Seeking Alpha

haiguike

haiguike
Send Message
View as an RSS Feed
View haiguike's Comments BY TICKER:
Latest  |  Highest rated
  • Russia-China Deal Rattling The Markets [View article]
    You can be willing to bet Mongolia will be choked off and not be included in any of these deals, similar to the USD400B Russia-China gas deal, if Mongolia does not remove U.S. marines as well. China is already building a high speed railway to Europe that will go through Kazakhstan. I do not believe Mongolia is included in the plan. That would be quite foolish of the Chinese government.
    Jun 15, 2014. 12:02 PM | 1 Like Like |Link to Comment
  • Russia-China Deal Rattling The Markets [View article]
    Just like how the GBP was still the #1 currency in the early 1900s, but it was clear it was only a matter of time until the U.S. surpassed.
    Jun 15, 2014. 11:59 AM | 1 Like Like |Link to Comment
  • China: More Than A Change In Economic Time - Go Long [View article]
    I have been saying for the entire past year what this author has stated on China. Chinese equities are looking pretty good, especially financials and consumer goods due to over-bearish news and misinterpretation of data on shadow banking and consumption in China.

    Xi seems to have done a great job so far. He could truly surpass Deng's legacy. China (Xi) is taking a staunch yet calculative approach towards the disputed territories that were robbed from China during the end of Qing Dynasty to WWII, although the west vehemently and hypocritically disapprove - no different than what happened with Tibet in 2008.
    Jun 15, 2014. 11:58 AM | 4 Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets? [View article]
    That's completely false. GB developed to its peak during Queen Elizabeth's reign. Japan, Korea, China, Singapore, and Taiwan all rose to greatness through dictatorship governments.

    It is you who needs the history lesson on top of the developmental economics lesson.
    Jun 14, 2014. 11:41 PM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets? [View article]
    "And I wouldn't call China a fount of innovation--and it will likely continue to be that way so long as there is no freedom of expression or real elections."

    --- This is one of the biggest myth in all of economics - That freedom of expression or "real" elections (A.K.A. democracy) is necessary for innovation and wealth. You have just lost all all credibility with your sensationalist comment.
    Jun 14, 2014. 11:37 PM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets? [View article]
    "And as for all of that saved money, it's worth remembering that China is still an export-driven economy."

    1) You're wrong on China being an export-driven economy. Most of China's growth comes from investment.

    2) China's exports are actually increasing. More than half of China's exports now go to developing nations and this trend will only continue. Russia, India, Indonesia, Myanmar, the entire continent of Africa, and South America are all huge growing importers of Chinese goods and services.

    3) Finally, China has just begun developing its capital markets such as VC/PE and publicly listed equities. Once the legitimate financial industry picks up in China, the growth will feed on itself. China will have no problems sustaining 6.0-7.5% annual growth for the remainder of this decade.
    Jun 14, 2014. 11:35 PM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets? [View article]
    Correct. Ben Gee writes a lot of rhetoric but there is actually a lot of wisdom in his words. Traditional demographic economists and "experts" have got it all wrong. Japan has a very low unemployment rate and is a highly developed country. An aging population is not that important. Japan can continue to decline and they will be just fine; they will only have to accept that China will be much bigger and more powerful than them. If Japan can accept that, their people will live very well compared to the rest of Asia.
    Jun 14, 2014. 11:28 PM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets? [View article]
    Yeah, China doesn't have the money - only 5 trillion in foreign reserves and 8 trillion in household savings.
    Jun 14, 2014. 11:26 PM | Likes Like |Link to Comment
  • A Strategy For Investing In China [View article]
    tmdoherty, your comment is a just bunch of fluff and sensationalism with no actual data to back your argument. The same argument that you are using was used for the U.S. in the early 1980s and 2009-2011. We will be glad to welcome you to the China equities bull side once our investors get 200%+ returns.
    Jun 14, 2014. 11:22 PM | 1 Like Like |Link to Comment
  • Elephant Vs. Dragon: The Political And Economic Prospects Of India And China [View article]
    "Chinese growth has been driven by US households, not by Chinese households."

    --- Therefore this statement above is not accurate.
    Jun 10, 2014. 10:21 PM | Likes Like |Link to Comment
  • Tiananmen 25 Years Later. I Was There. I Was Wrong [View article]
    Even in terms of purchasing power and cost of goods in real terms, the "lao bai xing" are doing better than they were 10 years ago. So yes, he will have to really further substantiate his viewpoint to make sense, but I do understand where he is going. He must be presenting his case based on the viewpoint of inequality.
    Jun 9, 2014. 02:37 PM | Likes Like |Link to Comment
  • Tiananmen 25 Years Later. I Was There. I Was Wrong [View article]
    Certainly, if you are looking at the real economy from the viewpoint of a "lao bai xing". However, your reasoning is not reasonable for appropriate fundamental analysis. From March 2008 to March 2009, the U.S. economy was at enormous negative real growth. Many others looked at from your viewpoint and missed out on the greatest investment opportunity of their lifetime.
    Jun 9, 2014. 02:33 PM | Likes Like |Link to Comment
  • Michael Pettis: Hard Commodity Prices Will Continue To Fall With Decade-Long Chinese Slowdown [View article]
    "He will do for India what Deng Xioa Ping had done for China."

    --- Again, you're too optimistic on India. Turning one province around is not the same as turning all of India around. He would have to consolidate power and even throw his opponents in jail. It is true that they have China on their side.
    Jun 9, 2014. 02:26 PM | Likes Like |Link to Comment
  • Michael Pettis: Hard Commodity Prices Will Continue To Fall With Decade-Long Chinese Slowdown [View article]
    You're too optimistic on India.
    Jun 9, 2014. 03:43 AM | Likes Like |Link to Comment
  • With Economic Pressures Mounting, Expect A Year Of Transition In China [View article]
    I think where Ben Gee is getting at is where consumption GDP becomes at least 50% of overall GDP. That certainly will not happen anytime soon when China still has so much more for growth in various other areas of investment growth such as financials.
    Jun 8, 2014. 10:30 PM | Likes Like |Link to Comment
COMMENTS STATS
937 Comments
968 Likes