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China stocks and inflation

China stocks and inflation

May, 2011 (Chinavestor) Inflation in emerging markets continues to play a major role in China. We gave a title “Economic growth and inflation drive China stocks in 2011” to the February Newsletter, a statement that is just as relevant now as it was at the beginning of the year. While U.S. tech stocks have pushed the NASDAQ Composite Index (INDEXNASDAQ:.IXIC) to highs not seen since the dotcom boom in 2000, Chinese stocks continue to miss out. The Shanghai Composite Index (SHA:000001), an index measuring investors’ sentiment on the Mainland, fell 0.6 percent in April and is trailing the Dow Jones Industrial Average (INDEXDJX:.DJI) by a wide margin for the year. The Hang Seng Index (INDEXHANGSENG:.HSI), the most widely followed gauge of Hong Kong, eked out a small 0.8 percent gain for the month but is trailing even the Shanghai Composite Index for the year. The China ADR Index, a market cap weighted gauge for U.S. listed Chinese stocks, fared better for the month and YTD yet is still far below major U.S. indices.

Chinese internet stock IPOs continue to play a major role. Investors still remember the record IPO of SouFun Holdings (NASDAQ:SFUN) or the extraordinary run of Youku.com Inc. (NASDAQ:YOKU) after the IPO.  And the latest is just behind us - Renren Inc. (NYSE:RENN). But the newcomers pooped the party for established names like Sina Corp. (NASDAQ:SINA) or Sohu.com Inc. (NASDAQ:SOHU).

This Newsletter will examine trading opportunities for Melco Crown Entertainment (NASDAQ:MPEL) as well as liquid online gamers such as Changyou.com (NASDAQ:CYOU), Shanda Interactive (NASDAQ:SNDA) and Shanda Games (NASDAQ:GAME). The list wouldn't be full without NetEase.com Inc. (NASDAQ:NTES) Giant Interactive (NYSE:GA). Finally, Baidu.com Inc. (NASDAQ:BIDU) will be on the menu for inventors to gain from our perspective.

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Hot China Stocks

How to play Chinese stocks in the second quarter?

How to play Chinese stocks in the second quarter? April, 2011 (Chinavestor) March of 2011 was anything but a usual month. Not only did earnings roll in the fast lane but investors had to digest critical economic news from the U.S., China and Europe ...
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Internet stocks brighten earnings season

Internet stocks brighten earnings season March 2011 (Chinavestor) We said last month that the central theme for 2011 is going to be economic growth and inflation. “This is my story and I’m sticking to it” as the saying goes. We have n...
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Hot China Stocks

Economic growth and inflation drive China stocks in 2011

Economic growth and inflation drive China stocks in 2011 February, 2011 (Chinavestor) The central theme for Chinese equities in 2011 is going to be economic growth and inflation. China, already the second largest economy in the world, churned out a 10 perc...
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Hot China Stocks

China Stock Outlook for 2011

China Stock Outlook for 2011 January, 2011 (Chinavestor) What a difference a year makes! China stock investors were bullish at the beginning of 2010, hoping the 80% gain for the Shanghai Composite Index (SHA:000001) in 2009 was ...
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