Bloomberg: U.S. Dot-Com Bubble Was Nothing Compared to Today’s China Prices

A summary of the action thus far in the last 6 months.

http://www.bloomberg.com/news/articles/2...ity-market

Looks like Morgan stanley was spot on with their call.

http://www.bloomberg.com/news/articles/2...ally-peaks

http://www.valuebuddies.com/thread-5719-...#pid115907

Are we missing anything here... Chinese SWF still on a global hunt for quality assets notwithstanding domestic troubles...

Heard that 1/4 of the Chinese Stock Halted purposely to avoid trading in the market. They can halt trading from 10 days to 3 months ! And then apply again ... ( Reminds me of the rout in S-chips ... )

If their Gov continues to support the index with unrealistic fundamental, will RMB devalues and same time wasted all the gov coffer hard earned money collected over the years ?

(07-07-2015, 11:14 PM)greengiraffe Wrote: http://www.valuebuddies.com/thread-5719-...#pid115907

Are we missing anything here... Chinese SWF still on a global hunt for quality assets notwithstanding domestic troubles...

Like temasek holdings, chinese swf acquire not just for money but also political influence. It is their most opportune time to hunt for bargains in this volatile time in global economy.

If china merely worries about their stock market and does inaction on the global front, that would be rather myopic. They are a big market maker at this point in the world after all.

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(08-07-2015, 08:22 AM)corydorus Wrote: Heard that 1/4 of the Chinese Stock Halted purposely to avoid trading in the market. They can halt trading from 10 days to 3 months ! And then apply again ... ( Reminds me of the rout in S-chips ... )

If their Gov continues to support the index with unrealistic fundamental, will RMB devalues and same time wasted all the gov coffer hard earned money collected over the years ?

It's a panic reaction by the gov lah. If people lose too much money they afraid gonna be some unrest.

Unfortunately by halting trading, it can cause more panic as people will scramble to get their money out of those not yet halted. Even those who are holding may consider to sell.

Their stocks continue to crash today. Those brokerage who pump in money on monday jialat liao. Let's see what other tricks CCP have up their sleeves.

(08-07-2015, 10:29 AM)BlueKelah Wrote:

(08-07-2015, 08:22 AM)corydorus Wrote: Heard that 1/4 of the Chinese Stock Halted purposely to avoid trading in the market. They can halt trading from 10 days to 3 months ! And then apply again ... ( Reminds me of the rout in S-chips ... )

If their Gov continues to support the index with unrealistic fundamental, will RMB devalues and same time wasted all the gov coffer hard earned money collected over the years ?

It's a panic reaction by the gov lah. If people lose too much money they afraid gonna be some unrest.

Unfortunately by halting trading, it can cause more panic as people will scramble to get their money out of those not yet halted. Even those who are holding may consider to sell.

Their stocks continue to crash today. Those brokerage who pump in money on monday jialat liao. Let's see what other tricks CCP have up their sleeves.

They can always order PBoC to buy A share ETFs directly, that would be the nuclear option.

Frankly speaking China does have not have many options now, the economy was already doing very poorly before the stock market crash...

(07-07-2015, 11:42 PM)BlueKelah Wrote:

(08-04-2015, 10:07 AM)specuvestor Wrote: When you have such misleading titles of doom and gloom, you know the end is NOT near. The article is actually refering to China tech shares not China market.

I have been through CLOB and dot com. I know what's a bubble without defining it to the 4th decimal point. China stock market is no bubble as of now, whereas Australia property bubble should be cracking soon just as Singapore and China did. Besides HK I think so far Asian countries have done well taming the property market, Australia has tamed it better than I thought but it will have to come down rather than "rise slower".

This year could easily be China stock market's year

Do you still think china stock bubble is not a bubble now? With beijing scrambling to stabilize it? I find it quite surprising that experienced investors can look at the stupifying ascent of CHINA stocks and say its not bubble. Looks unlikely 2015 will be china's year.

And yes do agree that aus property is in a bubble too which should pop soon.

once things go haywire back home, we should see less of those chinamen going around buying up other people backyard and playing lego...

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Well, we never know. I am still observing, and a China year in 2015, isn't unthinkable. I am not alone, but among successful fund managers, based on interviews read. A bull of 150% 1 year ago (edited), follows by a 20-30% correction, is a doom-day bear crashing? I am not very sure.

You have a bear (bubble) call for China property for years, and still calling, but I am yet to see a "nationwide crash" yet, after a decade(?) May be you will call it a crash, with few developers defaults, without much blood seen on the street...

I am with Mr. specuvestor.

(sharing a view)

YTD, SSE is still up roughly 15%... though that can be wiped out in days with current sharp movements... or it could spike back up...
Over a 25 years period, it is still showing decent gains.
Looking at the chart, wonder what the fuss is all about - stocks come with risks.

[Image: stock-market&title=false]

China prop has slightly stabilized recently but new land investment has been going downtrend still. so looks like no crash there for now but still there is an end to the boom and their prop is still downtrend if not sideways at best. There is a massive oversupply there. Perhaps no property crash but they will take a long time to work through all the excess inventory.

for china stocks dun forget to be careful, when all the fund manager and analyst calling for boom and saying things are good, gonna be china year, etc etc, hehe.. prefer to be contrarian when the larger investing community is exhibiting herd behaviour... for a 30% drop some would still call it a correction in a bull market, but judging by the fundamentals, maintain it is now becoming a crash which will wipe out many with margin accounts and high leverage.

happy to kena critic when my opinion turns out wrong, but dun forget to "yah hor, good call" when its right

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