Lei Yang

China's Latest Financial Coup: Buy 'H' Shares

Among those playing the Shanghai market, who does not have 100k nowadays?

:)

Chinese Markets Beginning To Crack

What day is 'today'? I'm not seeing this '6%' drop.

Trying (and Failing) To Profit Off of the Chinese Market Decline

Haha, at least, it's bit funny.

The Bubble Theorists Have Shanghai Wrong

I don't know if it's a bubble or not. This is a great piece.

Why Xinhua Finance Media is Still a Buy

A private company calling itself Xinhua? If you know China, that's enough to make you suspisious.

Comparing China To The Dot-Com Bubble - Why I'm Short BIDU

BIDU and CTRP are not even listed at SSE. So what are you really talking about? The Shanghai market or the Chinese economy?

Is China Headed for a 1929-Style Market Crash?

A run on the banks? A 1929 crash? Don't tell me you are graduated from Wharton. Capitalism is doomed if it's the case.

Now, monday has come and passed in China. The market gapped down over 3% and recovered in no time and ended up for the day. Now what?

I've been so bothered by the fact that so many people are so fixated at the last year's 150% raise of Chinese stock market. Yet, nobody bothered to expand their view, just a bit, just a year or two, further back and see how the Chinese market was doing then. Can you believe that while the country's GDP has been growing around 10% every year, the Chinese stock market went into a multi-year bear whose lowest point was barely 1000 points in 2005? Many company's PE was in low teens! A PE of 10 in a country where the GDP growth has constantly been over 8% for decades! The market doubled from there? So what! Pensioners have been pouring in to the market? Do you even know the Chinese market? From its inception, the majority individual investors have been pensioners and retirees. My mother-in-law has as a matter of fact been in the market for far longer than I have. She actually experienced first hand the horrific bull/bear ride not that long ago.


It bothers me even more to see so many so called "experts/specialist/an... can put on a straight face and put out this kind of "research" without even the slightest effort to try to understand what they are supposed to be "researching" on. Being a Chinese, I have sympathies on those foreigners who have no idea on the country and have to rely on these "experts" for their investments.

Chindia ETF Exposes Investors to 40% of World Population

Where are the "Articles in China suggesting a full float of the yuan is a week away or soon"?

Riddle: What Currency Is Warren Buffett Buying?

But how would he actually buy the currency? RMB's not free trading and I highly doubt WB will do anything illegal. Only thing I can think of is QFII but I have never heard any extraordenary allowences from the Chinese government.

China Market Syndrome: Just Deja Vu All Over Again

Oh my god!

This guy must be a victim of Boxers or something.

China's Stock Mania: The End is Near

How near is 'near'?

China to Hollywood's Boycott Threat: Ha!

Wow!

This is probably the best piece I have seen so far on this site. "Working from inside" is such a great, great advice. Waving a big stick in front of the dragon has never been a good idea, not just for Hollywood. Any outsider who wants to change the country really needs to project themselves as part of the nation, not a representative of foreign interestes. Hollywood complains hardly register any sympathy from not only Chinese government but also general public largely due to their arrogant attitude and ever-threatenning language. It has been and will remain only a pesky annoyance for the Chinese governement if Hollywood does not change its approache. Keep staying high and aloft, the day when piracy is no longer an issue will be the day Hollywood finds another much tougher problem, bigger and grown-up local competitors.

Danone Gives Wahaha A Hard Trademark Lesson

A couple of hard lessons to the Chinese business community and the country on the whole is probably a good medicine to take for the long term benefit. I think China needs to take the medicine sooner rather than later.

The Irrationally Exuberant Chinese Stock Market Bubble

Even behemothes like ICBC, BaoSteel, have profit growth in 30% - 40% last year. Compared to their PE, is the price really that exuberant? Granted the rate of growth probably can not be sustained for long time. But you will have to do much more than just calling it a duck to convice me it's time to duck.

The Irrationally Exuberant Chinese Stock Market Bubble

300,000, not 200,000.