FTSE China 25 Index Fund Ishares (FXI) 43.76 $FXI
China: 'New Normal' For Growth
Enzio von Pfeil - Seeking Alpha - Sat Feb 28, 8:51AM CST
It is China's "slower" growth is normal: technical and political aspects support our view. Buy on growth-induced market weakness. Base effect means that one per cent is not one percent. This October, we pixeled that between 1990 and...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
Monetary Policy Matters
Franklin Templeton Investments - Seeking Alpha - Thu Feb 26, 11:45PM CST
Mark Mobius Templeton Emerging Markets Group This year, we expect the divergence in monetary policy among the world's central banks to be a key theme and a likely driver of asset flows. For now, the scorecard seems to be tilted toward monetary...
BRZU: 7.53 (+0.28), BZQ: 82.75 (-2.06), INDY: 33.17 (+0.73), UBR: 26.29 (+0.58), RUSS: 11.72 (-0.74), YINN: 40.58 (-0.04), TUR: 49.59 (-1.32), INDL: 104.89 (+5.92), RUSL: 25.83 (+1.49), RBL: 17.19 (+0.42), PGJ: 28.04 (-0.47), EPI: 24.19 (+0.55), PIN: 23.23 (+0.53), RSX: 17.82 (+0.37), ERUS: 13.65 (+0.26), EWZ: 35.38 (+0.46), INDA: 33.47 (+0.71), FXI: 43.76 (-0.01), GXC: 82.10 (-0.20)
China ETFs: Bull or Bear in the Year of the Goat? - ETF News And Commentary
Zacks Equity Research - Zacks Investment Research - Thu Feb 26, 12:20PM CST
Will the year of the Goat spell optimism for the Chinese economy and ETFs?
CNXT: 35.38 (+0.27), EWHS: 27.13 (-0.18), PGJ: 28.04 (-0.47), MCHI: 53.06 (-0.02), ASHS: 39.51 (unch), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
What Policy Easing Means For Chinese Equities
Andrew Sachais - at Seeking Alpha - Thu Feb 26, 5:10AM CST
FXI: 43.76 (-0.01)
Adjusting China's Required Reserve Ratio: More Harm Than Good?
Yale Economic Review - Seeking Alpha - Thu Feb 26, 3:56AM CST
By Kevin Fung On Wednesday, February 4th, China's Central Bank cut its required reserve ratio (RRR), the minimum percentage of deposits its commercial banks must hold in liquid reserves, by 50 basis points, or 0.5%. This cut occurred during...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
Asian Demographic Trends A Threat To Growth
Global Risk Insights - at Seeking Alpha - Thu Feb 26, 3:11AM CST
A number of emerging Asian countries enter a demographic dividend phase, associated with high savings, investments and growth. However, aging in Asia is occurring at a faster rate than has happened in the West - at much lower levels of income per...
INDY: 33.17 (+0.73), THD: 81.67 (-0.18), YINN: 40.58 (-0.04), CHXF: 54.07 (+0.27), EWM: 13.57 (+0.01), EPHE: 41.75 (-0.15), VNM: 19.63 (-0.04), INP: 77.79 (+1.76), IDX: 24.57 (-0.26), INDL: 104.89 (+5.92), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), PIN: 23.23 (+0.53), YAO: 28.43 (-0.05), INDA: 33.47 (+0.71), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01), XPP: 76.05 (+0.01), ASEA: 15.70 (-0.12), MCHI: 53.06 (-0.02), YANG: 9.39 (+0.01), EWS: 12.82 (-0.10), INXX: 13.99 (+0.46), EPI: 24.19 (+0.55), EIDO: 27.58 (-0.32), YXI: 26.75 (unch), CN: 35.33 (-0.20)
China Flash PMI Edges Above 50 But Continues To Signal Stagnant Manufacturing
Markit - Seeking Alpha - Wed Feb 25, 8:30AM CST
The output of China's factories barely grew again in February, limited by a steep drop in export orders. The data suggest that recent efforts by the authorities to stimulate the economy have done little to boost growth. PMI and GDP compared At...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
China Flash PMI rebounds; Hong Kong growth slows
Seeking Alpha - at Seeking Alpha - Wed Feb 25, 2:19AM CST
EWH: 21.71 (-0.03), PEK: 45.95 (-0.17), CNXT: 35.38 (+0.27), KBA: 46.58 (unch), CQQQ: 35.81 (-0.28), YINN: 40.58 (-0.04), CHXF: 54.07 (+0.27), FXP: 37.43 (-0.02), EWHS: 27.13 (-0.18), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), YAO: 28.43 (-0.05), FCHI: 53.55 (-0.15), ASHR: 36.35 (-0.19), ASHS: 39.51 (unch), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01), XPP: 76.05 (+0.01), KWEB: 32.43 (-0.52), TAO: 21.48 (-0.15), ECNS: 45.05 (unch), CHNA: 36.38 (-0.26), QQQC: 21.50 (-0.17), CHIX: 16.00 (unch), KFYP: 64.80 (unch), HAO: 25.89 (+0.09), MCHI: 53.06 (-0.02), CHIM: 15.39 (+0.14), YANG: 9.39 (+0.01), CHIQ: 12.97 (-0.10), CHIE: 13.36 (+0.26), FHK: 41.14 (-0.14), YXI: 26.75 (unch), CHII: 13.94 (-0.06), CN: 35.33 (-0.20)
Eco Data - February Flash PMI Improves To 50.1
China Stock Research - Seeking Alpha - Wed Feb 25, 1:20AM CST
The HSBC/Markit China flash manufacturing PMI for February 2015 was 50.1, up vs. 49.7 in January and beating the 49.5 estimate ( source, English ). February's data included an improvement in key indexes vs. last month; both new orders and output rose...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
Buy Europe?
Cam Hui, CFA - Seeking Alpha - Wed Feb 25, 1:17AM CST
The storm clouds are lifting in Europe. The FTSE 100 in the UK has rallied to an all-time high. Greek tail-risk is receding, but the drama doesn't seem to be over yet (though the Greek market seems to be washed out, see last week's post that was...
EWH: 21.71 (-0.03), ACWI: 60.91 (-0.15), EWY: 56.63 (-0.17), FEZ: 39.26 (+0.15), SPY: 210.66 (-0.72), EWT: 16.00 (-0.02), FXI: 43.76 (-0.01)
Why China Posted A Record Trade Surplus And Why More Can Be Expected
MarketGyrations - at Seeking Alpha - Tue Feb 24, 12:48PM CST
MCHI: 53.06 (-0.02), FXI: 43.76 (-0.01)
China Levels The Global Playing Field
AllianceBernstein - Seeking Alpha - Tue Feb 24, 12:40PM CST
By Hayden Briscoe It's a powerful vision for the world's future. The US and China: two growth powerhouses; two major currencies. At the heart of China's much-publicized economic reforms are the internationalization of its currency - the yuan...
FXCH: 78.55 (-0.77), CNY: 42.20 (-0.18), XPP: 76.05 (+0.01), CHXF: 54.07 (+0.27), YINN: 40.58 (-0.04), MCHI: 53.06 (-0.02), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), CYB: 25.11 (-0.09), FCA: 23.73 (+0.10), YAO: 28.43 (-0.05), YXI: 26.75 (unch), CN: 35.33 (-0.20), FXI: 43.76 (-0.01), GXC: 82.10 (-0.20)
Good News Overseas
Calafia Beach Pundit - Seeking Alpha - Tue Feb 24, 6:10AM CST
The outlook for Europe has improved significantly in the past month or so, a fact that still seems to be flying under the mainstream media's radar. On balance, the outlook for the global economy continues to improve. Very good news. (click to...
BZQ: 82.75 (-2.06), FEZ: 39.26 (+0.15), VGK: 55.89 (+0.08), UBR: 26.29 (+0.58), FEP: 31.74 (+0.05), YINN: 40.58 (-0.04), UPV: 48.84 (+0.47), FEU: 36.27 (-0.04), EWJ: 12.35 (-0.05), EPV: 54.44 (-0.21), HEDJ: 64.34 (+0.21), DXJ: 53.87 (-0.21), NKY: 18.62 (-0.06), ITF: 52.85 (-0.35), FXP: 37.43 (-0.02), DBJP: 40.44 (-0.17), PGJ: 28.04 (-0.47), JPP: 46.33 (-0.27), YAO: 28.43 (-0.05), EZJ: 92.38 (-0.25), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01), FBZ: 14.38 (+0.05), XPP: 76.05 (+0.01), BRZU: 7.53 (+0.28), EURL: 34.70 (+0.14), JPNL: 52.02 (-0.66), EZU: 38.96 (+0.15), DBBR: 12.91 (+0.01), MCHI: 53.06 (-0.02), EWV: 53.65 (+0.33), YANG: 9.39 (+0.01), HEWJ: 29.70 (-0.10), IEV: 45.29 (+0.08), YXI: 26.75 (unch), EWZ: 35.38 (+0.46)
Climbing The Great Wall Of Worry In China
Market Anthropology - Seeking Alpha - Tue Feb 24, 5:38AM CST
Like the Great Wall built by peasant hands over two millennia ago, the current wall of worry in China - the foundation for any lasting bull market, has been steadily built and mortared since the financial crisis exhausted itself in 2009. While...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
The Gap Before China's Soft Landing
Sober Look - Seeking Alpha - Mon Feb 23, 6:58AM CST
By Sam Favorable terms of trade and eager investment in manufacturing and real estate has propelled Chinese growth in recent years. Now, a high debt burden from over-investment, rising manufacturing costs, and an appreciating currency are signs of...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
Week Ahead Economic Overview
Markit - Seeking Alpha - Sun Feb 22, 1:29AM CST
This week's highlights come from the US, where revised fourth quarter GDP numbers are released alongside inflation and durable goods orders data and the Markit Flash US Services PMI. Other standouts are GDP updates in Germany and the UK, inflation...
SPY: 210.66 (-0.72), QQQ: 108.40 (-0.48), DIA: 181.19 (-0.82), EU: 20.54 (-0.08), FXI: 43.76 (-0.01)
Tracking George Soros' Portfolio - Q4 2014 Update
John Vincent - at Seeking Alpha - Thu Feb 19, 5:53AM CST
HLF: 31.01 (-3.81), MDLZ: 36.94 (+0.22), MON: 120.43 (+0.46), DAL: 44.52 (-1.40), ESNT: 23.22 (+0.02), CNP: 20.79 (-0.23), INTC: 33.25 (-0.40), CTXS: 63.67 (+0.20), MSI: 67.94 (-0.53), EEM: 40.74 (-0.03), SPY: 210.66 (-0.72), LYB: 85.91 (-0.84), AAL: 47.90 (-1.45), ABBV: 60.50 (-0.02), MSFT: 43.85 (-0.21), SYK: 94.75 (+0.35), CODE: 36.08 (-0.11), FXI: 43.76 (-0.01), PSX: 78.46 (-1.60), FB: 78.97 (-1.44), SLXP: 157.20 (+0.25), EDU: 19.16 (-0.37), PLCM: 13.82 (-0.13), UA: 77.01 (unch), LVLT: 53.86 (+0.47), PXD: 152.52 (-3.51), TEVA: 57.02 (+0.53), AIG: 55.33 (+0.40), IWM: 122.58 (-0.67), DOW: 49.24 (-0.01), NRG: 23.98 (-0.79), LUK: 23.73 (-0.04), ACT: 291.36 (+1.58), ALLY: 20.78 (-0.18), CLI: 18.81 (-0.17), CZR: 10.60 (-0.19), AGN: 232.74 (+0.34), CACQ: 7.39 (-0.13), EBAY: 57.91 (-0.63), EGN: 64.64 (-0.61), ALLE: 57.73 (-0.56), AGRO: 8.85 (-0.07), NICE: 58.37 (+0.01), AAPL: 128.46 (-1.95), ENDP: 85.60 (+0.36), CHDN: 109.84 (+2.45), TVPT: 15.94 (-0.25), PVA: 6.64 (-0.23), DISH: 75.04 (-1.72), EQT: 79.81 (+0.05), LORL: 71.13 (-0.24), LC: 20.37 (-0.92), BIDU: 203.75 (-2.13), QQQ: 108.40 (-0.48), RLGY: 46.00 (-0.47), GM: 37.31 (-0.25), HUB.B: 113.80 (-0.64), BABA: 85.12 (-0.25)
Bricks Sink: These BRICs Sink And Float
Andrew Hecht - at Seeking Alpha - Wed Feb 18, 5:01AM CST
BZQ: 82.75 (-2.06), INDY: 33.17 (+0.73), UBR: 26.29 (+0.58), RUSS: 11.72 (-0.74), CHXF: 54.07 (+0.27), YINN: 40.58 (-0.04), INP: 77.79 (+1.76), INDL: 104.89 (+5.92), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), PIN: 23.23 (+0.53), YAO: 28.43 (-0.05), ERUS: 13.65 (+0.26), INDA: 33.47 (+0.71), EEB: 30.21 (+0.30), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01), BKF: 37.24 (+0.35), FBZ: 14.38 (+0.05), XPP: 76.05 (+0.01), BRZU: 7.53 (+0.28), DBBR: 12.91 (+0.01), MCHI: 53.06 (-0.02), YANG: 9.39 (+0.01), RUSL: 25.83 (+1.49), RBL: 17.19 (+0.42), INXX: 13.99 (+0.46), EPI: 24.19 (+0.55), EMDD: 23.58 (-0.14), RSX: 17.82 (+0.37), BIK: 23.02 (+0.09), YXI: 26.75 (unch), EWZ: 35.38 (+0.46), CN: 35.33 (-0.20)
Koos Jansen Vs. WGC/GFMS/CPM Update
Koos Jansen - Seeking Alpha - Tue Feb 17, 11:57PM CST
Originally published on Bullionstar.com on 17 February, 2015 Recently, Thomson Reuters GFMS released its global gold demand figures for 2014, in which they stated Chinese demand was 866 tonnes. I briefly expanded on why I didn't agree with this...
1 Comment
GLD: 116.16 (+0.09), IAU: 11.71 (+0.02), FXI: 43.76 (-0.01), UGL: 40.07 (+0.13)
China: 'New Normal' For Growth
Enzio von Pfeil - Seeking Alpha - Sat Feb 28, 8:51AM CST
It is China's "slower" growth is normal: technical and political aspects support our view. Buy on growth-induced market weakness. Base effect means that one per cent is not one percent. This October, we pixeled that between 1990 and...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
Monetary Policy Matters
Franklin Templeton Investments - Seeking Alpha - Thu Feb 26, 11:45PM CST
Mark Mobius Templeton Emerging Markets Group This year, we expect the divergence in monetary policy among the world's central banks to be a key theme and a likely driver of asset flows. For now, the scorecard seems to be tilted toward monetary...
BRZU: 7.53 (+0.28), BZQ: 82.75 (-2.06), INDY: 33.17 (+0.73), UBR: 26.29 (+0.58), RUSS: 11.72 (-0.74), YINN: 40.58 (-0.04), TUR: 49.59 (-1.32), INDL: 104.89 (+5.92), RUSL: 25.83 (+1.49), RBL: 17.19 (+0.42), PGJ: 28.04 (-0.47), EPI: 24.19 (+0.55), PIN: 23.23 (+0.53), RSX: 17.82 (+0.37), ERUS: 13.65 (+0.26), EWZ: 35.38 (+0.46), INDA: 33.47 (+0.71), FXI: 43.76 (-0.01), GXC: 82.10 (-0.20)
China ETFs: Bull or Bear in the Year of the Goat? - ETF News And Commentary
Zacks Equity Research - Zacks Investment Research - Thu Feb 26, 12:20PM CST
Will the year of the Goat spell optimism for the Chinese economy and ETFs?
CNXT: 35.38 (+0.27), EWHS: 27.13 (-0.18), PGJ: 28.04 (-0.47), MCHI: 53.06 (-0.02), ASHS: 39.51 (unch), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
What Policy Easing Means For Chinese Equities
Andrew Sachais - at Seeking Alpha - Thu Feb 26, 5:10AM CST
FXI: 43.76 (-0.01)
Adjusting China's Required Reserve Ratio: More Harm Than Good?
Yale Economic Review - Seeking Alpha - Thu Feb 26, 3:56AM CST
By Kevin Fung On Wednesday, February 4th, China's Central Bank cut its required reserve ratio (RRR), the minimum percentage of deposits its commercial banks must hold in liquid reserves, by 50 basis points, or 0.5%. This cut occurred during...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
Asian Demographic Trends A Threat To Growth
Global Risk Insights - at Seeking Alpha - Thu Feb 26, 3:11AM CST
A number of emerging Asian countries enter a demographic dividend phase, associated with high savings, investments and growth. However, aging in Asia is occurring at a faster rate than has happened in the West - at much lower levels of income per...
INDY: 33.17 (+0.73), THD: 81.67 (-0.18), YINN: 40.58 (-0.04), CHXF: 54.07 (+0.27), EWM: 13.57 (+0.01), EPHE: 41.75 (-0.15), VNM: 19.63 (-0.04), INP: 77.79 (+1.76), IDX: 24.57 (-0.26), INDL: 104.89 (+5.92), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), PIN: 23.23 (+0.53), YAO: 28.43 (-0.05), INDA: 33.47 (+0.71), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01), XPP: 76.05 (+0.01), ASEA: 15.70 (-0.12), MCHI: 53.06 (-0.02), YANG: 9.39 (+0.01), EWS: 12.82 (-0.10), INXX: 13.99 (+0.46), EPI: 24.19 (+0.55), EIDO: 27.58 (-0.32), YXI: 26.75 (unch), CN: 35.33 (-0.20)
China Flash PMI Edges Above 50 But Continues To Signal Stagnant Manufacturing
Markit - Seeking Alpha - Wed Feb 25, 8:30AM CST
The output of China's factories barely grew again in February, limited by a steep drop in export orders. The data suggest that recent efforts by the authorities to stimulate the economy have done little to boost growth. PMI and GDP compared At...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
China Flash PMI rebounds; Hong Kong growth slows
Seeking Alpha - at Seeking Alpha - Wed Feb 25, 2:19AM CST
EWH: 21.71 (-0.03), PEK: 45.95 (-0.17), CNXT: 35.38 (+0.27), KBA: 46.58 (unch), CQQQ: 35.81 (-0.28), YINN: 40.58 (-0.04), CHXF: 54.07 (+0.27), FXP: 37.43 (-0.02), EWHS: 27.13 (-0.18), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), YAO: 28.43 (-0.05), FCHI: 53.55 (-0.15), ASHR: 36.35 (-0.19), ASHS: 39.51 (unch), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01), XPP: 76.05 (+0.01), KWEB: 32.43 (-0.52), TAO: 21.48 (-0.15), ECNS: 45.05 (unch), CHNA: 36.38 (-0.26), QQQC: 21.50 (-0.17), CHIX: 16.00 (unch), KFYP: 64.80 (unch), HAO: 25.89 (+0.09), MCHI: 53.06 (-0.02), CHIM: 15.39 (+0.14), YANG: 9.39 (+0.01), CHIQ: 12.97 (-0.10), CHIE: 13.36 (+0.26), FHK: 41.14 (-0.14), YXI: 26.75 (unch), CHII: 13.94 (-0.06), CN: 35.33 (-0.20)
Eco Data - February Flash PMI Improves To 50.1
China Stock Research - Seeking Alpha - Wed Feb 25, 1:20AM CST
The HSBC/Markit China flash manufacturing PMI for February 2015 was 50.1, up vs. 49.7 in January and beating the 49.5 estimate ( source, English ). February's data included an improvement in key indexes vs. last month; both new orders and output rose...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
Buy Europe?
Cam Hui, CFA - Seeking Alpha - Wed Feb 25, 1:17AM CST
The storm clouds are lifting in Europe. The FTSE 100 in the UK has rallied to an all-time high. Greek tail-risk is receding, but the drama doesn't seem to be over yet (though the Greek market seems to be washed out, see last week's post that was...
EWH: 21.71 (-0.03), ACWI: 60.91 (-0.15), EWY: 56.63 (-0.17), FEZ: 39.26 (+0.15), SPY: 210.66 (-0.72), EWT: 16.00 (-0.02), FXI: 43.76 (-0.01)
Why China Posted A Record Trade Surplus And Why More Can Be Expected
MarketGyrations - at Seeking Alpha - Tue Feb 24, 12:48PM CST
MCHI: 53.06 (-0.02), FXI: 43.76 (-0.01)
China Levels The Global Playing Field
AllianceBernstein - Seeking Alpha - Tue Feb 24, 12:40PM CST
By Hayden Briscoe It's a powerful vision for the world's future. The US and China: two growth powerhouses; two major currencies. At the heart of China's much-publicized economic reforms are the internationalization of its currency - the yuan...
FXCH: 78.55 (-0.77), CNY: 42.20 (-0.18), XPP: 76.05 (+0.01), CHXF: 54.07 (+0.27), YINN: 40.58 (-0.04), MCHI: 53.06 (-0.02), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), CYB: 25.11 (-0.09), FCA: 23.73 (+0.10), YAO: 28.43 (-0.05), YXI: 26.75 (unch), CN: 35.33 (-0.20), FXI: 43.76 (-0.01), GXC: 82.10 (-0.20)
Good News Overseas
Calafia Beach Pundit - Seeking Alpha - Tue Feb 24, 6:10AM CST
The outlook for Europe has improved significantly in the past month or so, a fact that still seems to be flying under the mainstream media's radar. On balance, the outlook for the global economy continues to improve. Very good news. (click to...
BZQ: 82.75 (-2.06), FEZ: 39.26 (+0.15), VGK: 55.89 (+0.08), UBR: 26.29 (+0.58), FEP: 31.74 (+0.05), YINN: 40.58 (-0.04), UPV: 48.84 (+0.47), FEU: 36.27 (-0.04), EWJ: 12.35 (-0.05), EPV: 54.44 (-0.21), HEDJ: 64.34 (+0.21), DXJ: 53.87 (-0.21), NKY: 18.62 (-0.06), ITF: 52.85 (-0.35), FXP: 37.43 (-0.02), DBJP: 40.44 (-0.17), PGJ: 28.04 (-0.47), JPP: 46.33 (-0.27), YAO: 28.43 (-0.05), EZJ: 92.38 (-0.25), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01), FBZ: 14.38 (+0.05), XPP: 76.05 (+0.01), BRZU: 7.53 (+0.28), EURL: 34.70 (+0.14), JPNL: 52.02 (-0.66), EZU: 38.96 (+0.15), DBBR: 12.91 (+0.01), MCHI: 53.06 (-0.02), EWV: 53.65 (+0.33), YANG: 9.39 (+0.01), HEWJ: 29.70 (-0.10), IEV: 45.29 (+0.08), YXI: 26.75 (unch), EWZ: 35.38 (+0.46)
Climbing The Great Wall Of Worry In China
Market Anthropology - Seeking Alpha - Tue Feb 24, 5:38AM CST
Like the Great Wall built by peasant hands over two millennia ago, the current wall of worry in China - the foundation for any lasting bull market, has been steadily built and mortared since the financial crisis exhausted itself in 2009. While...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
The Gap Before China's Soft Landing
Sober Look - Seeking Alpha - Mon Feb 23, 6:58AM CST
By Sam Favorable terms of trade and eager investment in manufacturing and real estate has propelled Chinese growth in recent years. Now, a high debt burden from over-investment, rising manufacturing costs, and an appreciating currency are signs of...
XPP: 76.05 (+0.01), YANG: 9.39 (+0.01), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), CHXF: 54.07 (+0.27), YAO: 28.43 (-0.05), YINN: 40.58 (-0.04), YXI: 26.75 (unch), CN: 35.33 (-0.20), MCHI: 53.06 (-0.02), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01)
Week Ahead Economic Overview
Markit - Seeking Alpha - Sun Feb 22, 1:29AM CST
This week's highlights come from the US, where revised fourth quarter GDP numbers are released alongside inflation and durable goods orders data and the Markit Flash US Services PMI. Other standouts are GDP updates in Germany and the UK, inflation...
SPY: 210.66 (-0.72), QQQ: 108.40 (-0.48), DIA: 181.19 (-0.82), EU: 20.54 (-0.08), FXI: 43.76 (-0.01)
Tracking George Soros' Portfolio - Q4 2014 Update
John Vincent - at Seeking Alpha - Thu Feb 19, 5:53AM CST
HLF: 31.01 (-3.81), MDLZ: 36.94 (+0.22), MON: 120.43 (+0.46), DAL: 44.52 (-1.40), ESNT: 23.22 (+0.02), CNP: 20.79 (-0.23), INTC: 33.25 (-0.40), CTXS: 63.67 (+0.20), MSI: 67.94 (-0.53), EEM: 40.74 (-0.03), SPY: 210.66 (-0.72), LYB: 85.91 (-0.84), AAL: 47.90 (-1.45), ABBV: 60.50 (-0.02), MSFT: 43.85 (-0.21), SYK: 94.75 (+0.35), CODE: 36.08 (-0.11), FXI: 43.76 (-0.01), PSX: 78.46 (-1.60), FB: 78.97 (-1.44), SLXP: 157.20 (+0.25), EDU: 19.16 (-0.37), PLCM: 13.82 (-0.13), UA: 77.01 (unch), LVLT: 53.86 (+0.47), PXD: 152.52 (-3.51), TEVA: 57.02 (+0.53), AIG: 55.33 (+0.40), IWM: 122.58 (-0.67), DOW: 49.24 (-0.01), NRG: 23.98 (-0.79), LUK: 23.73 (-0.04), ACT: 291.36 (+1.58), ALLY: 20.78 (-0.18), CLI: 18.81 (-0.17), CZR: 10.60 (-0.19), AGN: 232.74 (+0.34), CACQ: 7.39 (-0.13), EBAY: 57.91 (-0.63), EGN: 64.64 (-0.61), ALLE: 57.73 (-0.56), AGRO: 8.85 (-0.07), NICE: 58.37 (+0.01), AAPL: 128.46 (-1.95), ENDP: 85.60 (+0.36), CHDN: 109.84 (+2.45), TVPT: 15.94 (-0.25), PVA: 6.64 (-0.23), DISH: 75.04 (-1.72), EQT: 79.81 (+0.05), LORL: 71.13 (-0.24), LC: 20.37 (-0.92), BIDU: 203.75 (-2.13), QQQ: 108.40 (-0.48), RLGY: 46.00 (-0.47), GM: 37.31 (-0.25), HUB.B: 113.80 (-0.64), BABA: 85.12 (-0.25)
Bricks Sink: These BRICs Sink And Float
Andrew Hecht - at Seeking Alpha - Wed Feb 18, 5:01AM CST
BZQ: 82.75 (-2.06), INDY: 33.17 (+0.73), UBR: 26.29 (+0.58), RUSS: 11.72 (-0.74), CHXF: 54.07 (+0.27), YINN: 40.58 (-0.04), INP: 77.79 (+1.76), INDL: 104.89 (+5.92), FXP: 37.43 (-0.02), PGJ: 28.04 (-0.47), FCA: 23.73 (+0.10), PIN: 23.23 (+0.53), YAO: 28.43 (-0.05), ERUS: 13.65 (+0.26), INDA: 33.47 (+0.71), EEB: 30.21 (+0.30), GXC: 82.10 (-0.20), FXI: 43.76 (-0.01), BKF: 37.24 (+0.35), FBZ: 14.38 (+0.05), XPP: 76.05 (+0.01), BRZU: 7.53 (+0.28), DBBR: 12.91 (+0.01), MCHI: 53.06 (-0.02), YANG: 9.39 (+0.01), RUSL: 25.83 (+1.49), RBL: 17.19 (+0.42), INXX: 13.99 (+0.46), EPI: 24.19 (+0.55), EMDD: 23.58 (-0.14), RSX: 17.82 (+0.37), BIK: 23.02 (+0.09), YXI: 26.75 (unch), EWZ: 35.38 (+0.46), CN: 35.33 (-0.20)
Koos Jansen Vs. WGC/GFMS/CPM Update
Koos Jansen - Seeking Alpha - Tue Feb 17, 11:57PM CST
Originally published on Bullionstar.com on 17 February, 2015 Recently, Thomson Reuters GFMS released its global gold demand figures for 2014, in which they stated Chinese demand was 866 tonnes. I briefly expanded on why I didn't agree with this...
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GLD: 116.16 (+0.09), IAU: 11.71 (+0.02), FXI: 43.76 (-0.01), UGL: 40.07 (+0.13)
