End of the China bull?

[notting]

World seems to be wizing up to filthy lies such as -
"China's inflation eases to 1.9 per cent"
AU$ up over weekend down today, miners up this morning then fading to neg.

 

[Uncle Festivus]

Looks like AAPL has to save China all by itself??

But is it enough to reverse the trend??

 

[Uncle Festivus]

China myths busted..........

http://www.prospectmagazine.co.uk/politics/mark-kitto-youll-never-be-chinese-leaving-china/

 

[Joules MM1]

http://www.usfunds.com/investor-res...e-stocks-looking-like-a-bargain/#.UIbr-G88DTo

Chinese Stocks Looking Like a Bargain

October 22, 2012
excerpt

In fact, Pareto Securities found that Chinese implied oil demand came in at an all-time high of 9.8 million barrels per day in September.

etc etc

 

[notting]

Good link Uncle.

Pitty you will not find that kind of article in the Murdoch(China's Wh@re) press.

The power struggles seems to now be going after Wen Jiabao, by allowing this kind of thing to leak.
-http://www.cnbc.com/id/49561942/

I'd say it's in retaliation to Bo's take down.

I hope they don't get Wen, he was one of the better ones, despite the riches. He didn't rise to the top by being a most effective slaughterer and torturer of dissent. Not like machine gun Hu - monster.

The apparent efforts to conceal the wealth reflect the highly charged politics surrounding the country’s ruling elite, many of whom are also enormously wealthy but reluctant to draw attention to their riches. When Bloomberg News reported in June that the extended family of Vice President Xi Jinping, set to become China’s next president, had amassed hundreds of millions of dollars in assets, the Chinese government blocked access inside the country to the Bloomberg Web site.

“In the senior leadership, there’s no family that doesn’t have these problems,” said a former government colleague of Wen Jiabao who has known him for more than 20 years and who spoke on the condition of anonymity. “His enemies are intentionally trying to smear him by letting this leak out.”

And Jules

In fact, Pareto Securities found that Chinese implied oil demand came in at an all-time high of 9.8 million barrels per day in September.

That's simply because they are stocking up whilst prices are down.
Everyone is now thinking China has bottomed. Could be the case whilst it holds together.

 

[notting]

A interesting read on China's economy...
Yes it is a sales page for a $89 report but it has good info on China so please ignore the buy button. I get their reports for free and they provide interesting research but no real trading advice there, you will be late following their recommendations. You have been warned.

SPAM.:bad:

 

[Joules MM1]

China's Economy Will Overtake US In The Next Four Years, Says OECD
Josephine Moulds, The Guardian

Read more: http://www.businessinsider.com/oecd-chinas-economy-will-overtake-us-2012-11#ixzz2Bj0Z9FLf

------------------------------------------------------------------

China’s growing copper fetish
David Keohane | Nov 08 15:24

http://ftalphaville.ft.com/2012/11/08/1253141/chinas-growing-copper-fetish/

 

[notting]

We are the hostile West:

Zhu told me that ''Western values'' like democracy, human rights and freedom are self-serving constructs of the West's hegemonic capitalist class. These ideological weapons are dressed up as ''universal values'' and deployed to infiltrate and brainwash Chinese people via non-government organisations, media platforms and the children of top leaders. This, he said, is the root cause of the ideological warfare that is now raging across China. ''Universal values and red culture are in conflict,'' said Zhu.

Read more: http://www.theage.com.au/world/the-fear-of-freedom-20121110-294yp.html#ixzz2BtmoyI8e

 

[notting]

Worth a listen.
[video]http://video.cnbc.com/gallery/?video=3000127412&play=1[/video]

Suddenly people are starting to talk about China in a far more realistic light, just because of the power transition and recent dip in it's growth reporting and demand weakening.
Wierd.

 

[notting]

Although two of the worlds most hideous and evil creatures - Hu Jintao and Jiang Zemin, will still be pulling the strings behind the scenes in China, I think the new leadership will be much better and hopefully bring a change to the miserable inhuman slaveopoly.

I actually like the look of Xi Jinping!!

I am fearful, however, that the environmental destruction and inhumane policies, that have brought China to its current state, may come home to roost on the status quo, which sadly, may make poor old Xi Jinping an unfortunate and underserving victim and target of the invigerated peoples revenge!

I hope not.

I hope some gradual and good change can arrive but it's hard to see how the citizens can be happy living in a poisoned land.

But, any way, I feel a change of heart for the moment.

 

[Joules MM1]

nominally, china been on a steady stock decline since the bounce high in jul 2009 .......how about Singapore?

Singapore GDP Revised To -5.9% In Q3

excerpt

The manufacturing sector fell 9.6 percent on quarter, following flat growth in the preceding quarter. This was largely due to contraction in the electronics manufacturing cluster, the MTI said. On a year-on-year basis, the manufacturing sector declined 0.8 percent, compared to the 4.6 percent expansion in the previous quarter.

The construction sector climbed 7.7 percent on year, slowing from 12.3 percent in the preceding quarter. On a quarterly basis, the sector contracted by an annualized rate of 17.2 percent, due to a decline in private sector building activities.

http://www.rttnews.com/2007729/singapore-gdp-revised-to-5-9-in-q3.aspx#.UKm4CrAJl7w.twitter

 

[notting]

Currently sticking it's head down through the ground asking the question -
Am I a basket case or not?

 

[>Apocalypto<]

Currently sticking it's head down through the ground asking the question -
Am I a basket case or not?


View attachment 49709

Some support to your double bottom...

http://www.theage.com.au/business/w...-hits-13month-high-survey-20121122-29rrz.html

Nice to see this....

 

[Uncle Festivus]

It would be better if the 'recovery' was organic, but just like every other central bank has done, it will rely on continued 'support'?

Even before the congress, the central bank had moved to ease liquidity by pumping short-term cash into money markets rather than resorting to the interest rate cuts or reduction in banks' required reserve ratios that many investors had expected.

 

[notting]

It would be better if the 'recovery' was organic, but just like every other central bank has done, it will rely on continued 'support'?

Yes and with so much intrenched evil in the Chinese communist dictatorship the risks are still huge and hard to see ever being overcome in a peaceful organic way!
We should never compromise basic human rights etc for business or out of fear of upsetting them, that's just pathetic.
They have no hesitation to treat us any way they can and they have no scruples about the lengths they will go to.
What ever they feel they can get away with they will do it without conscience.
They think human rights are a political weapon!
That's like the Chinese saying we are actually inhumane - inhuman.
http://www.theage.com.au/world/pressure-mounts-on-carr-over-china-rights-abuses-20121124-2a0d6.html

 

[>Apocalypto<]

Yes and with so much intrenched evil in the Chinese communist dictatorship the risks are still huge and hard to see ever being overcome in a peaceful organic way!
We should never compromise basic human rights etc for business or out of fear of upsetting them, that's just pathetic.
They have no hesitation to treat us any way they can and they have no scruples about the lengths they will go to.
What ever they feel they can get away with they will do it without conscience.
They think human rights are a political weapon!
That's like the Chinese saying we are actually inhumane - inhuman.
http://www.theage.com.au/world/pressure-mounts-on-carr-over-china-rights-abuses-20121124-2a0d6.html

ummm i think you're a little mad.

so its ok for us western nations including Australia to arrest people without charge send them to a prison camp in different part of the world hold them with out charge, in full shackles and solitary confinement for over 5 years then say ok your not a threat you can go home now.

Camp x ray, alot of innocent people plucked from their countries and taken there, including one Australian. And we western people can comment on how China acts... please give me a break.

clean up your own back yard before you start to look at others Notting, now don't get me started on how we white Australians have and still treat the Koori people. Yeh the Chinese are monsters....

Piss poor

 

[notting]

What's amazing about the cops testimony is that there is not conscience with respect to the fact that they were happy to do to the citiziens what is now being done to them. It's like it's never even crossed their minds that it's wrong for them to have been imposing the housing traps and far worse horror on the people
It's only no good now because it's the cops copping it from the communist princelings.

 

[Garpal Gumnut]

Yes and with so much intrenched evil in the Chinese communist dictatorship the risks are still huge and hard to see ever being overcome in a peaceful organic way!
We should never compromise basic human rights etc for business or out of fear of upsetting them, that's just pathetic.
They have no hesitation to treat us any way they can and they have no scruples about the lengths they will go to.
What ever they feel they can get away with they will do it without conscience.
They think human rights are a political weapon!
That's like the Chinese saying we are actually inhumane - inhuman.
http://www.theage.com.au/world/pressure-mounts-on-carr-over-china-rights-abuses-20121124-2a0d6.html

Thanks notting.

The China Bull will not end in our lifetime.

For reasons I will not go in to, the Chinese are "different".

Just as are the Japanese.

Their present expansion has two classes of people, slaves and owners.

The latter are children and descendants of the revolution and the post 1949 leaders. They are in charge. what they say goes.

The slaves either work, live and die, or can't get a job if they object, and die earlier.

It is a softer form of the slave culture that exists in North Korea.

But, hey, it works. Presently they are the happiest slaves in Asia. I spoke to a few recently on holiday in Cairns, and they only talked about money, which is the new socialism in China.

The Japanese are quite envious of them, for obvious reasons.

The China Bull has not ended, because the slaves are happy, and the owners control, totally.

It works and will continue to work until the owners undo themselves.

gg

 

[notting]

Hi GG,

Good to see you getting back in the swing.

I agree with much of what you said.

Apart from a few little things.

It is a softer form of the slave culture that exists in North Korea.

Make no mistake North Korea is China!!!
Everything North Korea does is directed out of China.
Remembering China was pretending to be chastising North Korea for it's misile guiding satallight launch. China looks to have differences with North Korea, as a way of trying to sucker the international community into thinking it is not North Korea, and is not involved.
At the same time it was histerical whatching this unfold and a classic give away as China was at the same time trying to look like it was chastising North Korea-

China’s state-run media! failed to recognise the joke of a western satirical magazine called The Onion which ran a piece naming the North Korean dictator “sexiest man alive.” China’s Communist Party news site totally ran with it with a 55-page photo spread of Kim Jong-Un, The Chinese believed that the Onion had seriously named him "The Sexiest Man Alive". China's Daily quickly withdrew the story when they realised The Onion was making a sarcastic joke!!

One of the 55 photoes, didn't take The Chinese Daily too long to get these photos out there. Doesn't take too much of a brain to wonder how the Chinese had so many glorifying photos of the new puppet at the ready!!!!

Quoting the Onion's spoof report, the Chinese newspaper wrote: "With his devastatingly handsome, round face, his boyish charm and his strong, sturdy frame, this Pyongyang-bred heartthrob is every woman's dream come true." - China Peoples Daily

But, hey, it works. Presently they are the happiest slaves in Asia. I spoke to a few recently on holiday in Cairns, and they only talked about money, which is the new socialism in China. It works and will continue to work until the owners undo themselves.

Believe me, the slaves are not the ones touring in Cairns, The ones with enough priveledge to get out and tour are part of the so called rising middle class, who are still conected.

It's true that China's butal rulers have used and controlled their own people since time immamorial, however, with globalisation and social networking revolutions it's going to be very very hard to avoid the inevatable failing of that model. It will come down to simple economics when they realise the genius in being open and free and the prosperity that follows.
They do not want to be left behind.
Their back up North Korean model aint going too well.

 

[notting]

I can't believe Hu is saying "China is now ready to support global growth." As if their little dictator club forcing itself on the people gives a **** about anything about the world apart from their own increase in control and power over it.
The world is recovering with no thanks to them, they put the breaks on when things were looking bleak to try to tip the world over the edge.
Like a coward seeing sudden strength in someone he was bullying suddenly saying, 'I'm trying to help you, I am your friend,' out of fear for what might be the repercussions for what he has done when he felt more powerful.
When Hu opens his horrid little mouth it's like poison entering the atmosphere.

On the other hand all the noises I hear from the new leader and his body language just sound and seem so much better.
This could be very good.
It's so overdue, a real opening up and sense of humanity and universality would be so good for China and the world.