Also sprach Analyst

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

Stocks

News and analysis on global stock markets

On the (absurdly) weak Chinese stock market
Markets, Stocks. 4 December, 2012, 13:19 On the (absurdly) weak Chinese stock market
Can Chinese stock market even bounce?
Shanghai Composite closed below 2000 points
Markets, Stocks. 27 November, 2012, 16:39 Shanghai Composite closed below 2000 points
New closing low.
Greek stock market in historical context
Markets, Stocks. 21 November, 2012, 22:47 Greek stock market in historical context
The decline of Greek stocks from 2007 peak matches that of US stocks during the Great Depression.
Greece’s equities are doing better than…
Markets, Stocks. 20 November, 2012, 20:14 Greece’s equities are doing better than…
… China’s
Chinese stock market seems not impressed by the "recovery"
Markets, Stocks. 16 November, 2012, 15:40 Chinese stock market seems not impressed by the "recovery"
Almost back to post-crisis low.
The "don’t fight the Fed" myth
Markets, Stocks. 15 November, 2012, 13:27 The "don’t fight the Fed" myth
Why QE-Infinity does not seem to be boosting stock prices as in the previous rounds of quantitative easing?
Equities performing in-line with change in analysts’ optimism
Markets, Stocks. 14 November, 2012, 20:34 Equities performing in-line with change in analysts’ optimism
Stocks prices move with earnings outlook.
Is seasonality in VIX making it look more complacent that it really is?
Markets, Stocks. 14 November, 2012, 10:48 Is seasonality in VIX making it look more complacent that it really is?
There seems to be a seasonal low in VIX foward the end of the year.
The decline in Europe risk premium is not sustainable
Markets, Stocks. 12 November, 2012, 11:30 The decline in Europe risk premium is not sustainable
As focus shifts to the fiscal cliff, equity implied vol. fell for Europe relative to the US. But this is probably not sustainable.
The glaring divergence between US and Chinese equities revisited
Markets, Stocks. 5 November, 2012, 23:38 The glaring divergence between US and Chinese equities revisited
Will this glaring gap be closed?
China’s mega-bear market chart revisited
Markets, Stocks. 5 November, 2012, 16:40 China’s mega-bear market chart revisited
The big picture remains unchanged.
PMI and Shanghai Composite
Markets, Stocks. 24 October, 2012, 11:32 PMI and Shanghai Composite
Shanghai composite and PMI’s new orders less inventory measure track each other pretty well, and it is looking bullish now.
US investors are interested in emerging markets again
Markets, Stocks. 9 October, 2012, 4:21 US investors are interested in emerging markets again
US investors’ interest in emerging market is picking up once again.
China is back and down, while World Bank cuts growth forecast
Markets, Stocks. 8 October, 2012, 15:25 China is back and down, while World Bank cuts growth forecast
Shanghai Composite falls in the first day of trading after the Gold week holiday.
Wall Street strategists remain bearish, says BofAML
Markets, Stocks. 2 October, 2012, 0:22 Wall Street strategists remain bearish, says BofAML
Wall Street strategiests remain bearish according to Bank of America Merrill Lynch.
Shanghai composite and PMI’s new orders less inventory [Chart]
Markets, Stocks. 29 September, 2012, 11:32 Shanghai composite and PMI’s new orders less inventory [Chart]
Shanghai composite and PMI’s new orders less inventory measure track each other pretty well.
China’s stock market and political cycles: coincidences to be ignored
Markets, Stocks. 28 September, 2012, 22:10 China’s stock market and political cycles: coincidences to be ignored
Forget about the political cycles.
How to prop up the Chinese stock market
Markets, Stocks. 28 September, 2012, 14:01 How to prop up the Chinese stock market
Massive stimulus could help, but it is not going to turn into a long and sustained bull market.
The bear in a bath
Markets, Stocks. 27 September, 2012, 17:09 The bear in a bath
Albert Edwards is cutting the weighting of equity to 30% while having a bath.
European stocks and political risks [Chart]
Markets, Stocks. 27 September, 2012, 11:59 European stocks and political risks [Chart]
Here is a chart showing Europeen stock market and major political decisions.