Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Markets

Here is the collection of articles related to Financial Markets

Markets. 11 May, 2012, 10:35
The CRB commodity index is more or less a stress indicator
The CRB commodity index will be the key indicator to watch for financial stress amid the seemingly escalating Euro crisis.
Markets. 10 May, 2012, 20:02
The consensus has got the S&P 500 2013 EPS wrong, says Morgan Stanley
Morgan Stanley just invented a quantitative model which tells us that the market has been too optimistic about the 2013 EPS of the stock market.
Markets. 7 May, 2012, 15:56
Is EURUSD repeating last year’s path?
EURUSD exchange rate again looks somewhat eerily reminiscent of last year. Today is probably early July 2011.
Markets. 2 May, 2012, 12:06
Mayday Mayday Mayday: Hong Kong Edition
“Sell in May and go away”, it worked in 2008 and 2011 for Hong Kong market. Will it work again this year?
Markets. 24 April, 2012, 13:30
Asian markets are NOT immune to turbulence in developed markets
The chart shows that Asian markets are not at all immune to developed world risks, no matter how strong you think the fundamentals are.
Markets. 22 April, 2012, 1:23
Is the shadow FX rate implying a loss of confidence in Argentina?
The drop in implied shadow FX rate of peso shows that the market is rapidly losing confidence after the nationalisation of YPF.
Markets. 18 April, 2012, 22:38
John Paulson is bearish on Europe and is placing bets that bulls place
John Paulson is making expressing his bearish views by shorting German Bunds, which is the trade that bulls have been doing.
Markets. 18 April, 2012, 14:41
Korean Central Bank to buy Chinese stocks?
The Korean Central Bank is going to diversify its foreign exchange reserve into Chinese stocks, after they bought gold at high prices last year.
Markets. 16 April, 2012, 17:56
Chinese Yuan drops after trading band increased
Chinese Yuan weakens after the trading band is increased. Meanwhile, EURUSD dropped below 1.30 for a minute.
Markets. 12 March, 2012, 18:47
CHART: Hong Kong/China Mega-Bear Market
Here is the latest look of how the bear markets of the post-2007 equities market bubble in Hong Kong and China are playing out.
Markets. 12 March, 2012, 16:55
Revisiting that alternative hypothesis on gold
We revisit the weird alternative hypothesis on gold, and see if it will have anything to do with the Chinese economy.
Markets. 6 January, 2012, 11:55
The most ridiculous interview for the new year
Watch an underperforming fund manager losing her cool on television, saying that Hong Kong is hopeless and invisible hand is controlling the market.
Markets. 12 November, 2011, 3:02
Hong Kong/China Mega-Bear Market Update
Here is the latest look of the mega-bear market of Hong Kong/China market and how it looks compared with other big bear markets.
Markets. 12 November, 2011, 2:10
“Path Uncertain, Destination Ugly”
Amid all the macro risks, while the destination will most probably look very ugly, the path to get there is now highly uncertain.
Markets. 7 November, 2011, 20:04
Aussie Dollar And China’s Power Output
The move in Aussie dollar tracks quite closely with power output and consumption of China.