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End of the China bull?

Discussion in 'International Markets' started by Uncle Festivus, Feb 1, 2008.

  1. Uncle Festivus

    Uncle Festivus

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    The main point all along with China is that input costs are rising (oil, iron ore & food) and margins are going even more negative ie more companies are operating at a loss thanks to the government subsidising funds and or mis-allocation of funds. All the while an expanding money supply with which to pay for it, as accumulated $US depreciate at a growing rate, along with $US denominated investments.
     
  2. Temjin

    Temjin

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    The Chinese government are doing the right thing. No intervention in the stock market to bail out the risk takers = GOOD. Focus on combating inflation by restricting access to credit through monetary policy and banking reserve requirement = REALLY GOOD.

    At least they admit there is an inflation problem and they are doing everything in their power to control it. Unlike the US...what inflation? So no such thing, let's just keep printing to bail out everyone! (except the middle class/poor)
     
  3. Uncle Festivus

    Uncle Festivus

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    Actually starting to feel a bit sorry for them now - must be a bounce any day now :D. Maybe Rocky & Bullwinkle (Paulson & Bernanke) can offer to show them how real capitalists do it ;).
     

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  4. Uncle Festivus

    Uncle Festivus

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    .......
     
  5. ithatheekret

    ithatheekret

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    I think the big picture that most of the media twits playing where's wally have missed , is that simple thing called need .

    When looking at the emerging countries for buffer in our case and other producer nations to some extent , the majority have there eye focus on China now and a / the build up to India .

    These types have lost sight of the ball and are running up the field alright , but they will either fumble or drop the play , because there's Brazil and quite a few Sth American countries next , as well as other Asian nation like Vietnam etc., to come next .

    These nations have needs . Those needs will grow just as their cities and populations are .

    All will need more infrastructure etc., etc., and will begin to grow economies of their own , that will blossom this time around as they are the ones that can easily set themselves up as bread baskets etc. etc.
     
  6. Kauri

    Kauri E/W Learner

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    End of the China bull?

    aahhh.. you know what they say about bulls in china shops..
     
  7. >Apocalypto<

    >Apocalypto< 20.03.2012

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    stocks rise and stocks fall UF what's your surprise? You think it can just go up and up and up? What u posted is what a normal market does.. All I can see is a coming opportunity.

    regardless of the spin u are whipping up there is a opportunity in the making here in my opinion we just need the time element to confirm it.

    P.S and who said that conventional chart patterns don't pay off check out that double top.
     

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  8. Uncle Festivus

    Uncle Festivus

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    Hi J.

    No, I'm not surprised at all. I have called it all the way.

    No spin to whip up, just hard data as you show too. Make what you want of it. I only present the facts - China is not immune from profit margin erosion from rising inputs. Both China & India are increasingly outsourcing to other 3rd world countries like Thailand?, Vietnam and African nations.

    There is a surprising lack of reporting by anyone of the slump going on in China.

    So how did you 'trade it'?

    In the meantime the rest of the world is helping to pay for their 'progress' in the form of higher prices.
     
  9. CamKawa

    CamKawa

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  10. numbercruncher

    numbercruncher Beware of Dropbears

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    Hows Petrochina hey ? Was the worlds first Trillion Dollar company now down 60pc+ from then !

    Maybe the Chinese are learning all sorts of harsh lessons about credit binges , gambling etc :)

    All the cheap Labor in the world isnt going to save you from a Global slowdown baby.
     
  11. Uncle Festivus

    Uncle Festivus

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    And what a bounce it is. Amazing what you can do with the savings from a lower tax rate ;).

    http://www.marketwatch.com/news/sto...A7E-4DB2-B05D-224D80C5DAC6}&dist=MostReadHome
     

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  12. Uncle Festivus

    Uncle Festivus

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    A China update, or, what happened to our great saviour?

    Australia's eggs in the China basket case?

    A severe recession for Australia and civil revolution for China?

    http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aKXiB34dAAI0

    Coal - the greenies don't have to worry after all?

    http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a3.b0h.nSPww
     
  13. Uncle Festivus

    Uncle Festivus

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    And.....the market's take a tumble on the news China hasn't disconnected......

    The bullish view - the stimuli are working
    The bearish view - the stimuli is promoting a new round of bubbles, pushing the stock market higher but still making things that nobody wants ie steel & aluminium etc etc? Bad news for BHP & RIO etc etc

    http://www.bloomberg.com/apps/news?pid=20601087&sid=az4OW44aUopA&refer=worldwide
     
  14. Aussiejeff

    Aussiejeff

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    I hear a bull in a china shop - and it's roaring in pain.

    Maybe the hero of the story Unca ObamaSan can administer an overdose of bubble-bath balm to ease the badness away.

    Tell me the story again, Puff Daddy....

    :D
     
  15. kennas

    kennas Searching

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    My charts must be upside down.
     
  16. Aussiejeff

    Aussiejeff

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    LOL

    :D :D
     
  17. Uncle Festivus

    Uncle Festivus

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    Intraday futures, right on midday big spike down.

    Time for backtracking - do not offend your biggest lender?

    http://www.bloomberg.com/apps/news?pid=20601087&sid=aIlW3KeVLqW0&refer=home

    Too much steel? Baked%20in%20the%20Cake.jpg
     

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  18. Largesse

    Largesse

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    Black_Swan.jpg


    IS COMETH
     

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  19. kennas

    kennas Searching

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    Yep, China has no money and is bankrupt.

    It will always be the way.

    CNPC secures $35bn to buy energy assets

    Sarah-Jane Tasker | September 10, 2009
    Article from: The Australian

    OIL and gas giant China National Petroleum Corp has secured a $US30 billion ($35bn) low-interest loan from China Development Bank to finance overseas acquisitions, with Australia's lucrative liquefied natural gas assets believed to be on its radar.

    China has aggressively sought opportunities to invest in overseas oil and gas projects, among other resources, with Australia high on its target list.

    CNPC subsidiary PetroChina has already made a significant commitment to Western Australia's massive Gorgon LNG project, agreeing to buy $50bn worth of LNG from the project over 20 years, guaranteeing its viability.

    Analysts said companies with LNG projects about to be developed were likely to be on the Chinese giant's radar, with Santos and Oil Search flagged as potential targets.
     
  20. Uncle Festivus

    Uncle Festivus

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    Not quite, but they do have plenty of USD's that they are frantically trying to swap for things that have real value though - what will the sellers do with USD's??
     
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