Comments on: China stock jitters look overdone http://blogs.reuters.com/great-debate/2009/09/02/china-stock-jitters-look-overdone/ Tue, 18 Jun 2013 17:40:39 +0000 hourly 1 http://wordpress.org/?v=3.4.2 By: Casper Lab http://blogs.reuters.com/great-debate/2009/09/02/china-stock-jitters-look-overdone/comment-page-1/#comment-22624 Casper Lab Thu, 03 Sep 2009 14:31:35 +0000 http://blogs.reuters.com/great-debate/?p=5151#comment-22624 The Chinese economy is already flawed on 10 levels, atleast. With P/E's like that and the present growth rate, it points to one outcome: cash flow problems. Speaking of which, the US bond book is astounding, the interest payments and close-out maturities must put a lot of pressure on the US cash flow, let alone the the subtle, calculated and callous reverse takeover of US public sector cash flow. Hopefully the US private sector won't fall for that one in future with dividend payments and share buybacks. The Chinese economy is already flawed on 10 levels, atleast. With P/E’s like that and the present growth rate, it points to one outcome: cash flow problems. Speaking of which, the US bond book is astounding, the interest payments and close-out maturities must put a lot of pressure on the US cash flow, let alone the the subtle, calculated and callous reverse takeover of US public sector cash flow. Hopefully the US private sector won’t fall for that one in future with dividend payments and share buybacks.

]]> By: Harold R. Berk http://blogs.reuters.com/great-debate/2009/09/02/china-stock-jitters-look-overdone/comment-page-1/#comment-22599 Harold R. Berk Thu, 03 Sep 2009 08:14:44 +0000 http://blogs.reuters.com/great-debate/?p=5151#comment-22599 The Shanghai exchange is rising dramatically this morning by 5.5%, and the frequent high and low swings suggests an instability that is hard to evaluate, but it is clear the daily swings are not an accurate gauge of economic trends in China. The Shanghai exchange is rising dramatically this morning by 5.5%, and the frequent high and low swings suggests an instability that is hard to evaluate, but it is clear the daily swings are not an accurate gauge of economic trends in China.

]]> By: Haager Neder http://blogs.reuters.com/great-debate/2009/09/02/china-stock-jitters-look-overdone/comment-page-1/#comment-22595 Haager Neder Thu, 03 Sep 2009 07:29:31 +0000 http://blogs.reuters.com/great-debate/?p=5151#comment-22595 It is not the first time to see Chinese stocks rising without support or diving without obvious pressure. As Chinese investors always say that they are actually 'playing' with stocks instead of 'investing' in stocks. Such turbulent-producing ideology may 'play' its leading role right now. It is not the first time to see Chinese stocks rising without support or diving without obvious pressure. As Chinese investors always say that they are actually ‘playing’ with stocks instead of ‘investing’ in stocks. Such turbulent-producing ideology may ‘play’ its leading role right now.

]]> By: who http://blogs.reuters.com/great-debate/2009/09/02/china-stock-jitters-look-overdone/comment-page-1/#comment-22593 who Thu, 03 Sep 2009 07:01:40 +0000 http://blogs.reuters.com/great-debate/?p=5151#comment-22593 Government will be reluctant to "undermining" the economy as the money for reinvigorating the economy, stock markets and housing markets comes from government in its many forms. If it does undermine the markets then it would get its money back and banks will laded with bad debt. Sounds familiar...similar occurring about ten years ago. Now that all loans have been invested in the markets volumes will drop off sharply and any noise about curbing excessive speculation then markets will dive. Corporate earnings - can you believe them? Can they support their PE? Government will be reluctant to “undermining” the economy as the money for reinvigorating the economy, stock markets and housing markets comes from government in its many forms. If it does undermine the markets then it would get its money back and banks will laded with bad debt. Sounds familiar…similar occurring about ten years ago.

Now that all loans have been invested in the markets volumes will drop off sharply and any noise about curbing excessive speculation then markets will dive.

Corporate earnings – can you believe them? Can they support their PE?

]]> By: Casper Lab http://blogs.reuters.com/great-debate/2009/09/02/china-stock-jitters-look-overdone/comment-page-1/#comment-22591 Casper Lab Thu, 03 Sep 2009 06:44:57 +0000 http://blogs.reuters.com/great-debate/?p=5151#comment-22591 Excellent piece ! It ties in international finance with local corporate finance, shows the interrelationships between markets, stocks and bonds and legal aspects. The price-earnings is astounding, hopefully most of the earnings are free cash flows. Excellent piece ! It ties in international finance with local corporate finance, shows the interrelationships between markets, stocks and bonds and legal aspects. The price-earnings is astounding, hopefully most of the earnings are free cash flows.

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