Morgan Stanley China A Share Fund, Inc. (CAF)
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- An Often Unmentioned Factor About Chinese Stocks [view article]
- Global Stock Markets: We All Fall Down! [view article]
- China: What a Real Bear Market Looks Like [view article]
- Is the Chinese Market Overvalued? [view article]
- Can China Carry the Post-Olympic Torch? [view article]
- Interview with Peter O'Sullivan, DuPont Titantium Technologies [view article]
- U.S. Credit Woes Spill Into China [view article]
- China's Looming Hangover? [view article]
- China's Negative Economic Outlook [view article]
- China's Impending Financial Crisis [view article]
- Six Reasons To Buy China Soon [view article]
- China Mobile Speculated to Run 3G Service By 2008 [view article]
loading ...Recent CAF Articles
- An Often Unmentioned Factor About Chinese Stocks
- Global Stock Markets: We All Fall Down!
- Interview with Peter O'Sullivan, DuPont Titantium Technologies
- Can China Carry the Post-Olympic Torch?
- U.S. Credit Woes Spill Into China
- China's Looming Hangover?
- China's Energy Strategy: Panda or Dragon?
- Six Reasons To Buy China Soon
- Re-Entering China: A Plan Comes Together
- Want to See a Bursting Bubble?
- Full List of Articles »
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China's Latest Financial Coup: Buy 'H' Shares [view article]
Among those playing the Shanghai market, who does not have 100k nowadays?:) Reply
China's Latest Financial Coup: Buy 'H' Shares [view article]
I think at this stage, this H share move won't have much effect. The minimum balance is HKD 100,000, which is not small change for most Chinese.I discussed this a bit at my blog:
www.stlplace.com/2007/.../
I think for the long term, Chinese investors will follow what they did in A shares lately: hand their money to fund managers, and let professonals hand their money.
By the way, why the mistrust on Chinese banks? I can understand the frustration of the "long waiting line", but not aware of mistrust. Reply
China's Latest Financial Coup: Buy 'H' Shares [view article]
a more profitable approach will be to long HSCEI index which tracks H-shares listed in HK.Hang Seng index has ~50% of constituents from H-shares, while Hang Seng China Enterprises Index (HSCEI) tracks all of them.
i've done an excel, updated today here showing all H-share constituents discounts if anyone interested to look into individual H-share in the index
spreadsheets.google.co...;output=html&g...
a ETF 2828.HK is available tracking HSCEI Reply
Chinese Markets Beginning To Crack [view article]
PPT rides to the rescue right on time Thursday 11:00 with the leaked info that the Fed was going to have an "emergency" meeting. What's the emergency, at least as it relates to the stock market? We have not had a correction in 5 years. Every pullback has been met with massive liquidity buying on the dips and by corporations buying back their own shares (why not if you can borrow unlimited sums with no impunity). If this puny correction does not hold for a while and the Fed pumps it up again, it seems to me that they are just delaying an inevitably larger bear.Explain how the Fed's actions will bail out the over-leveraged jumbo mortgaged homeowner/speculator in CA, FL, NV, AZ and elsewhere as their interest rates begin to reset next month? Reply
Chinese Markets Beginning To Crack [view article]
Well, turned out that the author has had a bad luck and picked a market bottom day to write this erroneous and misleading article. Right after the article was published on Thursday, US market rebounded sharply on Friday, which as I predicted pulled up the world markets as well as Chinese markets with it. In just finished Monday trading session, Shanghai composite finished up 5.33% to completely wipe out the mild losses it endured last Thursday and Friday triggered by the US led world market meltdown, this has put Chinese stock markets back to the upward trend. In my view, Shanghai composite index will break 5000 mark in next one or two sessions, and continue moving up from there once it absorbs some possible mild profit taking at that historic milestone.Once again, “wolf” didn’t come. The crying baby lied again… Reply
Positioning Yourself in the Current Market Panic [view article]
What about sasol,a ctl company,should do well and has been outperforming USO.Coal is dirty,but tell that to a world on the edge of peak oil! ReplyCommodities, China Selloff Based On Need For Liquidity, Not Growth Concerns [view article]
I have taken a look at YTD Retail Sales and CPI.CPI is increasing at an annual rate of 4.8%.
In an credit crunch panicky environment
Inflation is still tying Mr. Bernanke’s hands.
Real Retail Sales is at .9% indicating a weak economy.
The weakness in the US will have repercussions in the
stronger overseas economies.
The US slowdown and the unwinding of the Yen carry trade will cause massive liquidations of assets, including commodities.
Reply
Positioning Yourself in the Current Market Panic [view article]
Dear Dr. Enzio- the article on "Kindleberger's anatomy of a crash" was very ominus and could have prevented a lot of anguish if followed to the tee - we should have listened more closely!!
Great info
Guyco Reply
Chinese Markets Beginning To Crack [view article]
FXI PGJ fall more than 6% , not Shanghai ndex ReplyChinese Markets Beginning To Crack [view article]
Ok, I've cooled down sufficiently to check my facts. A correction for my own "misinformation&q... is warranted here. So China is not the largest trade partner of the U.S. That's actually Canada, followed by Mexico. China comes next at third. However, the main point is still valid. Economic difficulties in China will not lead to sunny days in the U.S. Quite the opposite. Worrisome indeed, unless you've taken a short position, which is perhaps what the author of this article has done since he sounds so exuberant even in this down market. ReplyChinese Markets Beginning To Crack [view article]
Stay Cool Jim, Lei Yang and Jack. Olympic is just less than a year away. Let's be realistic. China needs US market and US needs China factory. ReplyChinese Markets Beginning To Crack [view article]
This article contained several erroneous information:1. Today the Chinese A share market closed at 4765.45, down 104.4 points (-2.14%). The Shanghai Composite Index has been up 2090 points (+77.4%) this year. There are 13 days in which the market was down more than 2.14% this year. A -2.14% action can hardly be a concern.
2. The H shares in Hong Kong was battered badly because foreign funds must sell their holdings to meet
their expected redemptions.
3. If one looks at the price of H shares, can some one explain what does the US subprime problems has to do with the performance of Guangshen Railway (GSH)? Does it mean when a US homeowner who is going to lose his home means his Chinese counterpart will no longer travel by train? - may be on his bicycle?
This article is a good example of some one who claims he knows much about Chinese stock market but in reality he does not...
Dr. Raymond Li, MBA, Pharm.D. Reply
Chinese Markets Beginning To Crack [view article]
What a surprisingly uninformed article! Some examples:"Plenty of big egos out here in Hong Kong strutting their stuff - and about to be deflated, thank God."
In an intricately linked global economy, it seems incredibly foolish for an investor on wall street to express glee at the financial mishap of the largest trade partner with the United States.
"[Chinese] banks are funding huge stock market speculation in China itself, so if the bubble bursts, so do China's banks."
And if China's banks burst, then so does the U.S. economy. In the event that, due to some crisis, the Chinese banks stop buying U.S. treasuries, the interest rates on this country will go through the roof. The liquidity dry spell we're seeing now will seem like the last great flood of the yangtze river by comparison. Economic growth will slow to a crawl, if not move into major recession territory, caused by the lack of investment by domestic firms.
be wary of what you wish for... Reply
Chinese Markets Beginning To Crack [view article]
What day is 'today'? I'm not seeing this '6%' drop. ReplyChinese Markets Beginning To Crack [view article]
What a misleading article this is! "it plunged about 6% today alone!", sounded like it has been cracking all along. The truth of the matter is, Shanghai Index has gone up for 9 consecutive sessions for over 20% before today's drop. And, you know what's the reason for the drop - the US led world market meltdown! So, as soon the world market stablize, or even without it, the Chinese market will resume upward trend. In my view, RMB has 30% appreciation possibility in the next 5 years, that alone will facilitate a 500% growth of Chinese stock market up to 25,000.Stop crying "walf is coming". It never came, and never will! Reply