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Archive for the China Stocks Category

Alibaba Is the Canary in China’s Coal Mine – BloombergView 09-01-15

Salient to Investors: William Pesek writes: Alibaba’s shares slide with each new report of middle-class Chinese raising cash and delaying spending. Alibaba’s $166 billion market cap exceeds the annual output of many countries. The Chinese economy will weaken further: domestic and external demand is sliding along with the stock market. China will experience a negative

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Mapping Fallout From ‘Black Monday’: Who Was Hardest Hit? – Foreign Polict 08-24-15

Salient to Investors: Bill Bishop at Sinocism said: China’s stock market has historically been irrelevant both to the domestic Chinese economy and the global economy. China has tarnished its reputation with its bungled response to its stock market plunge. Damien Ma at the Paulson Institute said it is premature to conclude the

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Birinyi’s S&P 3200 Call – Bull From A 30-Year Bull – David Stockman’s Contra Corner 08-05-15

Salient to Investors: David Stockman writes: Laszlo Birinyi says S&P 3200 will be reached by 2017 because there is no reason it cannot keep rising. Since first meeting Birinyi in 1986, I do not ever recall when he was not bullish on equities. His call is wrong because the central bank fed 30-year bull run

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Market Manipulation Goes Global – Project-Syndicate 07-27-15

Salient to Investors: Stephen Roach at Yale writes: Market manipulation a la China is now standard operating procedure in policy circles around the world – the West just dresses up their manipulation in different clothes. QE is essentially an aggressive effort to manipulate asset prices: whether it has succeeded is debatable

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Capital exodus from China reaches $800bn as crisis deepens – The Telegraph 07-24-15

Salient to Investors: China’s day of reckoning is delayed again as it is reverts to credit stimulus after attempts to engineer a stock market boom have failed. Economic growth will accelerate over the next few months, giving global commodity markets a brief reprieve. Robin Brooks at Goldman Sachs estimates that capital

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What does China’s stock market crash tell us? – BBC 07-22-15

Salient to Investors: Linda Yueh at Oxford University said: The Chinese stock market is not very important to ordinary Chinese because at most only 50 million households invest in it, and they average less than 10 to 15% of their assets. Retail investors follow the herd so volatility is endemic in

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Urgent Warning: 6 Signs the Great Crash Is Upon Us! – David Stockman’s Contra Corner -7-16-15

Salient to Investors: Harry Dent writes: All the signs point to the end of the global bubble. The greatest trigger will be the bursting of the massive, unprecedented China bubble. China’s stock market loss of 35% in less than 30 days signals its stock bubble has peaked: a drop of 30% to 40%

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Billionaire Paul Singer: China Crash Is ‘Way Bigger Than Subprime’ – Bloomberg Business 07-15-15

Salient to Investors: Paul Singer at Elliott Management said China’s debt-fueled stock market crash is way bigger than the US subprime mortgage crisis but may not be enough to cause a global financial market meltdown. Bill Ackman at Pershing Square Capital Mgmt said China is a bigger global threat than Greece by far, their stock

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Fareed Zakaria GPS – CNN 07-12-15

Salient to Investors: Fareed Zakaria said: The Economist says Connecticut bankrolls the weaker states in America: 5% of their GDP over the last 20 years has been net income transfers to states like Mississippi and Alabama. Allen Cooperman says the nuclear deal will only take Iran from 2 months away

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Trina Drops as Japan Outlook Sinks Chinese Solar Makers – Bloomberg 10-01-14

Salient to Investors: Concern is growing that a potential change in Japan’s incentives for clean energy may lower demand from the world’s second-largest solar market, amid a glut of panels. Gordon Johnson at Axiom Capital Mgmt said all of the Chinese module companies rely heavily on Japan. He is concerned

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