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Still good to go for China UT ?
Jo_Jo 29-09-2007, 12:01:15 PM



Joined Date: 25-12-2004
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Notice that china fund has been hitting new high lately. Have offloaded to take in some profit as think better not be too greedy as real gain is always better than paper gain

Overall, china is still fundamentally good.Will wait for a correction before buying again as price seems to be on the high side now.


last edited at 29-09-2007, 12:02:12 PM
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magnum 29-09-2007, 12:51:00 PM



Joined Date: 23-06-2007
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just buy 3k first to hv the exposure. if any time got correction, u can always lup up a few k.
the 4th quarter is the strongest. im expecting another 20% from h-shares and china.

no reputable fund house in the world do not hv china in their portfolios. Miss the surge at ur own peril.


last edited at 29-09-2007, 12:54:24 PM
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magnum 29-09-2007, 01:33:19 PM



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just pumped another 40k to china funds today.

Following the launch of the fund by China Asset Management, Merrill Lynch issued a note to clients saying that it believed Jiashi Fund Management, China International Fund Management, Fortune SGAM Fund Management and Fortis Haitong Investment Management may launch their QDII funds within the next few weeks, each raising US$3 billion to US$4 billion.

Merrill Lynch said it conservatively estimated that by end-2008, US$48 billion of mainland liquidity may flow to the Hong Kong stock market or about US$3.3 billion per month on average over the next 15 months.

Meanwhile, the to-be-launched Jiashi QDII, noted Merrill Lynch, will focus on all overseas Chinese equities - those that derive no less than 50 per cent of their revenues from China. These, of course, would include companies listed in Singapore, the US and other markets. 'We believe it's time to explore stocks in these markets,' said Merrill Lynch. It named two stocks: Synear and Yangzijiang.

Yesterday, those who have paid any attention to the market movements in Singapore would have noticed the significant amount of interest in China stocks.

China Xlx, China Hongxing, Wanxiang, Yangzijiang, Synear, China Energy and Midas featured among the top 15 most actively traded stocks yesterday. All posted strong gains.

In anticipation of the QDII fund flows into Singapore, some broking firms have also been advising their remisiers and dealers to buy the good quality China stocks listed here.

I was on the phone with a dealer friend when the announcement came over the public address system in her dealing room. 'It is expected that some of the QDII funds will flow to Singapore. So you all should look at the good quality China stocks here, the likes of Yangzijiang, Synear, China Xlx. These are the types of stocks that the funds would be buying, not the small caps,' the announcement went.

Given the renewed interest in China stocks, I've decided to look through those listed here and ranked them based on their attractiveness as an investment.



last edited at 29-09-2007, 01:43:55 PM
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amozh 29-09-2007, 10:45:51 PM



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magnum wrote :
just pumped another 40k to china funds today.

In anticipation of the QDII fund flows into Singapore, some broking firms have also been advising their remisiers and dealers to buy the good quality China stocks listed here.



So, any advise for me? Should I pump all the rest cash and swith other UT for China. Suddenly I become greedy and don't want to miss the speedboat.

Means also Sing also. Can we say greater China? Or just focus on HongKong.
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Raphael 29-09-2007, 11:11:19 PM



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amozh wrote :
So, any advise for me? Should I pump all the rest cash and swith other UT for China. Suddenly I become greedy and don't want to miss the speedboat.

Means also Sing also. Can we say greater China? Or just focus on HongKong.


Of cos you can bet all on China, hoping to make quick gains!!!!
However, you must be prepared to hold on for a longer term though, if China suddenly crashes down. It gonna be a tsunami wave down if it really declines.

Remember, no one can guarantee how the market performs.
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bikeman 30-09-2007, 12:17:13 AM



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Raphael wrote :

amozh wrote :
So, any advise for me? Should I pump all the rest cash and swith other UT for China. Suddenly I become greedy and don't want to miss the speedboat.

Means also Sing also. Can we say greater China? Or just focus on HongKong.


Of cos you can bet all on China, hoping to make quick gains!!!!
However, you must be prepared to hold on for a longer term though, if China suddenly crashes down. It gonna be a tsunami wave down if it really declines.

Remember, no one can guarantee how the market performs.


Agreed. The over valued market carries a higher risk. Also, do not overlook the high tension at Taiwan Strait.
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magnum 02-10-2007, 01:30:19 PM



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my adding of funds concides concidentally with the surge of funds. I already said to start positioning of h shares surge week after weeks. When the china mkt opens, what u will see is a sudden surge of hk mkt by 15%.
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magnum 02-10-2007, 01:30:32 PM



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also said that there are lots of liquidity coming onto the mkts, Im changing the strategy, going long on stock using cash and CPF on funds.
last edited at 02-10-2007, 01:34:25 PM
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amozh 02-10-2007, 05:54:30 PM



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bikeman wrote :
Agreed. The over valued market carries a higher risk. Also, do not overlook the high tension at Taiwan Strait.


The old saying : Higher Risk - Higher Return. Buy High - Sell Higher.

I don't see tension in Taiwan Strait. At least for whole next year as China must make sure that their Olympiade must success. They already got pressure from Burma case now. Some rumor already suggest China to put pressure on Burma otherwise they will boycott next year.


Anyway, will enjoy the ride while still can. Prepare to dump more ammo on China, Greater China and BRIC. Any letter consist of CHINA is sure bullet train. Just remember must pay attention and prepare cut or switch when the trains is slowing.
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DanielTan 02-10-2007, 08:26:55 PM



Joined Date: 05-09-2007
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Vaticinator wrote :
Hi Daniel

By any measure, China's A share market is expensive.
Supply and Demand... too much money chasing a small amount of equities.

Recently, China opened the door to Hong Kong... now the same amount of money can chase more equities. Thus, we have witnessed Hong Kong's H Shares surging ahead recently of the A share market recently.

Now, make a guess which will be the next market to surge... and by 100% in 2008?...



hi vaticinator
e brought e funds feeling good about china prospect til 2008
cant make out all the information on tat news on A shares H shares
is it something u would advise me to pay attention to?

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George_y 02-10-2007, 08:41:15 PM



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I will say "HGIF Chinese Eq-A SGD" for buy chinese fund.
It outperformed others inside my monitor portfolio
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P11270

Reason for this fund:
H Share: china mainland company listed in hk market
A Share: china mainland company listed in china market
many companies listed in H share also listed in A share, but the price difference is very big, A share stock price much higher than H share. China is going to allow domestic resident to invest HK share market, so H share will go up. And "HGIF Chinese Eq-A SGD" is holding 60+% H share.

Reason for today hk market cheong:
1. US market go up yesterday
2. China one week golden week holiday, many ppl go to hk to invest to the share market (since market not to open mainland yet, they want buy earlier and earn more)

All this is my opinoin only, not suggest you to take it
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Keen2Learn 02-10-2007, 09:12:38 PM



Joined Date: 20-08-2006
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magnum wrote :
my adding of funds concides concidentally with the surge of funds. I already said to start positioning of h shares surge week after weeks. When the china mkt opens, what u will see is a sudden surge of hk mkt by 15%.


Had also loaded 5k on fidelity china focus sgd on monday. I hope that china mkt will surge next week.

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magnum 02-10-2007, 09:25:19 PM



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im deploying 20-40k from my AU stock portfolio back to buy S- shares. Im sure there are at least 2 out of 10 that will be bought by the funds. with 2 funds coming aboard, and 3-4 more to come, its like its diff not to be ..

its just so funny for me to buy SG shares when i expect it the least to happen. now i got no choice not to buy when its stipulated.. only SG, HK and US can buy!!

It wil take 1 day for me to sell all AUS stocks, and TT back on this Fri to buy SG S stocks.
All the analysts out there, pls dun upgrade the BUYs so soon. 1 day can liao..

Even US mkts also cheong.. i will follow where liquidity flows..

last edited at 02-10-2007, 09:28:45 PM
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Wong Sui Jau  (Administrator) 03-10-2007, 10:30:36 AM



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Just don't put all your eggs into one basket. China funds, China stocks, S listed China plays, are all getting a fair amount of momentum play driving them right now. So, don't get too greedy and put everything into them. Such momentum driven markets tend to have high risk and high volatility.
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magnum 03-10-2007, 11:08:46 AM



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shall be treading carefully, waiting for the dust to settle before picking up some long term bargains. I will be shorting some small cap S- shares that is rubbish too. overall my portfolio will be balanced.

last edited at 03-10-2007, 11:09:23 AM
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