Saturday, December 15, 2007
China Forum - Journal of Indexes
China Forum - Journal of Indexes
A few weeks ago I participated, via email, in this discussion (for lack of a better word) about China.
They asked;
1) Is China underweighted in global benchmarks, and should investors increase their exposure?
2) Is the Chinese equity market a bubble ... and will it pop?
3) How do you view China’s prospects over the next 5-10 years relative to the rest of the market?
The other participants included Jimmy Rogers, Burton Malkiel, Rob Arnott along with some other folks.
Pretty cool.
A few weeks ago I participated, via email, in this discussion (for lack of a better word) about China.
They asked;
1) Is China underweighted in global benchmarks, and should investors increase their exposure?
2) Is the Chinese equity market a bubble ... and will it pop?
3) How do you view China’s prospects over the next 5-10 years relative to the rest of the market?
The other participants included Jimmy Rogers, Burton Malkiel, Rob Arnott along with some other folks.
Pretty cool.
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5 comments:
Great article Roger. I think I will continue to stay clear of China for now as well.
Very OT Roger.
I just got these shots sent to me on the 2007 San Fran Air Show. I thought that since you are a photo buff you might like them. Incredible shots.
http://home.comcast.net/~bzee1a/
thanks for the link the pics are awesome, except for the plane brought to you by Oracle, lol.
Hey Roger:
http://www.reportonbusiness.com/servlet/story/RTGAM.20071218.wretf1218/BNStory/SpecialEvents2/?page=rss&id=RTGAM.20071218.wretf1218
Globe and Mail article on ag etfs with a heads up posting of a double long and double short etf in the process of being listed on the TSX.
cheers
dnf
the inverse funds have helped me a lot this year.
there is clearly a great chance that people will buy too much and get hurt which means more education is needed but used in moderation they can help.
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