PowerShares Gldn Dragon Halter USX China (PGJ)
-
Quote & Analysis
-
Forum
Loading...
Symbols:
PGJ Forum Topics
- All Comments on PGJ
- General Discussion on PGJ
- How the US Slowdown Is Slowing Down China [view article]
- The Great Firewall of China Faces Challenge During Olympics [view article]
- China: A Run on the Bank of East Asia [view article]
- Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
- New Rules for Chinese Stock Market Investors [view article]
- The Inevitable Collapse of China's Banks [view article]
- Can Europe Handle a Sustained Trade Deficit With China? [view article]
- China Still Vulnerable to Slowdown, Despite Domestic Market 'Buffer' [view article]
- China: Holiday Thoughts on Misunderstanding Data [view article]
- No Bailouts, Even if Congress Approves Them [view article]
- China’s Foreign Investment Stats Are Not What They Seem [view article]
- Emerging Markets Ready to Re-emerge - Barron's [view article]
loading ...Recent PGJ Articles
- China: Expectations for Fiscal Expansion a Little Hasty
- How the US Slowdown Is Slowing Down China
- Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit
- China Still Vulnerable to Slowdown, Despite Domestic Market 'Buffer'
- Can Europe Handle a Sustained Trade Deficit With China?
- Chinese Trade Rising, Surprisingly
- No Bailouts, Even if Congress Approves Them
- China: Holiday Thoughts on Misunderstanding Data
- New Rules for Chinese Stock Market Investors
- Emerging Markets Ready to Re-emerge - Barron's
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
China: Holiday Thoughts on Misunderstanding Data [view article]
Outstanding, informative, and accurate article. Data, correct or otherwise, can always be interpreted and defined from various angles and positions. What matters most are the percieved realities, as these are what affects market vectors, regardless. Only with hindsight are we able to fully appreciate and reveal accurately data causality. However, what affects tomorrow are the movements now defined by perception, which do not have the luxury of such analysis. ReplyChina: Holiday Thoughts on Misunderstanding Data [view article]
The source of the angry ultranationalist youth is actually a reflection of the pain, suffering and discontent felt by the Chinese people towards the CCP. The CCP over the past 59 years has tried to deflect this agression against the establishment and reflect it towards foreign nations/people. This is of course a very common aspect of 'pseudo communism'. I say pseudo because I don't believe there are any modern day versions of 'native american type' communism and village community dynamics alive today. Communism source should be based on Love for all, fairness for all, support for all and justice for all. Not control of the weak/poor by the establishment..This agression has been deflected away from the establishment by erasing the line between the CCP and the Chinese culture. A lot of the Chinese believe that they are betraying their culture in speaking out against the CCP because in effect they have been taught that they are shunning their culture and inate origin. This is a very effective strategy because of the cultural feature of group psychology the Chinese have so deep inside their being. The Chinese see the red flag and believe it is the connecting symbol of their Culture. The CCP is synominous with this red flag. If you say anything against the red flag/CCP you say something against the Chinese Culture.
Anyone that knows the history of how the CCP got its deep influence in the mainland chinese thinking process understands the deliberate and well thought out strategies and actions that induced the line being erased between the CCP and the Chinese Culture.
The problem is the foreign governments/media don't understand this and flame the hatred by making comments on the Chinese people as a whole rather than the policies of the CCP. This even had an effect this summer during the protests of angering the oversees Chinese. The mis-communicated views punctured a very painful aspect in a lot of Chinese people and as result the outpouring of nationalism was very easy for the CCP to orchestrate. Of course most of the ultranationalist youth in the Olympic stadiums watching the olympics were hand picked by the CCP anyway. Also all the demonstrations were organised centrally by the CCP through the oversees networks.
I think Micheal the people you come in contact with are a 'special calibre' Free-thinking people who have decided they wish to accumulate knowledge. It is only natural that you attract people of this calibre because of your path in life. The earthquake in Sichuan/ Dairy Scandal/Olympic Games have certainly had a very strong effect on how the Chinese see the CCP, themselves and foreign nations/people. And things are heading in the right direction, but we have a very long way to go. And my fear is that we will never get there because of politics.
Reply
China: Holiday Thoughts on Misunderstanding Data [view article]
Thanks for the personal perspective. Having spent most of my formative years in various other countries, I often found that we Americans think of foreigners in strict terms.. What I like to call the 'Freedom Fries' mentality. Interesting to hear that students in China have opinions outside the national portrayal... very much as students everywhere seem to. Hope springs eternal... jegan ReplyChina’s Foreign Investment Stats Are Not What They Seem [view article]
as to round tripping, but is it not HK a part of China? ReplyEmerging Markets Ready to Re-emerge - Barron's [view article]
The loan-to-deposit ratio in Hong Kong (ETF: EWH) is 57.4%, in China (ETFs: FXI, PGJ) p 65%; Indonesia 72% (IF); the Philippines 73%; Malaysia 74% (EWM), and Taiwan 78% (EWT). The loan-to-deposit ratios in India (INP), Korea (EWY) and Thailand (THD) all exceed 100%.If I am correct, doesn't the higher ratio mean the banks rely on borrowed money? If this is the case, aren't these historically high? or at least high enough to be worried with all the credit crisis going around?
Thanks Reply
Emerging Markets Ready to Re-emerge - Barron's [view article]
Emerging market moves typically last for years, not months. ReplyNew Rules for Chinese Stock Market Investors [view article]
Short selling and margin trading will certainly increase volatility. Volatility is good for trading as long as it is predictable. VIX is a good measure of volatility and its peaks often coincide with market bottoms in the US. Other indictors China needs to introduce for good trading are: new/full moon, Superbowl Indicator, January Indicator, FonzieJumpsTheShark Indicator and MPettisUSVisit Indicator. ReplyNew Rules for Chinese Stock Market Investors [view article]
Does anyone have a prediction on FXI in 6 months?I am thinking $20? or will it take a little longer? Reply
Emerging Markets Ready to Re-emerge - Barron's [view article]
my best strategy over the past few months.... do exactly the opposite of what Barrons said. Gonna stock up on more EEV based on this latest Barron 'insight'Reply
New Rules for Chinese Stock Market Investors [view article]
I think this was simply a not-too-subtle attempt by Francorp to plug his company. ReplyNew Rules for Chinese Stock Market Investors [view article]
Err.. You can borrow my copy of "The World is Flat"... Boring, repetative and a rehash of concepts that have been talked to death over the last few years. If you removed all the anecdotes, waffling and fluff, it would have made an acceptable article here on SeekingAlpha .. jegan ReplyEmerging Markets Ready to Re-emerge - Barron's [view article]
- The full Barrons Article (Free Access)online.barrons.com/art...?
-Washington Post on emerging markets: Sept 13
www.washingtonpost.com...
-Marc Faber on emerging markets Sept 26
www.bloomberg.com/avp/...
-EMM Chart 5 year
tinyurl.com/4h58qd Reply
Emerging Markets Ready to Re-emerge - Barron's [view article]
Contrary to popular wisdom as exemplified above, not all emerging economies live or die on exports. One may quibble how "emerging" China's economy is, but exports are a minor (albeit significant) element of it's growth. In fact, "...even if the contribution from net exports fell to zero, China's GDP growth would still be close to 9% thanks to strong domestic demand." (Economist, Jan 2008). ReplyEmerging Markets Ready to Re-emerge - Barron's [view article]
Pedestrians who get hit by cars also bounce. Replyire
Emerging Markets Ready to Re-emerge - Barron's [view article]
El-Erian may be right but I think too early to recommend buying into the emerging market. It's like catching a falling knife with bear rally along the way. Better wait for bottoming out process or confirmed breath-thru from bottom than to get in early. Reply