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  • China: Inflation or Stagnation?
    confusing
    Jun 27 02:55 am |Rating: 0 0 |Link to Comment |View article
  • Trade and Environment Likely to Top US-China Strategic Economic Dialogue
    Not sure about Taiwan, if you keep watching their political farce/show via TVBS...

    Not sure about pure Hong Kong Plays, since the direct flight would bypass the place.

    Not sure if there is a tipping point for China's domestic demand after the earth quake, but sure that China is still on the up trend mode
    Jun 18 04:30 am |Rating: 0 0 |Link to Comment |View article
  • In China Administrative Measures Trump Market Measures, For Now
    Governor Zhou is so lack of creativity, other than raise BRR each month.
    China, like Canada, has the housing bubble burst ahead and that is why they dare not hike the rate, or their banking system wold suffer.

    Catch 22 by following a catch-22 empire.

    Learn ECB or Bank of Australia, at least they don't have conflict goals, and read Fischer Black's Legacy on CAPM, short SNP.
    Jun 08 14:23 pm |Rating: 0 0 |Link to Comment |View article
  • Bullish on China After My Recent Visit
    pollution?
    Jun 05 12:57 pm |Rating: 0 0 |Link to Comment |View article
  • Chinese Lessons
    True, how about the Fed then, by cutting rate to give a lift to the inflation, world wide?
    Jun 04 10:58 am |Rating: 0 0 |Link to Comment |View article
  • China's CSRC Pressures Funds to Stop Selling
    Leave China equity market or CAF for a while, we are going to see some hard landing after the shock, that is inflation is going to be hyped.
    Jun 01 22:19 pm |Rating: 0 0 |Link to Comment |View article
  • China's Inflation Not Peaking Yet
    After all, the earth quake would trigger deomstic demand in the end.
    It is a lot of fun to treat finance as a life long sub-carrer, but never take it too seriously for a job, or a 'noise trader." Contary to "cheaper, quicker and better" often you have to wait longer, for any value play even it is more expensive to reap better gain.

    Recession plus inflation would hit US as it was to Janpan for a very long time in order. Does US have 15 years patience? While there will be sometime, somehow a turning point for China to start off her own deomestic demand, forget India.
    May 31 11:50 am |Rating: 0 0 |Link to Comment |View article
  • China's Inflation Not Peaking Yet
    The Earth Quake would cut off 6% of pork supply that usually produced in the region. Infaltion will go on no doubt.

    Funny enough, China's CPI would is more creditble than that of US.
    Wait till Shanghai index falls below 2600.
    May 31 11:47 am |Rating: 0 0 |Link to Comment |View article
  • China Outlook: Policy Adjustment Risks May Be Growing
    Da Fei serves as sort of function of Futures in China to keep the market from overheating after 50% hair cut.

    Naturally earning for 1st Quarter was not good given the traditional Spring Festival slowdown plus the snow storm.

    Earning for SNP and PTR went badly due to government control of the gas price. LFC gets trapped in its stock market.

    The situation will get better as the second quarter gets better in growth, and government starts to make up by billions of yuan to SNP and PTR for compensations.

    Local people talk about the next level of 4000 to 4500, while the fund managers are very busy to bring the market ups and down to pick up those chips they sold weeks ago to damage the market in exchange of policies on control of Da Fei and Xiao Fei, and stamp tax.
    Apr 29 12:07 pm |Rating: 0 0 |Link to Comment |View article
  • China’s GDP Accelerates at Fastest Pace in 13 Years
    China did not have any new rate hike, which is not a fair thing to do to the people who is under the water of CPI 8.3%.

    Interestingly the immediate reaction of the data to Shanghai index was a negative one last night.
    Apr 16 19:39 pm |Rating: 0 0 |Link to Comment |View article
  • Waiting for the Great Wall of Chinese Liquidity
    After the story of Balckstone and almost-become-a-story of BSC, China money is really scared, unlike the Middle East oil money and those-already-stuck-Eu... money, China fund managers do not want to jump in.
    Apr 09 03:25 am |Rating: 0 0 |Link to Comment |View article
  • China's Rising Inflation Will Spread to Goods and Services
    pork price is almost the same than in BC though, and they sell a laptop 1/3 priced higher than N.America too, but don't you worry, the Chinese do have savings, which the Americans do not.
    Apr 07 18:47 pm |Rating: 0 0 |Link to Comment |View article
  • China's Rising Inflation Will Spread to Goods and Services
    still the purchase power of Yuan is indeed high compared with any other major currencies, ask how much a Chinese in Shanghai will pay for a can of beer, purchased from the super market, than that of the Liquare Store in North American, then you would also conclude the true exchange rate, I tell you, it is one to for.
    Apr 07 18:44 pm |Rating: 0 0 |Link to Comment |View article
  • China: Save the Stock Market Investor!
    the core issues are:
    1. Will China earing grow under Yuan appreciation, rate hike and inflation (virus extended to rice price now.)
    2. Present PE is still high compared with that of H share
    3. How to deal with Xiao Fei and Da Fei, a good suggestion is to impose income gain tax on top of the huge gain by those interest groups and individuals.
    4. This whole short fall to me is a healthy correction.
    Apr 03 18:37 pm |Rating: 0 0 |Link to Comment |View article
  • Is China's Stock Market Nearing a Bottom?
    Please try to understand the Chinese term of "Xiao Fei" and "Da Fei" before you even trying to explain what is happening there.
    Apr 01 16:32 pm |Rating: 0 0 |Link to Comment |View article

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