iShares MSCI Hong Kong Index (EWH)

All Comments on EWH

  • commenter
    Sep 26 06:25 PM
    Changes In Global Equity Indices and P/E Ratios Since 2003 [view article]
    Hi, I am curious how the P/E of FXI was determined. It was 27.6 according to iShares.com as of 8-31-07. Thanks. Reply
  • commenter
    Sep 22 05:07 AM
    International ETFs: The Best and Worst Players This Month [view article]
    http//stockcrunch.org................ Reply
  • commenter
    Sep 19 08:44 PM
    The U.S. Rate Slash Shows Things Are Even Worse Than Assumed [view article]
    Thanks Enzio. I'm 99% cash right now. I waited out the last two market dips because I thought the correction had more to go. Then the Fed screwed me up, like many of us non-longs. I feel better after reading your article. It makes a lot of sense. Reply
  • commenter
    Sep 18 08:11 AM
    The U.S. Is In For Much Worse Times: Try Chindia Instead [view article]
    Yes, try Chindia if you are okay with uncertainty. Diversification is good, and telling people to focus the majority of their investments in Chindia is bad advice.

    India is at the brink of social instability, and China's hard-wing politics (i.e. Taiwan) threaten to put it in much disfavor with the rest of the world.

    Invading Taiwan (which we know they have on their minds) will most definitely throw the world markets into disarray, forcing Chinese embargoes on an international scale.

    Taiwan does not equal Iraq. Their will be grave global implications should China invade.

    This is not to say that I don't invest in China. There are a few stocks which I like, but only because they trade on US exchanges. Try pulling all your money out during a Chinese market crash, and just see if Beijing lets you do it.

    So the point I'm trying to make is:
    - Invest in Good Companies, no matter where they are
    - Diversify. Don't put all your eggs in Chindia
    - Invest in Chindia via secure, and stable exchanges based in the EU & US


    Even in bad economies there are strong stocks. Anyone who invested $10K in Wal-Mart in 1977 would be a 5 millionaire right about now. Over a span of 30 years, through all the ups and downs, recessions, depressions, bubbles, this great stock (if held onto) would be worth 5 million.

    Good stocks will always rise, no matter where they are in the world. So don't focus so much on the country, but rather the company.
    ----------------------...

    And one other side-point:

    "With the internet, these two governments are under enormous pressure to "deliver" - to create jobs and thus prosperity. If they don't, they will be toppled"

    Maybe in India this could occur, but let's be real, this would never happen in China. The government has too much control over the populace.

    Reply
  • commenter
    Sep 09 11:36 AM
    China Raises Its Reserve Requirements — So What? [view article]
    Dr. Enzio, do you have schizophrenia or what? Only two weeks ago you said China is going to "crack" seekingalpha.com/artic...,
    now you "remain" China bulls? If you do not have schizophrenia , you must be a comedian trying to entertain us.
    Reply
  • commenter
    Sep 06 10:55 PM
    The Long Case for Hong Kong [view article]
    However at the same time, the government is pressuring all but the biggest chinese companies to start listing on the Shanghai & Shenzen exchanges rather than overseas (and HK counts as overseas).

    I think you'll see this fact counter balance the fact that individual investors will be able to invest. Also, mind you investors have to be accredited... status that very few will be able to reach given the networth cutoff.
    Reply
  • Risk-Return Balance Across iShares ETFs [view article]
    I am obliged by this amount of work and surprised by its result.
    During my investigations within the total ETF's of Dutch AEX index the following could be ascertained :
    During eight years the annual and preselected stocks of that AEX delivered together a Bèta of 0,62 and an Alpha of >9%
    Reply
  • commenter
    Aug 31 09:22 AM
    Hong Kong and the Anatomy of a Parabolic Market Rise [view article]
    Have you compared EWH with EWD?


    finance.yahoo.com/char...;range=5y;compare=ewd;...
    Reply
  • commenter
    Aug 31 09:06 AM
    My Website
    China's Latest Financial Coup: Buy 'H' Shares [view article]
    donald, FXI is a good choice if you have no HK trading A/C.
    I've written an article in June comparing FXI, CAF and A50 tracker, though it's not updated but I think it is still a good reference.

    www.letsthinkchina.com...
    Reply
  • commenter
    Aug 30 08:10 PM
    Hong Kong and the Anatomy of a Parabolic Market Rise [view article]
    The difference between our Internet boom in 2001 and the one ongoing in China is that our economy was not expanding at 11.9%. That is why I do not expect to see the crash as most stock analysts do.

    With an economy expanding at the current rate of 11.9% in an emerging market, there will be many instances of market imbalances. The stock market will go up and down. However, if one goes in early and can stomach the ride, the results will be rewarding.

    All you have to do is to look at the stock market in Hong Kong between 1967-now, Japan in the 1980's, and Taiwan as well. All those stock market went up multiple times in a few years before adjustments. The key is to get in early. I have confidence that this Chinese market will top 10,000 before 2008 Olympics.
    Reply
  • commenter
    Aug 27 03:52 PM
    My Website
    The Long Case for Hong Kong [view article]
    Hi Spike,

    As a trading opportunity you may be correct; however FXI has seemed to benefit even more than EWH from the arbitrage. My comment was more of a long term play, but a week long trade. This is simply a pilot program at this point, when/if this goes into full effect you will have a much larger and sustainable inflow of funds over the long haul since this will be only the 2nd market main land Chinese will be able to invest in. So I think this will be a multi year situation.

    As individual investors we will never (rarely ever?) have information ahead of institutional money so I am trying to look for sustainable situations for longer term plays. Thanks.
    Reply
  • commenter
    Aug 24 04:01 PM
    China's Latest Financial Coup: Buy 'H' Shares [view article]
    Siwei, enjoy your comments. thx for H share discount spreadsheet. do you consider FXI as good proxy for US investor looking for H share investment? what are pluses/minuses of FXI vs. HSCEI? Reply
  • commenter
    Aug 24 03:38 PM
    The Long Case for Hong Kong [view article]
    OLD NEWS --- This was announced on CNBC Monday night as a news flash. Every investor with a brain of any kind looked to find an ETF that shadowed the HK Market. I bought the EWH that same night in the after hours market. Many others also did.

    To write about this deal NOW is to offer those of us that are selling out for a short term gain the opportunity of a life-time. Thanks for coming to the party so late.

    Spike
    Reply
  • commenter
    Aug 24 12:51 PM
    David Fry's Market Outlook for Thursday [view article]
    So, the gov't is in affect swapping billions in repo "loans" for the bank's mortgage securities, so they will NEVER be marked to market? If so, quite a bailout scam. Reply
  • commenter
    Aug 23 09:48 PM
    My Website
    China Bashing and Overheating Talk: Dangerous and Ignorant [view article]
    What you think about brazilian stock market? The economy is growing, inflation is low and the international reserves are very high. There are some very good companys there.

    Thanks

    Walter Mundell
    Reply