CNH and HK futures off. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY