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Very interesting how the Kospi, HSI and in part the Nk has taken a battering and the SPI and Shanghai have done little the last few days. Who/which one will win out here?
 
Trembling Hand said:
Very interesting how the Kospi, HSI and in part the Nk has taken a battering and the SPI and Shanghai have done little the last few days. Who/which one will win out here?
Click to expand...

I have observed that when Gold price moves/QE easing is in the news, and we (AU) are in earnings season, we are not strongly correlated with ES and AUD moves.

Can't talk for Shanghai though.....
 
MARKETWINNER said:
http://www.thehindubusinessline.com...-global-cues/article5044199.ece?homepage=true

Sensex down 112 points on global cues; FMCG, oil & gas stocks slip
Click to expand...

Marketwinner, why do you think this is important? Whole bunch of markets were down yesterday and some were up... While i encouraged you to post and i am always looking forward to your opinion i will have to agree with others that simply posting a link and sentence that certain market is up is clogging up the thread. We all scan general news and come to the discussion for extra ideas, interesting trades and opinions, not for more general market news. (That and the fact i hate seeing people being abused on the board.)

I would love to know what are you trading, how did you go with the last few trades and perhaps a reason you think a certain opportunity is looking good. For example the latest Fed notes gave no clue as to QE tapering. I expect volatile Asian session today, perhaps a range bound because markets lack direction, dont forget HSBC PMI today which may give it a bit of a interesting twist. But all this is my opinion but it is an opinion and that's what i and others are looking for. Please don't take this the wrong way but just a gentle push for more of your own ideas that you are happy to share.

Happy trading.
 
PMI got things going hey!?

Aussie bonds loved it........

XT 09-13 (Daily) 27_09_2012 - 22_08_2013.jpg
 
The Kospi seems lazy yet and i thought we might get a bit more shorts covering on the Seng, sort of fizzled out now...
 
Trembling Hand said:
PMI got things going hey!?

Aussie bonds loved it........

View attachment 53964
Click to expand...

Im surprised the seng didn't jump more.

This is just a rout in the bonds now. Our long end is so highly correlated to the us 10 year and its just broken through a pretty big level to.

Got this meeting thing tomorrow morning as well so its all a bit of a perfect storm!

Feels over done right now but long term more pain im guessing!
 
CanOz said:
The Kospi seems lazy yet and i thought we might get a bit more shorts covering on the Seng, sort of fizzled out now...
Click to expand...

Nikkei could get a lot of shorts covering if it goes up a bit more, hopefully one will pop and drag the others, might have to wait till after lunch
 
Trembling Hand said:
Think who/whatever has been responsible for that nasty selling the last few days just protected yesterdays close. Lot of bullets fired in the 15 after the PMI and effectively they got nowhere!
Click to expand...

Hasn't retraced much yet, if it gets back up there again can't you just sweep through it for us all please?
 
avion said:
Marketwinner, why do you think this is important? Whole bunch of markets were down yesterday and some were up... While i encouraged you to post and i am always looking forward to your opinion i will have to agree with others that simply posting a link and sentence that certain market is up is clogging up the thread. We all scan general news and come to the discussion for extra ideas, interesting trades and opinions, not for more general market news. (That and the fact i hate seeing people being abused on the board.)

I would love to know what are you trading, how did you go with the last few trades and perhaps a reason you think a certain opportunity is looking good. For example the latest Fed notes gave no clue as to QE tapering. I expect volatile Asian session today, perhaps a range bound because markets lack direction, dont forget HSBC PMI today which may give it a bit of a interesting twist. But all this is my opinion but it is an opinion and that's what i and others are looking for. Please don't take this the wrong way but just a gentle push for more of your own ideas that you are happy to share.

Happy trading.
Click to expand...

Hi Avion

Thank you for your concrete ideas. I really appreciate. I would like to contribute more in the future. Everyday we can learn something. Even from some articles. Yes Whole bunches of markets were down yesterday and some were up.

My general idea is market players have overreacted to tapering. These types of situations create opportunities for some intelligent players. Remember lower currency will benefit some sectors in India. For example if I am correct Tata Tea beverages (Tata Tea) up yesterday in India. Even today at this moment it is up. Please note at the moment I don’t have any position in this stock. I am following all market such as emerging, frontier and developed markets especially few important markets. I joined this forum to learn about Australian market while contributing my knowledge and skills in other areas. I feel this forum in very comfortable for me.

I believe there will be opportunities in developed, frontier and emerging markets in the coming decade. Time to time there will be market hiccups. Those are part of market journey.*

I believe that we are having a market correction in some emerging markets.*In every situation some sectors will outperform others. It was same during period of world wars. Those investors who invested in some exports companies with strong export market will benefit lot in emerging world due to new development. Different funds mangers and investors will have different types of portfolios. Fund managers with right portfolio will outperform others in emerging world. We can expect more volatility in emerging markets in the short run.

Definitely some emerging currencies will have volatility in the coming days and weeks. In the long run there will be more opportunities in emerging world. Emerging world is not dead. We should not forget their huge populations and mega trends in the coming decade*

It is surprise to see frontier markets have seen some positive inflows over the past few weeks.

Please see fowling link.

http://www.cnbc.com/id/100976786

Frontier markets feel the love as emerging peers crumble

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites.
 
Very good MW. Thanks for your input/overview, that's more like it. While my 'investing' is measured in minutes I suspect you are the next Jim Rogers ;) Where are you based?
 

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