CHINA Stock Market Analysis

[millionaire394]

大妈真惨......

 

[Spirax]

No worry, monkey yr good for China, now all shorting first

 

[tanjiakpeng]

yyhwin wrote:
http://www.channelnewsasia.com/mobil...e/2402372.html

For those who worries about China, here comes the good news.

from the other thread from yyhwin

ban to continue..which still means bad news that it will continue going south. otherwise they would have lifted the ban if they think that things are turning for the better

 

[lalalalalala]

from the other thread from yyhwin

ban to continue..which still means bad news that it will continue going south. otherwise they would have lifted the ban if they think that things are turning for the better

Why the article taken down?

Sent from OnePlus A0001 using GAGT

 

[zuoom]

Down down, dive dive.

 

[tanjiakpeng]

Why the article taken down?

Sent from OnePlus A0001 using GAGT

maybe some reporter havent got confirmation then report lol cos even bloomberg havent even confirm

 

[tanjiakpeng]

my feeling is PBoC will only intervene on Monday - and that is when they start to burn their currency reserves again and also buy corporate stocks massively to prop up the indexes

tmr will be a day of mass selling where investors will not want to hold the weekend risk

from past experience during a dive like this (aug - 2015), after PBoC intervenes, the H-share and A-share market recovers very quickly

if there is anyone looking for a quick buck and with balls...that's one of the routes you can go

 

[Weaboo]

aunties playing stock market is very common? sinkieland i got overhear some auntie talk about reits & CDL i chua tio knn

 

[Maeda_Toshiie]

http://www.bloomberg.com/news/artic...stock-circuit-breaker-rule-csrc-says-on-weibo

OUCH!!!!

 

[tanjiakpeng]

http://www.bloomberg.com/news/artic...stock-circuit-breaker-rule-csrc-says-on-weibo

OUCH!!!!

song song looks like my predictions are gona materialize

 

[newjersey]

my thoughts on the recent china correction.


1.1. have you heard about the ghost cities in china?

1.2. have you come across news of the manufacturing industries who are sponsored SOEs producing at a mega loss, because it needs to retain employment of its labour?


all these are real & it comes bundled with another fact.


2.1. the ghost cities in china aren't purchased with heavy mortgages.

2.2. there isn't much / significant foreign direct investment in china.

2.3. for whatever wildly-welcomed international brand, there's almost a domestic equivalent in china, as they probably don't want to lose their huge domestic market share to a foreign company, which makes alot of sense in their perspective.


There are 2 movements going on in China right now.

3.1. The export-centric economy is going through a transition, thus, the current deep correction.

3.2. There is a strong undercurrent of a domestic consumption economy, as evident in their online food delivery system, online cab services, etc.

This is the future of China, where over time, as they continue to develop, they are going to experienced higher buying power as their workforce get better educated over time, transforming it into the world's largest middle class that we have never witness before.

BUT what do I think is the problem, from this current Jan 2016 market correction?

The problem is a US problem.

The economic data coming out from U.S. does not support a higher dollar, but look at where it has brought us?

If anything, China's not the problem that we should worry about.

The worrying sentiment is if FED will go ahead of their interest rate hikes, despite a poor quality economic climate in their economy.


ok, come on, folks.

let's discuss.

 

[newjersey]

ok, what do u guys think of JD.com?

Temasek pared on BABA & added positions on JD