Poohbear

Hedge Fund Manager's Notebook: Time to Buy Chinese Stocks, & Lehman's True Value

3) 500 million Chinese going back to work today could trigger a rally in the Chinese market.

I don't see the relationship between Chinese people going to work and its stock market performance. Especially considering John mistakenly assume Chinese people are on holidays during Olympics. This is not true, they still need going to work during the last three weeks!

Shanghai's Own Stock Market Rules

JudeJin
You have much thorough understanding about Chinese stock market than Mr. Roxburgh has.
In my opinion the biggest risk factor of Chinese economy is the very overvalued housing market. It could have effect on both domestic and global economy, for example, it could cause a serious bear market for commodities.

Shanghai's Own Stock Market Rules

Many westerners have too shallow understanding of China. The believers of “Shanghai is not China” obviously still live in 100 years ago when Shanghai was an international colony. How can Shanghai Stock Exchange "set its own rule" when majority of both listed companies and buying powers are from other parts of China outside of Shanghai?