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Brendan Ahern Profile
Brendan Ahern

@ahern_brendan

Followers
11K
Following
3K
Statuses
3K

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

New York, New York
Joined February 2013
Don't wanna be here? Send us removal request.
@ahern_brendan
Brendan Ahern
16 hours
Bright lights Big City!
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@ahern_brendan
Brendan Ahern
3 days
Premium/Discount of US listed China #ADRs versus their HK close. Off their highs though futures & CNH off a little bit as well
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@ahern_brendan
Brendan Ahern
7 days
$BABA Alibaba Group Will Announce December Quarter 2024 Results on February 20, 2025 - Business Wire
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@ahern_brendan
Brendan Ahern
8 days
$BABA & $PLTR have basically the same market cap though $BABA generates 1.5X more net income ($5B) in a quarter than $PLTR does in revenue ($2.9B) a year.
@EquityBrian
Brian Coughlin
8 days
$PLTR is trading at 80x sales. $BABA is trading at 10x FCF. One of these valuations is driven by pure hype. The other is driven by fear. Which one would you bet on long-term?
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@ahern_brendan
Brendan Ahern
8 days
the dumbest thing you'll read today is how China Services PMI "missed" expectations. Only 5 firms submitted estimates.
@WSJecon
Real Time Economics
8 days
China PMI Gauge Signals Softer Services Sector Growth
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@ahern_brendan
Brendan Ahern
9 days
Premium/Discount of US listed China #ADRs versus their HK close. Remember Southbound Stock Connect reopens tomorrow which normally accounts for 40% of HK turnover. What are the odds Trump Xi speak and a China trip announced? Not zero IMO!
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@ahern_brendan
Brendan Ahern
9 days
Pure click bait! China's #tariffs were insignificant per today's @chinalastnight. For a list of tariffs please read today's note
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@ahern_brendan
Brendan Ahern
9 days
Big gov't is big business @thecyrusjanssen
@thecyrusjanssen
Cyrus Janssen
9 days
Here we have Robert Lighthizer, Trump's former trade chief, conditioning the American people to believe that "China is an existential threat to the United States". This idea is completely false and everything he says in this clip is 100% pure gaslighting. The reality? The ONLY threat to the future of the United States is the United States itself. US Politicians MUST stop playing this China card and blaming every problem they have on China. China views itself as a rising superpower that is building relationships with countries around the globe. It has no desire to replace the United States nor does China desire to see the United States fail. China's message to the United States has always been consistent. The Chinese believe the world is big enough for both the US and China to co-exist. It seeks a win-win solution to problems and is open to dialogue and negotiations with the United States. Unfortunately too many Americans are brainwashed by US media to fear China
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@ahern_brendan
Brendan Ahern
12 days
Premium/Discount of US-listed China #ADRs versus their HK close on Tuesday. Post-Trump tariff announcement premiums off along w/CNH versus US $. Tariffs tanking US stocks, US interest rates higher, US dollar higher. All the opposite of what Trump wants in the long run which is why they won't stay on or be put on IMO.
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@ahern_brendan
Brendan Ahern
12 days
the narrative that $AAPL's China iPhone sales are down because of China's economy is false. iPhone market share has fallen from 24% to 17% YoY as Huawei is eating their lunch. Apple should benefit from the recent electronics subsidy that includes smart phones.
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@ahern_brendan
Brendan Ahern
13 days
Interesting how well young people get along with one another
@OneRepublic
ONEREPUBLIC
13 days
60 seconds of a paradise 🇨🇳 Who’s ready for the full vlog? Coming soon.
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@ahern_brendan
Brendan Ahern
14 days
$BABA currently at 12.91% premium to Tuesday's HK close. Is a 12.91% move feasible Monday in HK? Since relisting in HK, there have been 12 days that $BABA's HK listing (9988 HK) moved more than 10% since relisting in HK November 26, 2019.
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@ahern_brendan
Brendan Ahern
14 days
Very good article from @thenation on US fortunes made in the China opium trade. Worthwhile read IMO. The Blue-Blood Families That Made Fortunes in the Opium Trade
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@ahern_brendan
Brendan Ahern
14 days
Kweichow Moutai’s Year of the Snake bottle for sale in Shanghai. Was around $300
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@ahern_brendan
Brendan Ahern
15 days
Premium/Discount of US listed China #ADRs versus their HK close yesterday. $BABA AI announcement was after the HK close which explains premium. Interesting that several names trading in line w/FTSE A50 futures which has nothing to do w/the HK internet stocks though market makers need something to hedge with I suppose.
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@ahern_brendan
Brendan Ahern
15 days
Your hard work & dedication are being rewarded @_mm85 ! Don't take your foot off of the $NIO gas pedal!
@_mm85
Marcel Münch
15 days
Wow, very humbled by the recent traction about China Tech & Investments. Almost 100K views on my DeepSeek video! Those new & interested in how to invest & possibly profit from China’s latest tech advancements could have a look at @KraneShares $KWEB China ETF. Disclosure: I am not affiliated and personally I don't own any but for those with a long-term view on China Opportunities, it offers exposure and diversification. You can follow CIO @ahern_brendan and @chinalastnight for transparency & informative updates and to build trust and insight over time. To exemplify a portfolio case: For our toddler I wouldn't mind starting a monthly savings plan and keep accumulating KWEB as an additional China strategy complementing MSCI World, Nasdaq or SP500 exposure. This might be a generational buying opportunity, as the sentiment in China is completely washed out, while the last few days have shown us that very exciting things are coming out of China! The fact is that Wall Street for ideological reasons no longer wants to participate in the economic development and progress of China. Not very capitalist, if you ask me - but we're in special times. That doesn't mean retail investors need to think alike. Perception and sentiment could change in an instant, and as @HedgeFundTips keeps saying: "Opinion follows trend". As always with investments, it is risky and I can't give advice what to do and when to pull the trigger, but creating awareness around a topic that most people even don't know exists is what I'd like to contribute and why I hope people keep following my accounts! Thanks
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@ahern_brendan
Brendan Ahern
15 days
Amazing how well people get along globally
@OneRepublic
ONEREPUBLIC
15 days
Counting Stars into the Chinese New Year. 🇨🇳🐍⭐️
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@ahern_brendan
Brendan Ahern
15 days
These are the "foreign adversaries" that own Bytedance @RonPaul. These firms represent US pension funds, endowments and foundations. Media and US gov't narrative is detached from reality IMO.
@RonPaul
Ron Paul
15 days
According to President Trump, Bill Gates' Microsoft is very interested in buying the social media App TikTok. But as TikTok's owners do not want to sell, will this be a mafia deal where either their signature or their brains will be on the contract? And...how is Bill Gates owning TikTok any better than its current owners? Also today, Matt Taibbi joined Tucker Carlson recently to discuss the need for even more transparency on how the government colluded with companies to maintain silence over COVID's origins. Watch below:
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@ahern_brendan
Brendan Ahern
16 days
$BABA forward P/E 10.8 VERSUS $NVDA's 42.79. Alibaba Cloud Releases Latest AI Models For Enhanced Visual Understanding and Long Context Inputs
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@ahern_brendan
Brendan Ahern
16 days
What the nattering nabobs of negativity miss is the employment related to the industries receiving subsidies. More auto sales = more auto employees
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@economics
Bloomberg Economics
16 days
As threats of a new trade war loom, China is seeking to boost domestic demand by dangling subsidies in front of a nation of wary spenders
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