Lombardi: Stock Market Commentary & Forecasts, Financial & Economic Analysis Since 1986

Archive for the ‘chinese economy’ Category

Top Opportunity in Mobile Market Lies in China

By | August 15, 2014

China Mobile Leading the Mobile Growth PackThe Chinese economy is showing signs of stalling, but there are numerous areas that continue to show decent growth metrics, including automobiles and mobile phones.

Now, if you think AT&T Inc. (NYSE/T) or Verizon Communications Inc. (NYSE/VZ) are big, take a look at China Mobile Limited (NYSE/CHL). China Mobile is the largest mobile phone operator in China, with about 790 million subscribers as of June 30—that’s more than the entire … Read More

Why China Catches My Eye as a Top Opportunity Right Now

By | July 18, 2014

My Top Three Foreign Investment OpportunitiesA few years ago, investors couldn’t get enough of Chinese stocks. This led to numerous frauds committed by crooks in China that has since tarnished the reputation and reliability of all Chinese companies, whether they’re legitimate or not, despite their operating in one of the top growth areas in the world.

While I’m not focused on Chinese stocks at this moment due to better trading opportunities in the domestic stock … Read More

How to Profit from China’s Shift in Consumer Spending

By | May 16, 2014

China's Consumers Eager Spend; How  Profit from RiseChina is facing some growth issues, but so are the majority of the countries in the Western Hemisphere.

The country’s new government leader, President Xi Jinping, came on board in March 2013 and is planning to change the landscape of China vis-a-vis a new focus on domestic consumption and a reduction in its dependence on exports and foreign demand.

This new plan will take some time to undertake, but if … Read More

Chinese Stocks Promise Higher Potential Gains?

By | March 24, 2014

Three Keys to Profiting from China-Based StocksIf you think Chinese stocks are too speculative to consider and buy, then you need to read what I’m going to say over the next few paragraphs.

Yes, it’s true that China-based companies have subjected U.S. capital markets to erroneous results and reporting in the past and that it is likely continuing to some degree, but that does not mean you should bypass Chinese stocks. You just need to be … Read More

Why the Chinese Economic Slowdown Matters

By | March 11, 2014

Chinese Economy to See Black Swan Type EventUnderstanding the economic slowdown in the Chinese economy is very important because not only does it impact American companies doing business there, but what happens in the Chinese economy—now the second-largest economy in the world—affects the global economy.

While media outlets tell us the Chinese economy will grow by about seven percent this year (30% below the 10% the economy has been growing annually over the past few years), the … Read More

Financial Reports

How to Play the Growth in China

By | February 20, 2014

Why Investors Shouldn't Bypass ChinaFor the first time in more than three years, Chinese stocks are beginning to show some promise for growth investors looking for opportunities outside of the United States.

The benchmark Shanghai Composite Index has moved to just above its close of 2013; hence, it’s more or less in line with the S&P 500 and Dow Jones Industrial Average.

Many of you are aware of my continued bullishness for China, as … Read More

If You Can Take the Risk: My Top Three Chinese Stocks

By | February 13, 2014

Could These High-Risk Stocks Pay OffWe all know about some of the insane valuations with social media and Internet services stocks, such as Twitter, Inc. (NYSE/TWTR), Facebook, Inc. (NASDAQ/FB), and Yelp, Inc. (NYSE/YELP), as I have discussed in these pages before. (Read “Two More Internet Stocks to Watch.”)

These valuations make it extremely risky to buy, as a change in the market perception and valuation could lead to a sell-off in the stock, as was … Read More

Investment Opportunities in Depressed Chinese Stocks

By | February 12, 2014

Where to Find New Investment Opportunities in the Emerging MarketsThe Securities and Exchange Commission (SEC) is currently shutting down numerous Chinese shell companies trading on U.S. exchanges, such as the over-the-counter market and the highly speculative Pink Sheets stock exchange.

This is good and is something the SEC needs to continue to pursue and enforce, so domestic investors can regain some lost confidence towards Chinese stocks.

The American appetite for Chinese stocks has been picking up; albeit, it’s nowhere … Read More

Peak Over for U.S. Travel Stocks, but China’s Travel and Lodging Stocks Just Getting Started

By | January 21, 2014

Chinese Travel and Lodging Stocks to Consider This ChunyunThe Chinese are on the move and unless you enjoy crowds and mass chaos on the roads, rails, and in the sky, I don’t advise you ever go and visit China during this time of the year.

This very intensive travel period is the busiest in the Chinese calendar year—akin to Christmas and Thanksgiving Day, but much more chaotic when you consider the size of the population. In China, it’s … Read More

My Favorite Chinese “Car” Company

By | January 15, 2014

Chinese Roads Spells Opportunity for U.S. InvestorsIf you don’t believe China is the world’s largest auto market, then you probably have never been to Beijing or Shanghai, where the traffic gridlock makes Congress here seem pretty lax.

Despite the Chinese government’s ongoing efforts to regulate the number of vehicles on the country’s roads, especially in the bigger megacities, the Chinese auto market continues to be a major growth market for many foreign automakers, including General Motors … Read More

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