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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (11434)	11/13/2006 4:28:21 AM
From: TobagoJack	Respond to of 219937

zijin is for real rest do not know, except that buy everything ... Please see below the key summary of today's Fun With Flows: A typical fourth-quarter inflow is underway—Inflows into Asia-dedicated equity funds exceeded US$320mn in each of the past three weeks, taking total inflows to US$1.8bn since the middle of September. Money targeted three countries only. Greater China regional funds, China and Hong Kong country funds took in US$1.6bn altogether; India funds US$240mn; Singapore funds US$208mn. The rest recorded redemptions from funds, not surprisingly led by Korea. To reiterate, fund flows is one of the key determinates of the Nov-Jan rally—In 11 of 14 years when Asian markets rose in the Nov-Jan period, eight coincided with inflows of foreign funds. The exception years were 1998, 2000 and 2001. Taking out these three years, the correlation rises to 0.7 from 0.6. Inflows into equity funds were broadly recorded in other regions—Inflows into Global and International funds are entering their fourth month, with the amounts increasing week after week to US$774mn lately. GEM funds and Latin America equity funds are also seeing these inflows. Meanwhile, AMG Data suggests that inflows to European funds have carried on while redemptions from Japanese funds remained intact (see The Global Investigator by Ajay Kapur). Korea versus Taiwan, foreign investors' pair trade—Year-to-date, foreign investors have sold US$12.4bn of Korean stocks compared with US$12bn net of purchases in the Taiwan market. Net buying in the TIP markets totaled US$5.2bn versus US$7.1bn in the India market alone. Please click <https://www.citigroupgeo.com/pdf/SAP00618.pdf> for this report.