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Embrace Volatility for Rest of 2013

Embrace Volatility for Rest of 2013

July 2013 (Chinavestor) We argued that high risk had yielded high return in 2013 so far in our last Newsletter, but that is about to change in our view. We are uncertain about the speed of change but the underlying force, e.g. the abundance of easy money, is about to change.

Before examining what we expect going forward, let’s just take a look at the record for June. The Dow Jones Industrial Average (INDEXDJX:.DJI) gave back -1.4% in the month but is still 13.8% up year-to-date (YTD). That is the best first six month performance for the index since 1999!

But Chinese equities and indexes failed to take advantage of such a rally. The Shanghai Composite Index (SHA:000001), measuring the performance of domestic Chinese equities, tumbled -14.0% in June and is down -12.8% YTD.

The Hang Seng Index (INDEXHANGSENG:.HSI), the index of the most liquid blue chips in Hong Kong, fell –7.1% in June and is off –8.2% YTD.

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Hot China Stocks

High Risk Yields High Return So Far

High Risk Yields High Return So Far June 2013 (Chinavestor) Abundance of money flows continued to drive equity markets world wide for the month of May. With no change in policy for the short term, we expect current trends to continue i...
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Hot China Stocks

Liquidity risk is on the rise for Chinese ADRs

Liquidity risk is on the rise for Chinese ADRs May 2013 (Chinavestor) The month of April continued where March left off: surging U.S. equities and falling Chinese counterparts. In fact, the Dow Jones Industrial Average (INDEXDJX:.DJI) and the S&a...
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Hot China Stocks

A Quality Chinese ADR is hard to find

A Quality Chinese ADR is hard to find April, 2013 (Chinavestor) We have turned conservative since last November and have to admit that we did not foresee the winter and spring rallies that have propelled the Dow Jones Industrial Average ...
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Hot China Stocks

Preserve Capital in Down Markets

Preserve Capital in Down Markets February of 2013 was a surprise month to us. While Chinese indexes fell for the month, the Dow continued to advance close to record levels. For the record: the Hang Seng Index (INDEXHANGASENG:.HSI) f...
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