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  • Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops [View article]
    You forget to mention an important fact: there are much less securities than Chinese demand. China probablly has 1500 securities to satisfy 40 million investors. Over valuation can happen when demand exceeds supply by a large factor. However, I will not bet against China for all the reasons you listed. If you believe your own reasoning, try short sell Chinese ADRs or Chinese funds.
    Jun 01 13:40 pm |Rating: 0 0 |Link to Comment
  • China Shares Regain All Losses [View article]
    Chinese EFTs such as FXI and PGJ are still lose on year to day basis. The stocks you mentioned are part of the indexes. So it is quite confusing that indexes losing while it components are regaining. Is this an arbitrage opportunity?
    May 02 10:35 am |Rating: 0 0 |Link to Comment
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