KWEB tracks a market cap-weighted index composed of overseas-listed Chinese Internet companies.
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📈 Covered Call Case Study – KWEB China Internet ETFDisclaimer: This article is for educational purposes only and is not financial advice. Options involve risk and may not be suitable for all investors...
China internet ADRs sold off again on fresh tax-rumor jitters. With headlines of varying credibility, Dolphin Research takes a top-down look.
We start with the Gov.'s four ledgers. They are: 1) the general public budget, i.e., core fiscal revenue; 2) the government fund budget, an earmarked book funded mainly by land-sale proceeds; 3) the state capital operations budget, effectively the shareholder ledger funded by SOE profit and dividend remittances. In essence, this reflects the Gov.'s resource-allocation power...
Hello everyone, this is Dolphin Research! In last week's strategy report, Dolphin Research mentioned that after the tariff issue was settled, the market's focus would shift to Trump's second wave of tax cuts and industrial policies. "But the fatal BUG here is that tax cuts and industrial stimulus essentially require fiscal backing." Will the upcoming short-term trading revolve around this "BUG," thereby affecting the valuation expectations of the entire asset class? Let's take a detailed look: 1. Trump's "Big, Beautiful Bill" = "Big Deficit" Bill? This new bill, the "Big, Beautiful Bill"...
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