BofA: Chinese credit crunch highly probable
Seeking Alpha - at Seeking Alpha - Fri Jan 09, 10:26AM CST
EWH: 20.78 (+0.19), XPP: 70.07 (-1.32), PEK: 45.39 (-0.44), CNXT: 30.59 (+0.49), KBA: 46.37 (-0.44), CHNA: 37.44 (unch), CHXF: 52.54 (-0.02), YINN: 36.43 (-0.98), CHIX: 15.75 (-0.10), MCHI: 50.85 (-0.47), YANG: 11.07 (+0.32), FXP: 41.56 (+0.74), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), FHK: 38.54 (unch), YAO: 27.97 (-0.35), YXI: 27.92 (+0.14), CN: 34.70 (-0.44), FCHI: 52.10 (-0.22), ASHR: 36.39 (-0.57), ASHS: 35.21 (-0.33), FXI: 41.90 (-0.38), GXC: 80.48 (-0.84)
China PPI slumps for 34th straight month
Seeking Alpha - at Seeking Alpha - Fri Jan 09, 1:41AM CST
EWH: 20.78 (+0.19), PEK: 45.39 (-0.44), CNXT: 30.59 (+0.49), KBA: 46.37 (-0.44), CQQQ: 34.78 (-0.81), YINN: 36.43 (-0.98), CHXF: 52.54 (-0.02), FXP: 41.56 (+0.74), EWHS: 26.79 (-0.25), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), YAO: 27.97 (-0.35), FCHI: 52.10 (-0.22), ASHR: 36.39 (-0.57), ASHS: 35.21 (-0.33), GXC: 80.48 (-0.84), FXI: 41.90 (-0.38), XPP: 70.07 (-1.32), KWEB: 33.29 (-0.81), TAO: 21.41 (-0.03), ECNS: 45.21 (-0.44), CHNA: 37.44 (unch), QQQC: 21.42 (-0.44), CHIX: 15.75 (-0.10), KFYP: 65.45 (unch), HAO: 26.12 (-0.52), MCHI: 50.85 (-0.47), CHIM: 15.73 (unch), YANG: 11.07 (+0.32), CHIQ: 12.67 (-0.09), CHIE: 13.50 (-0.21), FHK: 38.54 (unch), YXI: 27.92 (+0.14), CHII: 13.92 (-0.30), CN: 34.70 (-0.44)
4 Hot China Stocks: Are 'Offshore' Names On The Mend?
at Investor's Business Daily - Thu Jan 08, 5:41PM CST
The sell-off dominated stock market news early this week. Yet China stocks -- on the New York Stock Exchange, at least -- posted big gains. Cheetah Mobile (CMCM) rose 10% Monday and 6% Wednesday in the U.S. stock market . Aluminum Corporation of...
CHU: 14.31 (-0.16), VIPS: 21.70 (-0.98), PEK: 45.39 (-0.44), CMCM: 17.75 (-1.46), ZNH: 26.18 (-0.53), BITA: 74.04 (-15.07), QIHU: 56.85 (-0.94), BIDU: 220.89 (-6.01), ACH: 12.57 (-0.30), SNP: 79.53 (-0.49), CHL: 61.04 (+0.09), EHIC: 10.18 (-0.06), CTRP: 46.31 (-0.50), BABA: 101.62 (-1.40), FXI: 41.90 (-0.38)
Alarm bells ring on China A-shares
Seeking Alpha - at Seeking Alpha - Thu Jan 08, 10:42AM CST
XPP: 70.07 (-1.32), PEK: 45.39 (-0.44), CNXT: 30.59 (+0.49), KBA: 46.37 (-0.44), CHNA: 37.44 (unch), CHXF: 52.54 (-0.02), YINN: 36.43 (-0.98), CHIX: 15.75 (-0.10), MCHI: 50.85 (-0.47), YANG: 11.07 (+0.32), FXP: 41.56 (+0.74), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), YAO: 27.97 (-0.35), YXI: 27.92 (+0.14), CN: 34.70 (-0.44), ASHR: 36.39 (-0.57), ASHS: 35.21 (-0.33), FXI: 41.90 (-0.38), GXC: 80.48 (-0.84)
China's Rumored $1.1 Trillion Stimulus... Seriously?
China Stock Research - Seeking Alpha - Thu Jan 08, 5:18AM CST
Recent rumors that China would undertake a 1.1 trillion USD infrastructure spending program seem to signal not only a policy reversal but also hint to policymakers' concern about the economy. In early 2014, both President Xi and Premier Li signaled...
XPP: 70.07 (-1.32), YANG: 11.07 (+0.32), FXP: 41.56 (+0.74), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), CHXF: 52.54 (-0.02), YAO: 27.97 (-0.35), YINN: 36.43 (-0.98), YXI: 27.92 (+0.14), CN: 34.70 (-0.44), MCHI: 50.85 (-0.47), GXC: 80.48 (-0.84), FXI: 41.90 (-0.38)
Most Countries Still Oversold
Bespoke Investment Group - Seeking Alpha - Wed Jan 07, 4:32PM CST
The action in global stocks over the last few days has left 25 of the 30 largest country ETFs in oversold territory. Below is our trading range screen highlighting the trend. For each ETF in the screen below, the black vertical "N" line...
EWI: 12.87 (+0.01), EWH: 20.78 (+0.19), EWG: 26.91 (+0.16), EZA: 64.75 (-0.74), EWD: 30.63 (-0.10), EWC: 27.20 (-0.44), THD: 77.66 (-0.88), EWQ: 23.99 (+0.14), EWP: 32.26 (-0.07), EWN: 23.20 (+0.15), EWM: 12.93 (-0.05), EPHE: 38.76 (-0.18), EWL: 31.50 (-0.09), EWJ: 11.09 (-0.04), VNM: 18.85 (-0.14), IDX: 23.65 (-0.13), SPY: 202.65 (-1.60), EWA: 22.24 (-0.26), PIN: 21.61 (+0.08), GXG: 11.97 (-0.14), ECH: 38.81 (-0.03), FXI: 41.90 (-0.38), TUR: 57.03 (+0.27), EWW: 58.36 (-0.85), EWY: 56.09 (+0.01), EWS: 12.71 (-0.08), EWT: 14.73 (-0.12), EWU: 17.52 (-0.07), RSX: 14.77 (-0.44), EWZ: 35.32 (-0.85)
Over The Long-Term You Cannot Bet Against China Because The Chinese Are Too Smart
Paulo Santos - at Seeking Alpha - Wed Jan 07, 11:16AM CST
PEK: 45.39 (-0.44), ASHR: 36.39 (-0.57), FXI: 41.90 (-0.38)
China Will Learn To Sink Or Swim Without Govt. Stimulus This Year
MetalMiner - Seeking Alpha - Wed Jan 07, 4:18AM CST
By Stuart Burns It almost seems counter-intuitive, but when poor growth results come out of China there can often be a mini rally in prices as investors bet poor growth will necessarily mean more stimulus by Beijing. As a recent article in the...
XPP: 70.07 (-1.32), YANG: 11.07 (+0.32), FXP: 41.56 (+0.74), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), CHXF: 52.54 (-0.02), YAO: 27.97 (-0.35), YINN: 36.43 (-0.98), YXI: 27.92 (+0.14), CN: 34.70 (-0.44), MCHI: 50.85 (-0.47), GXC: 80.48 (-0.84), FXI: 41.90 (-0.38)
After Yesterday's Decline of 1.23%, iShares FTSE Offers Investors Better Value
Comtex SmarTrend(R) - Tue Jan 06, 3:56PM CST
iShares FTSE (NYSE:FXI) traded in a range yesterday that spanned from a low of $40.82 to a high of $41.61. Yesterday, the shares fell 1.2%, which took the trading range below the 3-day low of $41.42 on volume of 22.9 million shares. Often times after large one-day declines, short-term traders may play for some degree of mean reversion.
FXI: 41.90 (-0.38)
Look for Shares of iShares FTSE to Potentially Rebound after Yesterday's 1.23% Sell Off
Comtex SmarTrend(R) - Tue Jan 06, 3:56PM CST
iShares FTSE (NYSE:FXI) traded in a range yesterday that spanned from a low of $40.82 to a high of $41.61. Yesterday, the shares fell 1.2%, which took the trading range below the 3-day low of $41.42 on volume of 22.9 million shares. Often times after large one-day declines, short-term traders may play for some degree of mean reversion.
FXI: 41.90 (-0.38)
China's Equity Rally Looks Unsustainable
Economics Fanatic - at Seeking Alpha - Tue Jan 06, 3:31PM CST
BIDU: 220.89 (-6.01), GXC: 80.48 (-0.84), FXI: 41.90 (-0.38), BABA: 101.62 (-1.40)
Tales Of Globalization: Russia And China
The Angry Bear - Seeking Alpha - Tue Jan 06, 11:16AM CST
By Joseph Joyce The end of 2014 marked the 23rd anniversary of the dissolution of the Soviet Union and the establishment of the Russian Federation. Like Chinese leaders in the previous decade, Russian policymakers faced the challenge of integrating...
XPP: 70.07 (-1.32), RUSS: 25.68 (+2.28), CHXF: 52.54 (-0.02), YINN: 36.43 (-0.98), MCHI: 50.85 (-0.47), YANG: 11.07 (+0.32), RUSL: 16.60 (-1.63), FXP: 41.56 (+0.74), RBL: 14.53 (-0.48), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), RSX: 14.77 (-0.44), YAO: 27.97 (-0.35), YXI: 27.92 (+0.14), ERUS: 11.40 (-0.37), CN: 34.70 (-0.44), FXI: 41.90 (-0.38), GXC: 80.48 (-0.84)
Reflections On 2014 And 2015 Outlook
Mark Liew - Seeking Alpha - Tue Jan 06, 9:00AM CST
Happy New Year to all. It's time to reflect on 2014 - the good as well as bad investments. After a ~30% return in 2013, I was actually under-invested for most of 2014 (>90% cash), and only re-entered the market (still >70% cash) in September,...
SPY: 202.65 (-1.60), QQQ: 101.55 (-1.07), PGJ: 28.25 (-0.48), DIA: 176.24 (-0.98), FXI: 41.90 (-0.38)
China Watch: Bull Market Ahead?
Mark Ungewitter - Seeking Alpha - Tue Jan 06, 7:26AM CST
Something interesting is happening in China. Financial stocks are surging relative to the broad market. The "hockey stick" liftoff began in late November when the People's Bank of China (PBOC) cut policy rates for the first time since 2012....
FXI: 41.90 (-0.38)
The Japan Triangle
Joseph Calhoun - Seeking Alpha - Tue Jan 06, 5:02AM CST
By Jeffrey P. Snider Given all that has transpired in China this past year, year and a half it is likely that confusion will continue if only due to bias and preconceptions about "omniscience" in central banking. For my part, the PBOC has...
XPP: 70.07 (-1.32), YANG: 11.07 (+0.32), FXP: 41.56 (+0.74), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), CHXF: 52.54 (-0.02), YAO: 27.97 (-0.35), YINN: 36.43 (-0.98), YXI: 27.92 (+0.14), CN: 34.70 (-0.44), MCHI: 50.85 (-0.47), GXC: 80.48 (-0.84), FXI: 41.90 (-0.38)
Chinese shares soar to five-year high
Seeking Alpha - at Seeking Alpha - Mon Jan 05, 2:29AM CST
EWH: 20.78 (+0.19), PEK: 45.39 (-0.44), CNXT: 30.59 (+0.49), KBA: 46.37 (-0.44), CQQQ: 34.78 (-0.81), YINN: 36.43 (-0.98), CHXF: 52.54 (-0.02), FXP: 41.56 (+0.74), EWHS: 26.79 (-0.25), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), YAO: 27.97 (-0.35), FCHI: 52.10 (-0.22), ASHR: 36.39 (-0.57), ASHS: 35.21 (-0.33), GXC: 80.48 (-0.84), FXI: 41.90 (-0.38), XPP: 70.07 (-1.32), KWEB: 33.29 (-0.81), TAO: 21.41 (-0.03), ECNS: 45.21 (-0.44), CHNA: 37.44 (unch), QQQC: 21.42 (-0.44), CHIX: 15.75 (-0.10), KFYP: 65.45 (unch), HAO: 26.12 (-0.52), MCHI: 50.85 (-0.47), CHIM: 15.73 (unch), YANG: 11.07 (+0.32), CHIQ: 12.67 (-0.09), CHIE: 13.50 (-0.21), FHK: 38.54 (unch), YXI: 27.92 (+0.14), CHII: 13.92 (-0.30), CN: 34.70 (-0.44)
Emerging Markets Scorecard 2014 - Which Will Outperform In 2015?
Far Horizon - at Seeking Alpha - Sun Jan 04, 5:41PM CST
FRN: 13.34 (-0.11), EGPT: 57.82 (-1.05), THD: 77.66 (-0.88), EPHE: 38.76 (-0.18), VNM: 18.85 (-0.14), TUR: 57.03 (+0.27), EPU: 31.76 (-0.10), EEM: 38.95 (-0.32), EWY: 56.09 (+0.01), EPI: 22.51 (+0.09), RSX: 14.77 (-0.44), FM: 29.93 (+0.02), VWO: 39.74 (-0.36), GXG: 11.97 (-0.14), ECH: 38.81 (-0.03), EIDO: 26.49 (-0.14), EPOL: 23.89 (-0.19), FXI: 41.90 (-0.38)
Wall Street Heathens: How Their Greed And Gambling Became The Axe Of Statist Policy
David Stockman - Seeking Alpha - Fri Jan 02, 11:13AM CST
One of the most unfortunate acronyms ever invented was BRIC. It supposedly embodied an epoch-defining ignition of capitalist growth and prosperity in Brazil, Russia, India and China. And these leading paragons were held to be emblematic of a general...
EWH: 20.78 (+0.19), INDY: 30.68 (+0.18), KBA: 46.37 (-0.44), UBR: 26.75 (-1.24), CHXF: 52.54 (-0.02), INDL: 86.97 (+1.48), FXP: 41.56 (+0.74), PGJ: 28.25 (-0.48), EWHS: 26.79 (-0.25), YAO: 27.97 (-0.35), INDA: 30.69 (+0.19), ASHR: 36.39 (-0.57), FCHI: 52.10 (-0.22), FXI: 41.90 (-0.38), GXC: 80.48 (-0.84), ASHS: 35.21 (-0.33), XPP: 70.07 (-1.32), KWEB: 33.29 (-0.81), TAO: 21.41 (-0.03), ECNS: 45.21 (-0.44), QQQC: 21.42 (-0.44), HAO: 26.12 (-0.52), MCHI: 50.85 (-0.47), YANG: 11.07 (+0.32), INXX: 12.76 (-0.04), RBL: 14.53 (-0.48), EPI: 22.51 (+0.09), RSX: 14.77 (-0.44), FHK: 38.54 (unch), EWZ: 35.32 (-0.85), YXI: 27.92 (+0.14), PEK: 45.39 (-0.44), BZQ: 86.84 (+3.97), CNXT: 30.59 (+0.49), CQQQ: 34.78 (-0.81), RUSS: 25.68 (+2.28), YINN: 36.43 (-0.98), INP: 71.50 (+0.17), FCA: 23.15 (-0.35), PIN: 21.61 (+0.08), ERUS: 11.40 (-0.37), FBZ: 14.50 (-0.46), BRZU: 7.84 (-0.59), CHNA: 37.44 (unch), DBBR: 12.46 (-0.05), CHIX: 15.75 (-0.10), KFYP: 65.45 (unch), CHIM: 15.73 (unch), CHIQ: 12.67 (-0.09), RUSL: 16.60 (-1.63), CHIE: 13.50 (-0.21), CHII: 13.92 (-0.30), CN: 34.70 (-0.44)
Global Market Forecast For 2015 Based On A Predictive Algorithm
I Know First Research - at Seeking Alpha - Fri Jan 02, 7:02AM CST
SPY: 202.65 (-1.60), QQQ: 101.55 (-1.07), EIS: 46.38 (-0.07), EWS: 12.71 (-0.08), EWT: 14.73 (-0.12), EWC: 27.20 (-0.44), GLD: 118.56 (+1.30), EWP: 32.26 (-0.07), EPI: 22.51 (+0.09), RSX: 14.77 (-0.44), EWZ: 35.32 (-0.85), FXI: 41.90 (-0.38)
Eco Data - Non-Manufacturing PMI For December Improves To 54.1
China Stock Research - Seeking Alpha - Thu Jan 01, 10:39AM CST
The official Non-manufacturing PMI for December was 54.1, a four-month high, and the second month of an improving reading ( source, Chinese ). However, despite improvements in the headline reading, the main sub-indexes pointed to extended weakness,...
XPP: 70.07 (-1.32), YANG: 11.07 (+0.32), FXP: 41.56 (+0.74), PGJ: 28.25 (-0.48), FCA: 23.15 (-0.35), CHXF: 52.54 (-0.02), YAO: 27.97 (-0.35), YINN: 36.43 (-0.98), YXI: 27.92 (+0.14), CN: 34.70 (-0.44), MCHI: 50.85 (-0.47), GXC: 80.48 (-0.84), FXI: 41.90 (-0.38)