Category Archives: Chinese Equities

CHINESE SHARES PREMIUM HAS DISAPPEARED

Posted on July 27, 2010 by Denis Ouellet

(…) Prices in Shanghai and Shenzhen have fallen by 22% and 15% respectively this year, making the mainland one of the world’s worst-performing markets. In Hong Kong prices of shares in the same companies have fallen far less. Outsiders appear … Continue reading →

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CHINA’S “RICH” GETTING RICHER AND YOUNGER

Posted on July 15, 2010 by Denis Ouellet

The wealthy are getting younger on the mainland, with an average age of 36, far below the average age of 48 in Hong Kong, according to a HSBC survey released on Tuesday. The survey, which covered major Asian countries and … Continue reading →

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Tony Boeckh: Still Positive on Risk Assets

Posted on June 30, 2010 by Denis Ouellet

Tony Boeckh: The recovery is intact, but will slow significantly and remain uneven, with risks to the downside. with so many G20 countries with unsustainable fiscal positions, the risk of contagion is high. this is an untested economic environment with … Continue reading →

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Posted in COMMODITIES, CURRENCIES, Chinese Equities, ECONOMY, EQUITIES, Emerging Markets, GOLD, INFLATION/DEFLATION, INTEREST RATES, INVESTING, Natural Gas, Oil, Tony Boeckh, US equities, bonds | Leave a comment

The China Bear Gets Worse

Posted on June 30, 2010 by Denis Ouellet

China’s Shanghai Composite made a new bear market low today after breaking significantly below levels that had been acting as support in recent weeks.  China has now been in a bear market for nearly a year already.  The index peaked … Continue reading →

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Asia Inflation Fears Point to Likely Rate Rises

Posted on May 4, 2010 by Denis Ouellet

The China Daily raised the flag on March 23 but inflation data keep getting worse. Asian central banks, still fearful of 1998, are very cautious not to choke the recovery but they are increasingly seen as being behind the curve. … Continue reading →

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China Real Estate Sales Plunge

Posted on May 3, 2010 by Denis Ouellet

First sign that the property market is cooling off following the numerous government measures implemented since January. Investors will likely extrapolate and fear a major slowdown in China’s economy. (…) property sales in major cities tumbled. Data from the China … Continue reading →

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Posted in ***CHINA WATCH, COMMODITIES, China economy, China housing, Chinese Equities, ECONOMY, EQUITIES | Leave a comment

Chinese Equities

Posted on April 28, 2010 by Denis Ouellet

FT’s Lex column takes a shot at the reasons behind Chinese equities behavior. Chinese people seem to have speculative blood and momentum is clearly a factor. Many Chinese use their spare time in trading rooms within bank branches to trade … Continue reading →

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China stocks may rally 25% on tightening end, Goldman says

Posted on April 24, 2010 by Denis Ouellet

China stocks may rally 25% on tightening end, Goldman says.

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China Breaks Uptrend and Below 50-DMA

Posted on April 19, 2010 by Denis Ouellet

With a decline of 4.79% overnight, China’s Shanghai Composite stock index had its worst day in over six months as government officials enacted measures meant to cool the country’s overheating economy.  Looking at a chart of the index, Monday’s decline … Continue reading →

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James Chanos Talking China Down

Posted on April 18, 2010 by Denis Ouellet

Mr. Chanos is talking his own short trade with Charlie Rose. Jim Rogers does not agree "His remarks show a lack of understanding about Dubai and of China. Dubai’s economy is built on real estate speculation, whereas China’s is not. … Continue reading →

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TONY BOECKH: STILL BULLISH

Posted on April 18, 2010 by Denis Ouellet

The liquidity environment continues to be positive for risk assets, market prices are likely to remain on an upward trend, mergers and acquisitions will increase and investment funds will continue to seek out good value. The reality is that investors … Continue reading →

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Posted in COMMODITIES, Chinese Equities, ECONOMY, EQUITIES, Emerging Markets, GOLD, INFLATION/DEFLATION, INTEREST RATES, INVESTING, Tony Boeckh, US equities, bonds | Leave a comment

CHINA IS NOT OVERHEATING, YET

Posted on April 6, 2010 by Denis Ouellet

At least not in the eyes of China’s National Bureau of Statistics. The NBS monitors several key economic indicators which help visualize and assess the state of the economy. The February 2010 chart is not flashing overheating. To the contrary, … Continue reading →

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Posted in ***CHINA WATCH, COMMODITIES, China LEI, China economy, Chinese Equities, ECONOMY, LEADING ECON. INDIC. | Leave a comment