SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Mattyice12/18/2010 1:26:42 AM
1 Recommendation  Read Replies (1) of 78748
 
Been spending all my time learning everything I can about china and why I shouldn't be negative, I've always felt at least in the near term they are on a road to failure; maybe some comparisons to 29? But the volatility in the equity markets is foreshadowing the property market leaving no obvious parabolic move which makes it trickier, but as sores would say GDP is the underlying trend and for my the prevailing bias would be real estate prices moving parabolic to even high GDP growth which is reinforcing the real estate prices. I believe this is why I get a lashing even among my friends when I speak of a bearish case because equity markets are not reflective of the property markets.

Anyhow, residential and commercial party is going to end. This type of relationship can't last forever, the trick or shall I say work is finding what will actually payoff hence the limited availability of shanghai company's. I suppose you can hold some adr's short, but first up for me is easy... Vale, I'm initiating a shortnposition in vale, i am begginingnto have somewhat of a conviction with this and will keep increasing my holding as well as buying way overvalued austalian dollar put options.

Any thoughts? Someone shoot me down please?!

Side note: what happens to gold if real estate plummits in a market like china? Is there precedent for this? I recall reading where US had large amount of pound and gold reserves in the late 1920s I think. Should change my name to black swanni guess... But gold would actually seem like it could take a beating if china was for e to dump dollars or gold in fear of the rmb actually deflating! Instead of what everyone is scared of which is the opposite. Just a thought.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News