Nobody Owns Enough China

China tech indices like KWEB and ChiNext are breaking through major technical resistance as investor positioning remains light. The setup is tactically constructive ahead of a mid-May Trump-Xi meeting, suggesting significant room for an upside squeeze.

Key Takeaways

• 1.China tech is undergoing an aggressive technical breakout, with KWEB and ChiNext indices clearing major resistance levels and moving averages.
• 2.Investor positioning in China remains light and expectations are muted, creating potential for a squeeze with significant upside.
• 3.The tactical setup is bolstered by an upcoming meeting between Trump and Xi expected in mid-May.

Table of Contents

• Nobody Owns Enough China
• Massive in KWEB
• Catch up
• The setup
• ChiNext
• Upside convexity

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