China - Market Strategy 04 (Aug 18 - Jan 23)

Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby winston » Tue Oct 02, 2018 7:54 am

As bullish foreigners pile into China’s stock markets and local investors remain bearish, who is right?

Nicholas Spiro says the inclusion of Chinese stocks on leading indices, plus cheap currency and interest rate changes, are drawing in foreign investment – but more domestic confidence is needed for a market recovery

Domestic retail investors account for some 85 per cent of the trading on the Shanghai and Shenzen bourses.


Source: SCMP

https://www.scmp.com/business/article/2 ... ors-remain
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby winston » Fri Oct 12, 2018 5:37 am

Last bull abandons Chinese stocks as global fund managers turn from net buyers to sellers

Foreign investors have bought US$40b of mainland equities in the first nine months of the year

Forty-five per cent of the stocks on the Shanghai exchange have already fallen to oversold levels, and the ratio in Shenzhen is 46 per cent.




Source: SCMP

https://www.scmp.com/business/china-bus ... agers-turn
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby winston » Mon Oct 15, 2018 9:26 pm

China’s stock regulator promises to protect investor interests as the market falls to four-year low

Chairman Liu Shiyu has met hedge funds and retail investors on Sunday, in a rare move to calm market jitters

The investor attendants proposed market-boosting measures including elevating the strategic status of the stock market, deepening state-owned enterprise reforms, optimising trading systems andtax breaks for hedge funds, according to the statement.

US$5.4 trillion stock market.

China had 143 million retail investors as of the end of September.


Source: SCMP

https://www.scmp.com/business/china-bus ... -interests
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby behappyalways » Fri Oct 19, 2018 4:59 am

China stock rout puts US$613 bil of share pledges at risk
https://www.theedgesingapore.com/china- ... edges-risk
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby winston » Fri Oct 19, 2018 2:51 pm

Official Press: PBOC, CBIRC, CSRC Voice Good News; A Shares To Embrace More Funds

PBOC Governor Yi Gang, CBIRC Chairman Guo Shuqing and CSRC Chairman Liu Shiyu jointly voiced that goods news are coming for Chinese economy, according to an official media in Mainland China.

The commentary on the media concluded four implications:
1. A shares will embrace more funds from market entrants
2. A shares should have and be able to fare better;
3. Forced liquidation should not be capricious; and
4. There will be more relaxed environment for private financing.

Source: AAStocks Financial News
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby behappyalways » Tue Oct 23, 2018 12:57 pm

Shanghai Composite: surges on hopes of market support
https://www.bbc.com/news/business-45936809
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby winston » Tue Oct 23, 2018 3:51 pm

Chinese regulators dole out cash to private firms in drive to stop market meltdown

Companies forced to pledge US$650 billion in shares as collateral for loans

The amount of shares pledged as collateral for loans is large enough to threaten market stability, as it is equivalent to 5.4 per cent of China’s 2017 nominal GDP and about 12 per cent of the total market capitalisation of the A-share market.


The Securities Association of China (SAC) announced that its members would set up a new special fund, worth 100 billion yuan (US$12.8 billion), to be lent to private companies to ease the pressure on the shares they have pledged as collateral.

The People’s Bank of China said in a separate notice on Monday that it would boost its relending and rediscount quotas by 150 billion yuan ($21.6 billion).


Source: SCMP

https://www.scmp.com/economy/china-econ ... drive-stop
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby behappyalways » Thu Oct 25, 2018 7:03 pm

China’s Market Rescuers Could Use a Rescue
https://www.bloomberg.com/opinion/artic ... e-a-rescue
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby winston » Mon Oct 29, 2018 7:38 am

Investors warned over A shares

by Avery Chen

Martin Wheatley, the former head of the Securities and Futures Commission in Hong Kong, said China's economic growth is "a fiction" and the A-share rout will get worse.

"There are many reasons for investors to steer clear of Chinese stocks," Wheatley said in an interview with Market Watch. He explained that A-share investors have profited little from economic growth, as corporate governance of China's listed companies is undeveloped.

Wheatley said he couldn't invest in Chinese equities when he was a regulator because of too many constraints. However, he still stays away from A-shares even after leaving the SFC.

He warns investors "to take China's growth rate with a pinch of salt," as "each of the country's 14 major regions reports their own growth rates, which by some strange quirk of Chinese maths are all above average."

Source: The Standard

http://www.thestandard.com.hk/section-n ... r=20181029
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Re: China - Market Direction 03 (Aug 16 - Dec 18)

Postby winston » Mon Oct 29, 2018 8:28 pm

Chinese stocks resume declines as fear of poor third-quarter earnings grips investors

The Shanghai Composite Index drops 2.2 per cent and another decline of 2.2 per cent will take the gauge back to a four-year low

The Hang Seng Index ends a four-day losing streak as HSBC surges 5 per cent on strong earnings

Source: SCMP

https://www.scmp.com/business/china-bus ... rd-quarter
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