The Hang Seng is less weighted towards mainland sticks than the HHI even
Are you sure your general hypothesis is correct? I can't seem to find the link but I read something just today about how the Hong Kong market is where a lot of the larger Chinese companies are, with the mainland exchanges more dominated by smaller firms.
I am not sure it is safe to make macro bets on an intraday scale, so I wouldn't worry too much about missing out, could just as easily have cut you up the other way.
Macro bets are executed intraday sinner...
Uh, sure, aren't all trades executed intraday?
I was only trying to point out that it doesn't seem safe to evaluate the outcome of "the trade of the year" on an intraday basis, but whatever, I'll leave you to your hindsight trades of the year, enjoy.
Brrrr!
Tune in tomorrow folks for the latest episode of Days of our Forums, will they kiss and make up? Or will the bitter feud continue?
See local guides for details.
Whats the point to tune in at all mate, i offered an interesting trade and called it 'hindsight' and then offered the possibility that another one might be about to offer up another opportunity...all i get is some grief about not taking a trade intraday using macro context....WTF?????Isn't that what the spreaders do???
Whats the point to tune in at all mate, i offered an interesting trade and called it 'hindsight' and then offered the possibility that another one might be about to offer up another opportunity...all i get is some grief about not taking a trade intraday using macro context....WTF?????Isn't that what the spreaders do???
08:41(CN) 769 companies halt trading as of today, approx 27% of total listed companies in Shanghai and Shenzhen - Chinese press - Source TradeTheNews.com
My wife's father was virtually begging us to invest, at the top of the market mind you,
How is he?
Well he had all his money tied up in a project deposit, so he had no money to invest...which is lucky...
SKC, Lots of chatter on WeChat about suicides, jumpers mostly. But to be honest i'm not much in touch with the average punter here. My wife's father was virtually begging us to invest, at the top of the market mind you, but i managed to convince him otherwise. That was just before it made another high and collapsed.
From StockTwits...I'm a little pessimistic that a country can manipulate its markets in the short term...long term yeah, QE etc...
But do they really think this will stop the bleeding....
My wife's father was virtually begging us to invest
A few investment newsletters (Big Investment houses - not talking Motley Fool here) were starting to recommend investing into China a few weeks ago...as a loose follower of all markets I couldn't believe the timing. At best it was a very late call to an uptrending market and at worst it was a call to go long at the top of a bubble...what changed (other than price) that caused recommendations to send investment capital to China? The HK link has been up and running for a while now so they can't use that excuse!
Not sure, i know MSCI was looking to include exposure through stock connect to the Shanghai markets for their ETFs, but then they decided they wanted to see some reforms first i think....
1. Quota allocation process. Global investors told MSCI that having reliable access to quota is a critical requirement. They believe that large investors should be given access to quota commensurate with the size of their assets under management. This is especially important for passive investors, whose investment processes replicate benchmarks. In addition, all investors said that they need sufficient flexibility and assurance to secure additional quota should the need arise. Most international investors have indicated a preference for a more streamlined, transparent and predictable quota allocation process.
2. Capital mobility restrictions. Liquidity is a critical component of the investment process. Regardless of the channel they use, investors say that they need access to daily liquidity. They believe that this access should apply to all investment vehicles, including open?ended funds, ETFs and separate accounts. Some investors have continued to express concerns about restrictions on capital lock?up and the limit on the amount of repatriation. Finally, in the context of Stock Connect, investors feel that the daily limit imposed on the “northbound access” (access to Shanghai?listed A?shares through the Hong Kong Stock Exchange) should be lifted because it is a great source of trading uncertainty for passive investors, who typically trade on market close.
3. Beneficial ownership. MSCI applauds CSRC’s recent clarification on the Stock Connect beneficial ownership issue. MSCI expects this clarification to make international investors more confident in using the Stock Connect scheme. Time and actual experience, however, are needed for investors to provide their final assessments. A large number of asset owners invest through separate accounts. Because they typically delegate investment and operational decisions to their fund managers, recognizing clear title to ownership for the ultimate beneficial owners is a crucial concern.
Most certainly don't understand how, as trader, my opinion may change between the start of a sentence and the end of it.
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