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H.W. » Comments » PGJ

  • China’s Foreign Investment Stats Are Not What They Seem [View article]
    as to round tripping, but is it not HK a part of China?
    Sep 29 09:28 am |Rating: 0 0 |Link to Comment
  • Chinese Bubble Bursts: Thanks for the Wild Ride [View article]
    yeah fx is right. where's the editor to see if such "article" should be included here? besides, even the word "Shanghai" was misspelled here?
    Jul 09 09:55 am |Rating: 0 0 |Link to Comment
  • What Are Some Investment Strategies for the US's Pending Stagflation? [View article]
    i like the way this is presented - short and direct!
    May 28 11:07 am |Rating: 0 0 |Link to Comment
  • HSBC: Chinese Markets Look Attractive Again [View article]
    Could anyone tell me what is the P/E ratio of the Chinese stocks in H shares, red-chips, and even A, B shares in Shanghai? Are they relatively low and attractive now?
    Feb 15 13:10 pm |Rating: 0 0 |Link to Comment
  • The Next Credit Crisis Will Originate in China [View article]
    May i ask how do we define credit crunch? What the US credit crunch is experiencing now is not only the subprime mortgage defaults which are measured by only about 1% of all mortages, but worse, the financial innovation, the financial engineering this has created by chopping and packaging into CDOs, SIVs, ABCPs, and maybe more others to be discovered in the months to go.
    Do you think China's "limited" potential "NPL"s or "public debts" were capable of expanding into financial innovations like what the US has created to form a crunch like the US financial did?
    Public debts are covered by China's vast reserves from surpluses, not to mention, with pegged collaterals. The net losses will be covered, provided that there are no ABCP's, SIV's or CDO's Chinese banks had ventured into, when the giant was still hibernating!
    Jan 04 15:07 pm |Rating: 0 0 |Link to Comment
  • The Next Credit Crisis Will Originate in China [View article]
    haha, i hope that this is not another kind of retaliation or negative propaganda?! or like after ADB or World Bank disclosed reports sometime in latter 2007 about China's 40% discounted "economic might" !!
    all these write-ups will be valued substantially given objective data from "unprejudiced and professional entities". we will be more than glad to scrutinize into all these potential NPLs and its insolvency ratio from "long time" loan releases....
    Jan 04 12:09 pm |Rating: 0 0 |Link to Comment
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