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China Stocks Rally for Celebrate National Day
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Are we ready for S-Chip to soar :)
HUAT AH 8888
risktaker ( Date: 26-Sep-2009 08:57) Posted:
OMG just got back home ..... drink too much.
Prepare for Certain China Stock to SURGE.
Chinese Funds are going to pump S-CHIP. Especially those Link to stimulus.
HUAT AH 8888
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Yes, I am anticipating that, which I buy about Sgd. 20 over K for DWS China fund, through FSM and Dollardex.
freeme ( Date: 26-Sep-2009 18:52) Posted:
Ya i hope all S chip roar up next week. They have been in correction for sometime liao..
niuyear ( Date: 26-Sep-2009 18:48) Posted:
Their natoinal day falls on 1 oct. This conincides with mid-autumn festival which is also an important even for the Chinese and this time round , in older days, farmers celebrating the end of summer harvesting season.
If no rally then, go get dragon dance to chant ..hahaha! |
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I strongly feel so, and I absolutely agree with you!!!
freeme ( Date: 26-Sep-2009 18:52) Posted:
Ya i hope all S chip roar up next week. They have been in correction for sometime liao..
niuyear ( Date: 26-Sep-2009 18:48) Posted:
Their natoinal day falls on 1 oct. This conincides with mid-autumn festival which is also an important even for the Chinese and this time round , in older days, farmers celebrating the end of summer harvesting season.
If no rally then, go get dragon dance to chant ..hahaha! |
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To me, it is my opportunity to heavily overweight to China related and Asian regional funds. What I buy is not the last global fund cash flow tendency, but rather than towards immediate future potential corporation growth trend and subsequently global fund cash flow will automatically follow suit!!!
buylist ( Date: 28-Sep-2009 01:59) Posted:
At 2.1x PBV, Asia Does Not Look Attractive To Global Funds (Citigroup 25 Sep 09)
Global funds focus on relative valuations not growth; Developed markets win
Although Global/International equity funds took in US$4.3b of new money in
August, with the exception of Hong Kong, other Asian markets did not benefit
much. Rather, Global funds were net sellers in most Emerging Markets (EM)
worldwide and proceeds were invested in US, Canada and Japan equities.
Foreign funds were net sellers of China names for the first time in 14 months
Apart from Pacific funds, other foreign equity funds all turned net sellers in the
China market last month. Net net, foreign sell totaled US$2.3b in August as per
EPFR Global. This contrasts total purchases of US$10.7b between July 2008 and
July 2009. Foreign funds all held barbell positions and underweight China but
overweight HK in August, yet these two were the worst performing markets in Asia.
Asian equity funds still the laggard in terms of receipts of fresh money
inflows to all Asian dedicated equity funds resuming to a 7-week high of US$427m
this week, the amount was minimal compared to US$4.1b of inflows to
Global/International funds and GEM funds combined. Consensus cash levels at
Asian funds remain the smallest of all, only 1.9% vs. 2.6% on average for Global
and GEM funds. The direction of global money flows is getting more important to
Asian market movements in the near-term. — Despite — — |
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At 2.1x PBV, Asia Does Not Look Attractive To Global Funds (Citigroup 25 Sep 09)
Global funds focus on relative valuations not growth; Developed markets win
Although Global/International equity funds took in US$4.3b of new money in
August, with the exception of Hong Kong, other Asian markets did not benefit
much. Rather, Global funds were net sellers in most Emerging Markets (EM)
worldwide and proceeds were invested in US, Canada and Japan equities.
Foreign funds were net sellers of China names for the first time in 14 months
Apart from Pacific funds, other foreign equity funds all turned net sellers in the
China market last month. Net net, foreign sell totaled US$2.3b in August as per
EPFR Global. This contrasts total purchases of US$10.7b between July 2008 and
July 2009. Foreign funds all held barbell positions and underweight China but
overweight HK in August, yet these two were the worst performing markets in Asia.
Asian equity funds still the laggard in terms of receipts of fresh money
inflows to all Asian dedicated equity funds resuming to a 7-week high of US$427m
this week, the amount was minimal compared to US$4.1b of inflows to
Global/International funds and GEM funds combined. Consensus cash levels at
Asian funds remain the smallest of all, only 1.9% vs. 2.6% on average for Global
and GEM funds. The direction of global money flows is getting more important to
Asian market movements in the near-term.
— Despite
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Ya i hope all S chip roar up next week. They have been in correction for sometime liao..
niuyear ( Date: 26-Sep-2009 18:48) Posted:
Their natoinal day falls on 1 oct. This conincides with mid-autumn festival which is also an important even for the Chinese and this time round , in older days, farmers celebrating the end of summer harvesting season.
If no rally then, go get dragon dance to chant ..hahaha! |
|
Their natoinal day falls on 1 oct. This conincides with mid-autumn festival which is also an important even for the Chinese and this time round , in older days, farmers celebrating the end of summer harvesting season.
If no rally then, go get dragon dance to chant ..hahaha!
OMG just got back home ..... drink too much.
Prepare for Certain China Stock to SURGE.
Chinese Funds are going to pump S-CHIP. Especially those Link to stimulus.
HUAT AH 8888
