User: LZ8: China

20170717chinext.png
20170717chinext.png
Chinext plunged 5.1% on Monday as investors fret over tighter regulations.
LZ8
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20170608wins.png
20170608wins.png
WTF China
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20170512chinext.png
20170512chinext.png
Two markets separated by thousands of miles, 15 years, and very different laws, regulations, customs, history...
LZ8
201703mortgage.png
201703mortgage.png
Mortgage lending in Beijing contracted 20% in April thanks to a bundle of buying and selling restrictions implemented...
LZ8
20170508chinext.png
20170508chinext.png
ChiNext broke to a new post-bubble closing low today.
LZ8
20170331wins.png
20170331wins.png
Chinese company. No one can explain what happened. https://www.bloomberg.com/news/articles/2017-03-30/this-chinese-s...
LZ8
20170116chinext.png
20170116chinext.png
The ChiNext bubble playing catch-up with the Nasdaq analog.
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20170116gv_shift.png
20170116gv_shift.png
Early 2016 shift from growth (ChiNext) to value (Shanghai Comp) leadership matches closely with the shift in the U...
LZ8
201607pfainv.png
201607pfainv.png
Private fixed asset investment now in contraction. Total fixed asset investment sinking too... http://investingin...
LZ8
20170627rebar.png
20170627rebar.png
October Steel rebar. Volume 5.6 million, open interest 2.2 million.
LZ8
201606pfainv_sector.png
201606pfainv_sector.png
The Chinese economy is supposed to be rebalancing towards the private sector and services, but private fixed asset...
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201606fai_bdown.png
201606fai_bdown.png
Chinese government is keeping economy afloat with massive investment by SOEs. Much of this money went into land pu...
LZ8
20160602cyb_spx.png
20160602cyb_spx.png
Divergence between CNYUSD and SPX. Rate hikes will put greater downward pressure CNYUSD
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20160505usd.png
20160505usd.png
Does U.S. dollar history repeat? Chinese market sounds ready to buy USD: "Standard Chartered in Hong Kong cu...
LZ8
2016Q1gdp.png
2016Q1gdp.png
China Q1 GDP growth only 1.1% QoQ
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20160309cyboil.png
20160309cyboil.png
It's all about the dollar.
LZ8
20160301chinext.png
20160301chinext.png
Take out 1797 low from Sept 2015 and ChiNext analog predicts 50%+ decline.
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20160107chinext.png
20160107chinext.png
Right on schedule.
LZ8
20160104chinext.png
20160104chinext.png
ChiNext-Nasdaq 2000 analog stays on schedule.
LZ8
20151118chinext.png
20151118chinext.png
Ch Ch Ch ChiNext: has it made the turn? 399006 or CNXT for ETF.
LZ8
20151021chinext.png
20151021chinext.png
This is the ChiNext index today, versus Nasdaq 2000, with the peaks lined up. Is there a better example in exi...
LZ8
201507fxreserves.png
201507fxreserves.png
YoY change in China's FX reserves vs YoY change in yuan.
LZ8
201508m2fx.png
201508m2fx.png
Chinese M2 started outstripping reserve growth in 2011. Yuan devalued at that time and emerging market currencies...
LZ8
20150727chinext.png
20150727chinext.png
ChiNext still tracking Nasdaq 2000
LZ8
201506fxrmb.png
201506fxrmb.png
12 month...
LZ8
20150629chinext2.png
20150629chinext2.png
399006 vs COMPQ
LZ8
20150618chinext.png
20150618chinext.png
That looks toppy. 399006
LZ8
201412reinv.png
201412reinv.png
Chinese real estate investment contracted in December. http://investinginchinesestocks.blogspot.com/2015/01/chinese...
LZ8
20141128adxy.png
20141128adxy.png
Asian Dollar Index (ADXY) breakdown in play.
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201409indprod.png
201409indprod.png
Industrial production falls off a cliff over two months in Liaoning province <a href="http://investinginchinesestocks...
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201409liaoningREinv.png
201409liaoningREinv.png
Real estate investment collapses in heartland of China's heavy industry <a href="http://investinginchinesestocks.b...
LZ8
New Chart
New Chart
Yuan Gold
LZ8
New Chart
New Chart
Yuan exchange rate versus commodities
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0613sfun.png
0613sfun.png
What is interesting to me (as more of a fundamental trader) is this stock was hit with some bad news, but shares a...
LZ8
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20140424centralplanningfail.png
20140424centralplanningfail.png
http://investinginchinesestocks.blogspot.com/2014/04/urbanization-plans-90-of-prefecture.html
LZ8
20140424steel.png
20140424steel.png
Steel trading debt situation is a total mess
LZ8
20140424usdcnh.png
20140424usdcnh.png
Offshore yuan sinks to critical level
LZ8
20140424adxy.png
20140424adxy.png
ADXY 36.9% CNY Still waiting for break of support at 114
LZ8
copper20140308.png
copper20140308.png
Copper plunges on day of China's first onshore bond default. BOM is 2X short a base metals index equally split bet...
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f62c1d3f36d7346.png
f62c1d3f36d7346.png
Offshore Chinese yuan sinks at fastest pace since 9/2011
LZ8
20140124adxy.png
20140124adxy.png
The party starts when ADXY breaks 114. ADXY is 36.9% CNY, 11.8% HKD, 11.6% KRW, 11.5% SGD, 9.2% INR
LZ8
ba516fbe2f61210655603ebe554d850d.jpg
ba516fbe2f61210655603ebe554d850d.jpg
Searches for "cash crunch" on Baidu. Spiking to September levels, when concerns about a cash crunch returned. The...
LZ8
20131220shibor.png
20131220shibor.png
SHIBOR! China's cash crunch is back.
LZ8
growth.jpg
growth.jpg
This chart shows the growth in visitors to the Canton Fair (the China Import Export Fair). The only time the numbe...
LZ8
Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
China m-t-m M2 versus Shanghai Composite Chinese A-share index now less than a 14% drop from hitting 2008 crisi...
LZ8
Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
China's 3000 wealthiest families lost nearly $100 billion in the past year. Several of the wealthiest households (...
LZ8
Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
China month-to-month change in foreign exchange reserves
LZ8
Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
CNY/USD versus gold: slowing/stopped appreciation coincides with weaker gold price
LZ8
Investing in Chinese Stocks—投资大中华地区股市: Chinese hoard dollars
Investing in Chinese Stocks—投资大中华地区股市: Chinese hoard dollars
Chinese are hoarding U.S. dollars and repaying dollar loans, and the ratio of foreign currency loans-to-deposits i...
LZ8
Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
Chinese yuan is almost at the lower limit; either PBOC lowers the daily fixing or it begins the defense of the yua...
LZ8