Category Archives: Chinese Equities

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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Are you ready?


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

CHINA’S NEXT TIGHTENING MOVE

Posted on March 24, 2010 by Denis Ouellet

CEBM expects the PBoC to turn the screw some more in April with another boost in the required reserve ratio. Commodities investors should revisit the old saying: “sell in May and go away”. We expect RRR for large institutions to … Continue reading →

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Chinese Savers Switch To Equities

Posted on March 18, 2010 by Denis Ouellet

Investors opened the most accounts to trade Chinese stocks last week in three months as households shifted funds into equities to protect against faster inflation. Individual investors opened 352,203 accounts, data from the nation’s clearing house showed on Wednesday, the … Continue reading →

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CHINA: ARE THE BEARS OUT TO LUNCH?

Posted on March 12, 2010 by Denis Ouellet

There is a rising chorus of sceptics who argue that the recovery is hollow and that the miraculous growth rates China has achieved over the last 15 years will soon be over. At its most basic level, the bear argument … Continue reading →

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Posted in CURRENCIES, China Inflation/Deflation, China economy, Chinese Equities, ECONOMY, EQUITIES, INFLATION/DEFLATION, INTEREST RATES, Tony Boeckh | Leave a comment

CHINESE EQUITIES: WHEN TO RE-ENTER?

Posted on February 11, 2010 by Denis Ouellet

Scotia Capital’s Na Liu: As our call for a severe pullback in January and February has largely played out, many clients have asked our opinion about the timing of “buying the dip,” or in our words, when we will become … Continue reading →

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CORPORATE MARGIN SQUEEZE IN CHINA

Posted on February 11, 2010 by Denis Ouellet

If you want to worry about inflation in China, we suggest worrying about the rising price of industrial inputs and the impact on earnings growth at manufacturing firms in 2H10. The purchasing price index (PPI) for raw materials and energy … Continue reading →

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China Curbs Companies’ Capital Raising

Posted on February 4, 2010 by Denis Ouellet

Does this make you want to increase your investments in China? Big Brother is living and well. Chinese regulators have imposed a partial ban on listed companies raising capital from equity markets to repay bank loans or replenish working capital, … Continue reading →

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