I have always been a China bull, even in spite of the market relapse in 2010. Yes, the Shanghai Composite Index (SCI) in China had an off year in 2010, losing 14.31%. And, yes, the SCI is lagging the U.S. indices this year. However, its loss is down…
China is on the right path to developing into a rising world economic power as well as a basin for incredible and sustained growth across many sectors, including industrial, mining, energy, services and technology. The reality is that, if it is saleable and in demand, then you know…
Chinese stocks are again the focus of increased attention and speculative trading. In China, the benchmark Shanghai Composite Index (SCI) was rallying and was down less than four percent this year, which is impressive given that the index had been down over 28% earlier in the year. Unfortunately,…
The key in China will be the rapid growth of the country’s middle class. In a recent research finding, Credit Suisse predicted that the household wealth in China will double to $35.0 trillion by around 2015, based on achieving sustainable GDP growth at or near the current growth…
Our Chinese stock recommendations have been rallying and continue to show some strong gains. I remain long-term bullish on China, but you should watch for the short-term volatility. On the chart, the Shanghai Composite Index (SCI) has rallied back above the key 3,000-point level — the second straight…
There's nothing wrong if you are long stocks at this time, as the market continues to want to trend higher and, as an investor or trader, you want to ride this upside wave. However, you should also be careful due to a technically overbought condition and the absence…
Just like most things in life, businesses go through cycles. It's not just the business cycle as represented by the general economy; every business experiences good and tough times no matter what's happening in the rest of the world. Right now there are some good businesses that trade…
China overtook Japan as the world's second largest economy in the second quarter and, in about 15 years China is expected by pundits to become the world's largest economy. In the second quarter, China reported GDP of $1.34 trillion versus $1.29 trillion for Japan, but far lower than…
There have been some decent trades lately in the equity market. The action isn't great, but there's been some good price action related to earnings news from U.S.-listed Chinese stocks. This is a group that's worth watching now, because there is value in this sector. With a lot…
I think it's time that serious equity speculators put Chinese stocks on their radar screen. Domestic Chinese equities have been doing terribly this year. Just pull up a 10-year chart on the Shanghai Composite Index and you'll see the downward price action and volatility. Chinese equities had two…
07/21/10 — China may be the most significant growth market in the world, but there are some real issues that need to be addressed or there could be further weakness going forward. There are increasing signs of a potential slowdown in China. There have been downward revisions in…
— "Calling the Trend" Column, by George Leong, B. Comm. China remains the top growth market in the world. That is why the top technology and industrial companies are expanding aggressively in China. Many technology companies are beginning to move more of their research and development to China.…
There's still a lot of financial reporting going on with smaller, U.S.- listed Chinese stocks. A number of these companies are beating consensus estimates for the fourth quarter and year-end 2009, but visibility for 2010 isn't as robust as investors would like. And so traders are jumping ship…
By George Leong, CFP, MBA — The Leong Side of the Market column The Goldman Sachs Group, Inc. (NYSE/GS) recently came out and suggested that the current selling pressure in China provides buying opportunities, adding that the selling could "provide strategic entry opportunities." I have similar views toward…
By George Leong, CFP, MBA — The Leong Side of the Market column In 2009, it was cool to be in China, where the market action was hot. However, the U.S. has outperformed China so far in 2010, with gains in the NASDAQ and Russell 2000 of over…
By Mitchell Clark, B.Comm. — Ahead of the Street column There's a lot of investment risk in global capital markets, and it isn't going away anytime soon. Fundamentally, sovereign deficits and debt represent the greatest risks to investors going forward. This issue continues to have the potential to…
— "Ahead of the Street" Column, by Mitchell Clark, B. Comm. The stock market definitely needs more news for it to develop any new meaningful trend. As we know, it's a trader's market with a slight positive bias in general investor sentiment. I still think the best place…
—"Calling the Trend Column," by George Leong, B. Comm A friend of mine is in China for a month doing some work. He said that he is amazed by the rate and scope of the development in the country's economic development zones. Wherever he goes, there is something…
— "Ahead of the Street" Column, by Mitchell Clark, B. Comm. A lot of smaller benchmark companies will very soon report as we go into March. One company you'll want to pay attention to is E-House (China) Holdings Ltd. (NYSE/EJ). This Chinese real estate brokerage has extensive operations…
— "Calling the Trend" Column, by George Leong, B.Comm. The benchmark Shanghai Composite Index (SCI) is managing to attract some support at just below 3,000, yet it is still down about eight percent this year. The recent correction was driven by concerns of a real estate and credit…