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  • Editor’s Picks / 07 January 2015 at 8:14 GMT

    Is this the year Chinese stocks enter bull run?

    CNBC
    Chinese stocks may be set for a long-term bull run – the first in more than seven years, according to analysts. Nomura Holdings says China's execution on containing the fallout from credit risks and the physical property market exceeded expectations in 2014. This year will be even better, and the start of a three-year bull rally. Nomura forecasts the MSCI China index will trade in a 60-76 range this year, a rise of around 15% from the end-2014 level to 2015's peak. But it also expects volatility. HSBC has a positive call on China too, while other analysts expect that more households in China will invest in the stock market.
    Read article on CNBC
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    3y
    Neil_Flynn Neil_Flynn
    It's been an amazing rally so far, and it is almost completely down to the Shanghai Hong Kong Connect program, which has seen capital flood into China....
    3y
    vegasshambles vegasshambles
    Hi Neil, what extent do you think China margin accounts have in all this...seen some explosive growth in last few months....perhaps all the macu gamblers are now...
    3y
    Neil_Flynn Neil_Flynn
    The SH-HK Connect has caused a snowball effect. Because we saw capital inflows from foreign accounts, the Shanghai exchange started to rally 3-5% a day, and Chinese...
  • 3y
    HILFX HILFX
    Now that's a nice looking portfolio, well done Hrnielsen!
    3y
    Hrnielsen Hrnielsen
    Thanks HILFX – nice trading yourself
    Remarkable what a good data miner can analyze
    3y
    HILFX HILFX
    I love it, that's a brilliant idea!! I can't believe I didn't think of that earlier, I needed an edge to create a portfolio.. data mining it...
  • Article / 29 October 2014 at 14:36 GMT

    Is Alibaba headed over $100?

    Head of Editorial Content / Saxo Bank
    Denmark
    Is Alibaba headed over $100?
    Alibaba is in the news again today, as yesterday's trading pushed its market valuation (by revenues) past that of Wal-Mart, making it the world's largest retailer. Given all the speculation afoot, TradingFloor.com sat down with Saxo Bank equities head Peter Garnry to get a sense of where the company might be headed.
    Read the article
    3y
    Neil_Flynn Neil_Flynn
    We're going to see Alibaba expanding the South East Asian market, after their investment in SingPost. It's a market whose consumers have similar buying habits to the...
  • Article / 01 October 2014 at 11:35 GMT

    Asian equity picks down, but certainly not out

    Head of Equity Strategy / Saxo Bank
    Denmark
    Asian equity picks down, but certainly not out
    The past week saw further tough times for our top Asia Pacific equities list, as a 5.6% loss at Nomura Holdings offset strong gains at Nitori Holdings and Fuji Heavy Industries. Overall, the list ended the week down 0.4%, with the MSCI Asia Pacific index down 1.4%.
    Read the article
  • Article / 16 September 2014 at 11:00 GMT

    Credit crunch could sink the Chi-tanic: Ambrose Evans-Pritchard

    TradingFloor.com Team / Saxo Bank
    Denmark
    Credit crunch could sink the Chi-tanic: Ambrose Evans-Pritchard
    Industrial production, electricity output, new credit, and property sales are all down in China — but Beijing appears determined not to blink. According to Ambrose Evans-Pritchard, both the Communist Party's once-profligate lending policies and its new restraint could see the Middle Kingdom headed for a crash.
    Read the article
    4y
    Martin O'Rourke Martin O'Rourke
    Nice headline!