Comments on: Access Chinese A-Shares Bubble From New York http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html Freshly squeezed market commentary & analysis Tue, 02 Dec 2008 01:46:39 +0000 http://wordpress.org/?v=2.0.2 by: China Stamp Tax Increase: End of Chinese Bubble http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-7459 Mon, 04 Jun 2007 04:42:26 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-7459 [...] I think it is fairly probable that this increase in transaction costs will greatly reduce the mania in the Chinese equities market. It may not cause a full blown crash - although the market is down overnight as I type and is at a five week low. If you want to play the Chinese market here’s how to play it from the US. [...] […] I think it is fairly probable that this increase in transaction costs will greatly reduce the mania in the Chinese equities market. It may not cause a full blown crash - although the market is down overnight as I type and is at a five week low. If you want to play the Chinese market here’s how to play it from the US. […]

]]> by: China’s Stock Market: A Long Term Perspective http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-7245 Wed, 30 May 2007 02:24:10 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-7245 [...] In case you missed it, here’s how you can play the Chinese market from the US. Another way to play a bursting in the Chinese stock market bubble is through the commodities sector: precious and non-precious metals, oil and gas, agriculture, etc. They will all go down in sympathy with the Chinese market - if and when it does crash. bubble, china, chinese stocks, chinese economy, shanghai, shanghai composite [...] […] In case you missed it, here’s how you can play the Chinese market from the US. Another way to play a bursting in the Chinese stock market bubble is through the commodities sector: precious and non-precious metals, oil and gas, agriculture, etc. They will all go down in sympathy with the Chinese market - if and when it does crash. bubble, china, chinese stocks, chinese economy, shanghai, shanghai composite […]

]]> by: Xinhua Financial Media (XFML) http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-7054 Fri, 25 May 2007 18:31:47 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-7054 [...] Xinhua is also an Chinese ADR which is the “it sector” dujour (click for a complete list of Chinese ADRs, ETFs, CEF, etc.). [...] […] Xinhua is also an Chinese ADR which is the “it sector” dujour (click for a complete list of Chinese ADRs, ETFs, CEF, etc.). […]

]]> by: Andrew http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6939 Tue, 22 May 2007 19:01:49 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6939 http://tinyurl.com/385den A chart of SLF which is an ETF of the ASX200 listed property funds, yield is still quite decent as well. http://tinyurl.com/385den

A chart of SLF which is an ETF of the ASX200 listed property funds, yield is still quite decent as well.

]]> by: Babak http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6905 Tue, 22 May 2007 01:58:16 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6905 crt, I removed the link and embedded the actual image you wanted. An interesting proposition re the idea that CAF's prem/disc is a sentiment gauge of sorts. I suppose there's merit to that. Andrew, is there a graph for an Aussie LPT index somewhere? I'm curious because many are saying the US REIT market rolled over, I disagree. I'm long Cdn REITs which are still doing well. And Japanese REITs have been the hotspot in that market. crt,
I removed the link and embedded the actual image you wanted. An interesting proposition re the idea that CAF’s prem/disc is a sentiment gauge of sorts. I suppose there’s merit to that.

Andrew,
is there a graph for an Aussie LPT index somewhere? I’m curious because many are saying the US REIT market rolled over, I disagree. I’m long Cdn REITs which are still doing well. And Japanese REITs have been the hotspot in that market.

]]> by: Andrew http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6872 Mon, 21 May 2007 08:52:28 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6872 REIT market in Australia is like everything else doing pretty well at the moment! REIT market in Australia is like everything else doing pretty well at the moment!

]]> by: Value Investing News http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6866 Mon, 21 May 2007 03:43:55 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6866 <strong>Festival of Stocks #37...</strong> Welcome to the May 21, 2007 edition of the Festival of Stocks. This 37th edition is being hosted at the Value Investing News Blog. The Value Investing Blog is a blog that covers developments at the Value Investing News community. Value Investing News... Festival of Stocks #37…

Welcome to the May 21, 2007 edition of the Festival of Stocks. This 37th edition is being hosted at the Value Investing News Blog. The Value Investing Blog is a blog that covers developments at the Value Investing News community.

Value Investing News…

]]> by: crt http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6845 Sun, 20 May 2007 20:17:37 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6845 ... To see the entire premium / discount history for CAF, use etfconnect.com <img src="http://www.etfconnect.com/charts/chartDisplay/DisplayChart.aspx?type=ETFCv2&id=168692&w=500px&h=200px&dtatyp=premdiscyear"> And now, a call for volunteers to compose a graph of the Shanghai index overlaid with the premium /discount history. :) … To see the entire premium / discount history for CAF, use etfconnect.com

And now, a call for volunteers to compose a graph of the Shanghai index overlaid with the premium /discount history. :)

]]> by: crt http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6844 Sun, 20 May 2007 20:13:37 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6844 The premium / discount of CAF can be - rougly - considered as a measure of what the non-chinese investing public thinks of the class-A-markets. In this context it could be a partial sentiment indicator complementing the movements of the indices. How useful this is - and how immediate the consequences are - is a question of firepower in the markets. I agree with the view that Shanghai and Shenzen are now a "casino operated by the communist party" (thanks to FT Alphaville) and it may not matter much, for a very long while still, what the foreigners - the more P/E sensitive folks - think about it. The premium / discount of CAF can be - rougly - considered as a measure of what the non-chinese investing public thinks of the class-A-markets. In this context it could be a partial sentiment indicator complementing the movements of the indices.

How useful this is - and how immediate the consequences are - is a question of firepower in the markets. I agree with the view that Shanghai and Shenzen are now a “casino operated by the communist party” (thanks to FT Alphaville) and it may not matter much, for a very long while still, what the foreigners - the more P/E sensitive folks - think about it.

]]> by: Babak http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6811 Sat, 19 May 2007 23:07:34 +0000 http://www.tradersnarrative.com/access-chinese-a-shares-bubble-from-new-york-955.html#comment-6811 Thanks Andrew. By the way, how is the REIT market down under? Thanks Andrew. By the way, how is the REIT market down under?

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