atans1

China tua kee, India sua kee

In China, India on 02/04/2019 at 4:43 am

Last month the Nifty 50 index of Indian stocks gained nearly 8% last month to within touching distance of all-time highs. That beats China’s CSI 300, which rose 5.5% over the same period.

But this monthDragon

Where China leads, the hope is that others follow. Two measures of manufacturing activity for China shifted into expansion mode during March, rising above a reading of 50, helping offset disappointing news elsewhere. That sent the CSI 300 index up nearly 3 per cent and leaves the benchmark in positive territory over the past 12 months.

FT

  1. Ahneh stocks have been good to me.

    Since the GFC bottom, ahneh stocks as a whole have quintupled (total returns in SGD terms), compared to cheena stocks which have “only” tripled.

    However looking from the mid-1990s, both ahneh & cheena stocks have similar total returns, close to 800% overall.

    Cheena stocks first became darlings in the run up to the AFC top in Aug 1997, while ahneh stocks were the in-thing in the run up to the Mar 2000 dotcom top.

    Both were darlings again in the EM chiong from 2003-2007.

    Don’t think … take both “kee’s” … better than Sin-kee. LOL!

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