Bulls, Bears & Bucks #74 China gaat als eerste

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Op donderdag 13 augustus 2015 14:08 schreef Basp1 het volgende:

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Ik ben wel benieuwd wat dit voor de productiesector in het westen gaat inhouden.

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Op donderdag 13 augustus 2015 17:25 schreef Falco het volgende:
Interessante analyse van een kerel die promoveert (Finance) aan de universiteit van Leuven:

https://www.linkedin.com/(...)ng-china-floris-laly

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Minhaj Quazi
Experienced CEO, Marketing advisor and teaching to Quazi's step and junior to adv. A. Baten, entrepreneur & writer

Sam, sorry, you are not frivolous one, certainly, but the data you have possessed it comes up from the garbage only.
Pls. live to Gungju,Beijing or any other big cities in China for the next 3 months then the realization would be that this article is based on hogwash, eye washing, bubbling math only--where no truth lies.

Or just have journey by a train from Gungju railway station to go Beijing for 2700 miles journey then go for Urumqi another 3000 miles journey--you realize what I said---both I did by having read almost 1000 Time, News Week, Fortune paper editions best consultants writings--all made me to write something here only, sorry.

Chinese people know how to work and do hard labor that we BD and somewhere even the USA people don't know! They make gold by their labor not writing on Pulse only, sorry, reality only!

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Jorge Amorim
Project Manager PMO (Sr Mech., Hvac-R & LQ Eng.)
Mr. Floris, how many times did you come to visit China last year? How many times did you come to visit China this year? You wrote: "I find that most views expressed about China are often very naive, sometimes stubbornly bullish, and most of the time far too optimistic".

It seems that you wrote your article based on assumptions of third parties, hearing here and there and based on economic theories after reading some obsolete books holed up in some room at the Université Catholique of Louvain.

After living or visiting China, you will have the opportunity to check the progress, how giant and modern are the buildings, the frenzied consumption, the money floating around all over the place, crowded shopping malls, plenty of new cars and millions of electric scooters circulating, thousands of cranes erecting new buildings, demolishing the obsolete on a large scale to make way for the new. Too many Universities and high quality schools everywhere.
Fantastic speed train and airports, excellent highways connecting all the country, massive bridges. I'm sorry Mr. Floris, but your vision and opinion about China is misguided.
Who has to worry about their poor and affected economies are the other countries in Europe and Latin America that are nearly bankrupt, in particular the Brazil that has a gang of crooks in the Government, who managed to blow up the economy and the country.
China has a great advantage over other countries; punishment to the corrupt guys is heavy and exemplary. It's a basic point to keep any economy forward!

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Minhaj Quazi
Experienced CEO, Marketing advisor and teaching to Quazi's step and junior to adv. A. Baten, entrepreneur & writer

Your all analysis is good or may be applauded too as math is full of there, however, you just omit a vital analysis that is human power! Floris, math is not all in our Economy---it is ultimately the power of innovation,energy and labor management.
Like, there are 4 people in the room, math says---but if you are human it says 2 men and 2 women in the room that math can't distinguish but says 4 people!
People's power is all, China is stand on there only, if you want to kill a country economy, you hit the morality of mass people that is OK, isn't it? I guess the USA wanted China to be raised once, if she now dislikes Chinese rising, may be still there is some chance to be, but basic "ECONOMICS" says not viable!
China is not a Russia! In many ways the USA likes her or She likes the USA==result is super dropper economy now---where all speculation is now a children's bubbling game. Do you know many American couples like to adaptation of child from the China not Russia or India? It has been happening for the almost last thirty years!

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Op vrijdag 14 augustus 2015 10:08 schreef icecreamfarmer_NL het volgende:

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Die comments

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WTF staat hier.

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Ze hebben mooie gebouwen dus het gaat goed.

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Op vrijdag 14 augustus 2015 10:23 schreef Gerolsteiner het volgende:

Mensen zijn zeer capabel om zichzelf voor de gek te houden.

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Op vrijdag 14 augustus 2015 10:23 schreef Gerolsteiner het volgende:

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Ach, dit zijn normale reacties van Chinezen. Als je midden in de bubbel zit is het allemaal fantastisch, dat is/was overal zo en zal altijd zo zijn. Als men niet onrealistisch optimistisch wordt ontstaan die dingen helemaal niet, of althans niet zo extreem.

Mensen zijn zeer capabel om zichzelf voor de gek te houden.

twitter:

XHNews twitterde op maandag 24-08-2015 om 05:31:09 Black Monday! #ChinaStocks join global panic selloff, dive 8.5%, worst since Asian financial crisis at midday http://t.co/nLHoFf34bV reageer retweet

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Op maandag 24 augustus 2015 14:36 schreef fedsingularity het volgende:
Even een crosspost want het andere topic sneeuwt in dit tempo zo onder

Ik vind dit wel een interessante grafiek, vanaf vandaag staat er een lange termijn sell signaal.
Misschien dat TA er niet toe doet maar volgens mij gaan er toch nog meer partijen verkopen als dit soort signalen afgaan.

[ afbeelding ]

twitter:

Brenda_Kelly twitterde op maandag 24-08-2015 om 14:30:16 Limit down on Nasdaq. Can someone just close the stock markets? reageer retweet

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US stock market authorities have been forced to suspend the futures market on the Nasdaq index

Panicking traders have driven it down 5% - the maximum allowed under Wall Street rules before a circuit-breaker is triggered.

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Op maandag 24 augustus 2015 15:09 schreef Sloggi het volgende:
Limit down?

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Op maandag 24 augustus 2015 15:30 schreef simmu het volgende:
my, die damian mc bride ook met zn advies: "Advice on the looming crash, No.1: get hard cash in a safe place now; don't assume banks & cashpoints will be open, or bank cards will work." (ook van die live blog)

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Op maandag 24 augustus 2015 15:00 schreef Perrin het volgende:

twitter:

Brenda_Kelly twitterde op maandag 24-08-2015 om 14:30:16 Limit down on Nasdaq. Can someone just close the stock markets? reageer retweet

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Op maandag 24 augustus 2015 15:56 schreef Perrin het volgende:

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Idd Beman de schuilkelders!!11

_{Nog snel even nalezen: ONZ / Wat zijn de lekkerste smaken soepblikken?}

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Op maandag 24 augustus 2015 15:00 schreef Perrin het volgende:

twitter:

Brenda_Kelly twitterde op maandag 24-08-2015 om 14:30:16 Limit down on Nasdaq. Can someone just close the stock markets? reageer retweet

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Beijing capitulates after spending $200bn to prop up equities

After spending about $200bn buying shares to prop up falling equity prices over the past seven weeks, Beijing capitulated to market forces on Monday by choosing not to intervene as the benchmark Shanghai Composite Index fell 8.5 per cent.

The fall was the worst since February 2007. But unlike on most other days since the government launched an unprecedented effort to reverse plunging equities last month, the “national team” of state-owned stock buyers did not jump in to support the market.

Beijing’s leaders appear to have belatedly decided it is too expensive and ultimately futile to fight gravity in the equity market, especially as the government is now intervening separately on a massive scale to stop its currency from devaluing further.

Since the People’s Bank of China devalued its currency and introduced a new “market-oriented” foreign exchange price-setting mechanism on August 11, it has had to spend as much as $200bn of the country’s foreign exchange reserves to prevent the renminbi from falling more than it wants, according to people familiar with the central bank and its market interventions.

That was more money than the PBoC had spent over the past two years to keep its currency in the desired range against the dollar, these people said.

The scale of the intervention in both equity and currency markets has led many to question whether the Chinese authorities are in control of the situation or whether they have made a series of policy blunders.

“The problem they have now is that they’ve spent as much as $400bn supporting the currency and stock market and they are now worse off than when they started,” said one person with close ties to the PBoC. “I think they got overconfident and underestimated how strong the global reaction would be to the devaluation.”

http://www.ft.com/cms/s/0(...)58-8a9722977189.html