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  1. W

    China to blow up this year...

    An interesting trend channel developing.....
  2. W

    China to blow up this year...

    Oracle, listen and learn from all of the successful, not just widget makers who want to sell widgets. Aaron, before you jump in your V8 and head down to Subway for a 12" meatball sub and litre of coke, say something about whether Chinese property will collapse.
  3. W

    China to blow up this year...

    Look Oracle, if you want to believe the CEO of a public property developer who says she sees no bubbles without explaining what criteria she uses to look for or define a bubble, then invest in SOHO.
  4. W

    China to blow up this year...

    I am glad I didn't take SOHO's initial share offer.
  5. W

    China to blow up this year...

    If she had any brains she would have diversified heavily out of property. If she has, then she isn't betting hundreds of millions on property not tanking. Thought it was an opm public company anyway.....
  6. W

    China to blow up this year...

    check copper and bdi over longer time frames...copper has a long way to fall yet....and bdi never recovered to pre gfc levels.... Will, considering the markets have ranged since oct09, BC will have heaps of time to get back in. Volatility like this is nice to day or swing trade.
  7. W

    China to blow up this year...

    You want more!!!!! LIBOR Euro QE hardly touched it.....but some of the euro yield curves were propped up......keep an eye on the UK's. SSEC Watch it, daily.....Why? cos the govt may have reached a ceiling in ability to finance short term debt.... "China failed to draw enough bids at...
  8. W

    China to blow up this year...

    Boz, have a look at the Euro market futures on Bloomberg, especially the french and italian markets. This is going to be an interesting week. And check the dollar spot index It seems Trichet's attempt to trick the bond vigilantes has blown up in his face....equity markets are going to cop the...
  9. W

    China to blow up this year...

    I thought it was a good read Amadio. The world can't have CAS economies perpetually funding CAD consumption.....unless the CADs have lots of natural wealth to keep selling to foreigners......a bit like Australia.... BC, maybe you are more familiar with autocad and archicad, then econo-cad's. :p
  10. W

    China to blow up this year...

    at what level is the support now? :)
  11. W

    China to blow up this year...

    I can't find one chart for SSE woe to go. It began in 1991, and moved erratically up to 1000 in 1997. IMHO, the last 6 years of trading reveal the influence of credit, global or otherwise.....and the unfolding of Chinese asset inflation and investment dependent growth, in combination...
  12. W

    China to blow up this year...

    you mean before it started raining cheap credit? hope you read that Pettis article BC. It is a fair analysis of the options open to the Chinese government.
  13. W

    China to blow up this year...

    An interesting article by Michael Pettis, via Business Spectator's Karen Maley, highlights the uncertainty of China's options in curbing inflation. Meanwhile, the SSEC has dropped over 20% since last year's high. No wonder the Chinese are buying gold. Whether commodity economies with lots...
  14. W

    China to blow up this year...

    Ordos and here Kangbashi Various Beijing commercial, including Minshen Financial Centre, China Life Plaza, Bank of Communications. Shangai Hangzhou South China Shopping Mall, Dongguan Chenggong There's no disputing there's oversupply of commercial in multiple areas, officially around...
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