After making new lows yesterday we saw Asian Tech stocks enjoy their best day since August with Alibaba (BABA US) for example surging over 8% in the US. A bit like iron ore the new headwinds aren’t going away any time soon but we feel the quality names in the China tech space are now significantly oversold.
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Buy Hold Sell: The best and worst performers of FY25
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Friday 15th August – Dow off -11pts, SPI up +8pts
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Thursday 14th August – ASX +66pts, WBC, TLS, PME
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MM likes Asian tech names at current levels
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Buy Hold Sell: The best and worst performers of FY25
James Gerrish & Henry Jennings

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Friday 15th August – Dow off -11pts, SPI up +8pts
Daily Podcast Direct from the Desk

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Thursday 14th August – ASX +66pts, WBC, TLS, PME
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