Archive for the 'China Stocks' Category
Regarding those increasingly volatile Chinese stocks, there’s a bearish overlay on Chinese material producers because of government controls on prices. Therefore, refiners and marketers like Sinopec (SHI) are operating at forced losses
May 11th, 2008 | Posted in China Stocks, Emerging Markets, Energy Stocks, Trade Ideas | No Comments
I’m becoming convinced that Chinese stocks are presenting an opportunity for swing traders. These particular stocks accomplish their moves in gaps. Here is China Life Insurance (LFC):
To see China Life trading in the $50 range after last year’s parabolic run, which began in many of these names last August, for the institutional long-term buyers, this […]
April 22nd, 2008 | Posted in China Stocks, Emerging Markets, Trade Ideas | No Comments
A great way to take advantage of the excess pessimism in the REIT sector is to buy URE, another geared ETF that holds a portfolio of very strong REITS. Remember, this is also a 2X ETF so it will move twice the regular Real Estate index.
March 4th, 2008 | Posted in China Stocks, Economy, Financial Sector, Home Builders, Trade Ideas | No Comments
Remember, it’s times like these when fortunes are made. Contrarian traders have to buy when most market participants think their stocks are going to be worthless, and sell when these participants think they’ve missed the boat. Now is the time for the former so get your buy orders ready, and let’s make some money.
January 21st, 2008 | Posted in China Stocks, Economy, Energy Stocks, Hedge Funds, Trade Ideas, Trading Discipline | No Comments
It’s great to be a global macro equity trader right now for a couple of reasons I’ll get to in just a second. But first, it’s not often there are widespread global macro strategies being employed by various market participants. Whether you know it or not, there’s a good chance your portfolio has a little […]
October 23rd, 2007 | Posted in Bearish Looks, China Stocks, Commodities, Economy, Emerging Markets, Energy Stocks, Ethanol, Politics, Trade Ideas, Trading Discipline | No Comments
Since we’re on the topic of Chinese stocks, I wanted to bring attention to another one of my favorite Chinese high flyers, Sohu.com. This chart illustrates the rapid surge from mid-August that carried the stock for a 50% run in approx. seven weeks. The horizontal Fibonacci lines are projections made from the initial […]
October 21st, 2007 | Posted in China Stocks, Technical Analysis, Trade Ideas | No Comments
I love scanning the headlines these days only to read all of the incredible pessimism pertaining to Chinese stocks. There are even backhanded references to 1998, after a dizzying run in Internet stocks had thrown all rationalists (aka EMT) into the holding tank where reality often goes into hiding. Although we have seen quite a […]
October 14th, 2007 | Posted in China Stocks, Trade Ideas | No Comments