SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
Time to boycott Apple?
Explosive sales of the Apple iPad has been making headlines everywhere ever since it was launched in the US on April 3. Also making headlines at the same time was the news about the high rate of suicide among employees of a company called Foxconn in Shenzen, China. I had never heard of Foxconn before [...]
China enters bear market
China is officially in a bear market as the Shanghai Composite index fell over 20% from the highs of 2009. From the chart above, we can see that the index has clearly broken below the trading range noted in my last post Is China a leading indicator? Part 4 on Mar 16.
China has been hit [...]
Is China a leading indicator? Part 4
I have been tracking the Shanghai Composite Index on this blog since August 2009, when it made a sharp 20% correction. When I last looked at the Shanghai Composite Index on December 22, 2009, it looked like it was on the verge of breaking the long-term up trend line that started from November 2008. It [...]
What Chinese Malls Tell Us about the Economic Reality
Below is an article from Elliott Wave International which I thought fits well into our series on China. For a short time only (until March 2, 2010) readers can also download a free report that will give you a perspective of global markets, including Australia, to help you shape your investment theme for 2010.
I am [...]
Year of the Tiger: expect loud roaring
Last Sunday, 14 February 2010 was the start of the Chinese Year of the Tiger. I received lots of emails and text messages from my Malaysian friends with wishes like “May you have a roaring start for the Year of the Tiger” or “May your year ahead roar with success”. I am not superstitious but [...]
Is there really an overcapacity problem in China?
I have been reading about the overcapacity problem in China in financial blogs for quite a few months now. I have seen youtube videos about empty cities in China but there were no hard numbers on how big a problem this is until Jim Chanos announced some findings from his research on China to the [...]
My outlook for 2010
I wish I can be a little bit more enthusiastic when I exchange “Happy New Year” wishes with family and friends. I just cannot do it because deep inside, I think there will be more pain to come in 2010 for investors. When I look at the events that have taken place in the past [...]
Is China a leading indicator? Part 3
Today as I looked at my list of world stock market indices, every major market index in US, Europe and Asia was up, except one – the Shanghai Composite. At the time of writing of this blog post, it was in the red by 0.59%. I guess China did not get memo about the Santa [...]
Is China a leading indicator? Part 2
On August 20, I wrote my first post on this when the Shanghai Composite (SSEC) convincing broke through the multi-month uptrend line. Since then, the index has completed a failed retest of the trend line from the back side and has put in a lower high similar to Jan 08. This is very bearish and [...]
Case for Deflation
Asset deflation is already a foregone conclusion in the US as the price of property and stocks have been falling in the past two years. Price deflation only started to manifest itself later with CPI falling from mid 2008 and finally turning negative in 2009. Those who predicted deflation based their case on falling US [...]
