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  • Choosing A China Fund [View article]
    CORRECTION:
    The index for GXC is actually a private index, "S&P/Citigroup BMI China". The private index has the same exchange sources of shares as the "S&P/Citigroup BMI China ex A-B Shares" index, but does not have an identical constituent list.
    Feb 01 08:55 am |Rating: 0 0 |Link to Comment
  • “Chindia”: A Misleading Portfolio Concept  [View article]
    Semuren,

    You sound well informed and I appreciate your augmentation of this article.
    Jan 17 00:51 am |Rating: 0 0 |Link to Comment
  • “Chindia”: A Misleading Portfolio Concept  [View article]
    User 135944

    The phone data came from CIA Factbook. Your source may be more correct. I have no way to know which is a better number.

    The URL for the comparison is a good one. Thanks.
    Jan 05 15:59 pm |Rating: 0 0 |Link to Comment
  • “Chindia”: A Misleading Portfolio Concept  [View article]
    Bill Florida,

    You point is valid to an extent, but I don't entirely agree. Correlation is a measure of the past, while my argument is an argument about the future or what should be the future. Since I have taken the position that a false sense of sameness has driven the coinage of the term CHINDIA and the formation of Chindia funds, I would presume more correlation (past) that is warranted, and that the future will/should change as the differences are more clear to more investors.

    In any even the 1 yr correlation between FXI (China) and IIF (India) is 0.72 according to the SSGA Correlation Tracker (a price correlator, not a total return correlator), and the 6 month correlation is 0.83. Longer term correlations among those products are not available on that site due to the short life of FXI.

    I don't have the index data readily at hand, but the correlation is not so high that the countries could be considered as a unit.
    Jan 02 18:01 pm |Rating: 0 0 |Link to Comment
  • Is China Growing Old Before It Grows Rich?  [View article]
    Thanks, Rich.

    Your hyperlink did not come through. Note sure if a spam blocker killed it or if something else happend. Please try again. If that doesn't work, I would like to see the page you reference. Perhaps you would email me the link at Richard.Shaw@QVMgroup....
    Feb 06 13:45 pm |Rating: 0 0 |Link to Comment
  • Is China Growing Old Before It Grows Rich?  [View article]
    By coincidence, CNN today posted a video about the imbalance of males and females in China. They also reported the official government estimate of 30 million excess marriage age males by 2020.
    Jan 31 11:55 am |Rating: 0 0 |Link to Comment
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