Shanghai Overview

rffrydr · Posted: Fri Jun 01, 2007 7:06 am Post subject: Shanghai Overview

Good summary of event up to now in Shanghai composite proposing that in the end we will become them--ASX has already gone.

http://financialsense.com/Market/dorsch/2007/0531.html

Interesting the effect of "measly" stamp tax before. That probably won't work this time as there is an air of revolution in this rally methinks.

Moral: what goes up doesn't have to come down.
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rffrydr · Posted: Thu Nov 18, 2010 12:02 am Post subject:

Up 33% for year and ended washout yesterday in one-day 4% splat. Never underestimate those numbers.
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Tue Nov 16, 2010 6:44 am Post subject:

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rffrydr · Posted: Mon Aug 02, 2010 1:51 pm Post subject:

iShrsAsiaExJpn (AAXJ) Number 1 seller-on-strength today. A lot of shorts into China ISM.
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rffrydr · Posted: Mon Aug 02, 2010 8:22 am Post subject:

It's gone:

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rffrydr · Posted: Mon Jul 26, 2010 4:03 pm Post subject:

A little more kick:

http://macro-man.blogspot.com/2010/07/if-you-cant-inside-trade-make-sure-you.html
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rffrydr · Posted: Tue Jul 20, 2010 8:56 am Post subject:

".....(M)apping the three-month rolling ratio of the MSCI-Barra total return index for the US against its Chinese counterpart in USD terms, ±1 standard deviation (σ) and the rolling three-month ratio of the two indices’ standard deviation of returns. A mean-reverting spread, one that would work for the short China/long US trade suggested by others, would have a flat trend in its mean and a generally stable ratio of variance. Here we see the exact opposite....."

http://www.minyanville.com/businessmarkets/articles/china-us-america-spread-chinese-equities/7/20/2010/id/29148
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rffrydr · Posted: Tue Mar 30, 2010 6:57 pm Post subject:

It's interesting that so many want to get short China now--after the giant crater the world's crawled out of. Aren't we fighting the last war? Yes liquidity rules....most of the time.

Phasing in now short selling and futures and index trading. We'll see how they do with it this try. The asian obsession with real estate (better not to look in the mirror) in interesting in that it rarely seems to draw out leverage. Asians seem to have a intuitive understanding of what it takes to be a long-term investor--what it does not take. --Or, maybe they just lack the "mechanism."
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rffrydr · Posted: Tue Aug 18, 2009 7:47 pm Post subject:

Actually hit it, up 90% before tanking 8/4. Embarassed

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rffrydr · Posted: Mon Aug 17, 2009 7:21 am Post subject:

Well spoke too soon: July peak represented 80% rally from winter lows. Definitely had the "condition-red" light on but was holding out for the 88% rally....such is the fate of even a perfect "system." Embarassed

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rffrydr · Posted: Fri Jul 31, 2009 4:31 pm Post subject:

Can't be start of bear market, shanghai fell 8.8%--"structured finance."

IPO's after two quarters of zero up to almost a quarter of boomtime volumes.
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rffrydr · Posted: Tue Feb 17, 2009 5:05 pm Post subject:

New security accounts opened in China rose 320,000 in January. This compares to 2.53 mln a year ago.
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rffrydr · Posted: Tue Jan 27, 2009 9:11 am Post subject:

CAF. Starting with that fat Dec dividend (for IRA accounts) this one has worked out swimmingly:

http://www.ft.com/cms/s/1/204bd1ee-ec53-11dd-a534-0000779fd2ac.html
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rffrydr · Posted: Mon Jul 21, 2008 10:43 pm Post subject:

Pensions "funds":

BEIJING -- China's national pension-fund organization is facing "serious challenges" in achieving an operating profit this year because of the decline in the value of its stock assets, said the fund's head, Dai Xianglong.
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rffrydr · Posted: Fri Jun 20, 2008 7:29 am Post subject:

The bounce off the march lows has been taken out while not only did the govt. not set up a stabilization fund, that old indicator of govt. intention, criminal prosecution, makes an appearence.

http://www.forbes.com/home/feeds/reuters/2008/06/19/2008-06-19T075121Z_01_SHA132294_RTRIDST_0_MARKETS-CHINA-STOCKS-CLOSE-UPDATE-1.html

Meanwhile here in the West, the China Story seems to continue unabated.
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HenryTo · Posted: Sun Jun 15, 2008 8:44 pm Post subject:

Shanghai down more than 50% from its peak:

http://www.bloomberg.com/apps/news?pid=20601087&sid=aQIVIXZPOQec&refer=home