China market crash

Discussion in 'Trading' started by Bowgett, Feb 4, 2007.

  1. i read the other day chinese people are buying stocks on margin with their credit cards... so ther eis some excess in there for sure

    like the nasy in 2000
     
    #11     Feb 5, 2007
  2. No one knows.

    My guess is that it will be the start of global liquidity contraction, as all those hedge fund investors realize how exposed to Chinese euphoria they've really been, and begin exacting revenge on the money managers by withdrawing their funds.
     
    #12     Feb 5, 2007
  3. Hmm. Not sure if china will let them! You know how that works - all of a sudden capital controls come in and that's that.

    It just seems like such a long-term buy because of the demographics, although I have already taken significant profits on my china holdings and would only be trading the ETF's with calculated stops at this point if I were to add to my holdings (minus a break lower, of course).
     
    #13     Feb 5, 2007