China Economic News

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Hi Blue,

Ya, you might be right. If i managed to recall where i read the article, i will repost.

Thanks.
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(10-02-2016, 10:43 AM)alex Wrote: Hi Blue,

Ya, you might be right. If i managed to recall where i read the article, i will repost.

Thanks.

From this http://www.nationaldebtclocks.org/debtclock/china, the debt is 65% of GDP. Which data is correct and how to measure apple to an apple? Anyway, I don't believe data from Journalists regardless whether they are from Business Insider, Bloomberg or others? Media are tools for rich people/countries to manipulate and create the environment for them to short or long.
The only way to avoid making mistakes is not to do anything. And that … will be the ultimate mistake. - Goh Keng Swee
A pessimist complains about the wind; an optimist expects it to change; the realist adjusts the sails. - W. A. Ward
Learn from the mistakes of others. You won't live long enough to make them all yourself. - Jane Bryant Quinn
人生最大錯誤,用健康換取身外之物。 ^ 人生无常,珍惜当下。 ^ 放弃固执,适时变通。 ^ 前面是绝路,希望在转角。

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(10-02-2016, 02:10 PM)FA+TA Wrote:
(10-02-2016, 10:43 AM)alex Wrote: Hi Blue,

Ya, you might be right. If i managed to recall where i read the article, i will repost.

Thanks.

From this http://www.nationaldebtclocks.org/debtclock/china, the debt is 65% of GDP. Which data is correct and how to measure apple to an apple? Anyway, I don't believe data from Journalists regardless whether they are from Business Insider, Bloomberg or others? Media are tools for rich people/countries to manipulate and create the environment for them to short or long.

I reckon, the confusion is on the definition of the "debt". Total debt (including private and public debts) is more than 2x of GDP. Public debt, probably is less than 1x. Both can be right  Big Grin

In the link posted, we need to pay more attention to the "debt" definition below the number.
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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which debt should we be more concerned about? Any insights to share?

1. Local govt debts
2. NPL for banks
3. Corporate debts

Anything else?
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http://www.bloomberg.com/news/articles/2...o-new-year
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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Mr. Mobius view on HK-listed China stocks. For those not familiar with the market, ETFs seems a good choice...

Mobius says China's irrational stock market is creating bargains
16 Feb 2016 00:27
[HONG KONG] When Mark Mobius looks at the wreckage of Chinese stocks traded in Hong Kong, he sees bargains.

The Hang Seng China Enterprises Index plunged 49 per cent from its May high through last week, sending valuations to record lows, as concern over China's economic slowdown and heavy-handed state intervention in mainland financial markets spurred outflows.

"The Chinese market has been reacting irrationally and rather violently, possibly due to heightened speculation derived from the government's actions to influence the market," said Mobius, the Franklin Resources Inc money manager who's been investing in emerging markets for more than four decades.
...
BLOOMBERG

Source: Business Times Breaking News
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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(16-02-2016, 10:32 AM)CityFarmer Wrote: Mr. Mobius view on HK-listed China stocks. For those not familiar with the market, ETFs seems a good choice...

Mobius says China's irrational stock market is creating bargains
16 Feb 2016 00:27
[HONG KONG] When Mark Mobius looks at the wreckage of Chinese stocks traded in Hong Kong, he sees bargains.

The Hang Seng China Enterprises Index plunged 49 per cent from its May high through last week, sending valuations to record lows, as concern over China's economic slowdown and heavy-handed state intervention in mainland financial markets spurred outflows.

"The Chinese market has been reacting irrationally and rather violently, possibly due to heightened speculation derived from the government's actions to influence the market," said Mobius, the Franklin Resources Inc money manager who's been investing in emerging markets for more than four decades.
...
BLOOMBERG

Source: Business Times Breaking News

Some utilities stocks, like Huadian (1071), China Resources Power (836) are trading at about 5x pe and below book value.

Huadian fuxin (816.hk) trades at below 0.7x pbv and below 5.x pe

Maybe mobius is colleting these stocks ... who knows .. Big Grin
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Transcript: Zhou Xiaochuan Interview
http://english.caixin.com/2016-02-15/100909181.html
You can find more of my postings in http://investideas.net/forum/
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Ha-ha talk like everything is so good then let the yuan devalue again today.

Sent from my MotoG3 using Tapatalk
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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Kepland's china inventory of housing stocks is quite a good indication of the situation. Yoy, Kepland has launched out more residential units than what it has sold, resulting in a higher no of "remaining units/area for sale". Of course, mgmt being mgmt will say it is more promising as perceived.
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