The bears den

[Newbyib]

Short YUMC.
Airlines and restaurants esp those with major operations in China will take direct hit

Short FXI or buy FXP?

 

[JustDoLor]

I mean to say market reaction in early stage lah... so far market indexes little or no effect (1 ~ 2% can’t exactly bother) ..... though I can observe China-related funds drop >4% within last 1 wk.... CQQQ down like 8~9% from its peak ..... my observation only.

I don’t know about SARS, but I heard it took market 3~4 mths to find the bottom.... maybe this time is shorter, we can’t even feel it?

Were you old enough to experience or remember what happened during the SARs period? So do not say it is early stages... When it comes to a health scare or lives, nothing is too early.

 

[weng0202]

Impact still not big enough so far, largely contained in China. Only China market will be impacted now until it starts to spread in other countries then we will see the stocks correcting.

 

[SBC]

Bad when Revhappy had started to buy.

 

[JustDoLor]

Ah... revhappy still got 75% bullet remaining...
(S/n. Actually my intention was to post to revhappy’s thread, but somehow mistakenly posted here

Bad when Revhappy had started to buy.

 

[greyice]

Short YUMC.
Airlines and restaurants esp those with major operations in China will take direct hit

Reit with exposure in CN or nearby will likely affected.

 

[NewInvestor]

Reit with exposure in CN or nearby will likely affected.

Yes, I think China related REITs and consumer/retail/travel businesses are in the first line to be sold. But there may also be a general sell off because people just "feel" that markets are too high already.

 

[weng0202]

Is the bear awoken? Time to start buying some on the way down. My gut feel is this is just a short term correction.

 

[NewInvestor]

Oh boy! Think of Buffett. Is he still sitting on US$128 Billion?

 

[Newbyib]

Short FXI or buy FXP?

FXP up 9.8%, FXI down 4.5%

 

[hwckhs]

Any guess on how much China market will drop on next Monday?

Not very familiar with the HK connect. Are Chinese investors able to trade H-shares this week? Does the HSI provide any clue?

 

[tideinvestor]

Any guess on how much China market will drop on next Monday?

Not very familiar with the HK connect. Are Chinese investors able to trade H-shares this week? Does the HSI provide any clue?

Estimating around 6-7% drop as per today. The trend is still bearish and there is more room for the market to trend down.

 

[d9_lives]

This thread is about what NOT to do in investing

 

[limster]

Ah... revhappy still got 75% bullet remaining...
(S/n. Actually my intention was to post to revhappy’s thread, but somehow mistakenly posted here

look at post #1. this is revhappy's thread.

 

[hwckhs]

Estimating around 6-7% drop as per today. The trend is still bearish and there is more room for the market to trend down.

The Chinese markets dropped 7-8% today. Your estimate is very close

 

[revhappy]

The Chinese markets dropped 7-8% today. Your estimate is very close

This is based on offshore Chinese markets. Chinese futures trade on many markets including HK, SG & US and these markets were open until yesterday. So it is easy to estimate how much China will fall upon open.

 

[weng0202]

China market GG, bring down all those stocks with earnings from China as well.

 

[tideinvestor]

This is based on offshore Chinese markets. Chinese futures trade on many markets including HK, SG & US and these markets were open until yesterday. So it is easy to estimate how much China will fall upon open.

All points on spot.

 

[SBC]

Most relevant thread for this week.

 

[roflolmao]

I'm going to go in

Buy no scared, scared no buy
Be greedy when others are fearful
Time in the market, beats timing the market
Dollar cost averaging
Fundamentals have not changed
Long term, Dow Jones and s&p always increase
Every second you are not in the market, you are losing via opportunity cost