ALPHA CENTAURO

agosto 31, 2009

China: ADR vs. Acciones Locales

Filed under: Uncategorized — CMARINETTI @ 9:57 pm

Increíble como han outperformed últimamente los ADRs de empresas Chinas (indices FXI por ejemplo) comparado con las acciones locales. He leído arto que ha sobre reaccionado en exceso las Acciones Tipo A que son estas empresas locales, (se puede invertir a través de indice CAF). Para mirarlo….

BIENVENIDOS A LOS NUEVOS INTEGRANTES DE LA COMUNIDAD. DURISIMO PANEL.

Filed under: Uncategorized — CMARINETTI @ 8:47 pm

Abriendo feo el mercado, China sigue siendo el trigger…

Filed under: Uncategorized — CMARINETTI @ 8:46 pm
Market action
Asian equity markets declined on concerns that a tightening in lending was underway in China, threatening the economic recovery. China led on the way down, with the Shanghai Composite plunging 6.7%. Looking at the rest of Asia, the Nikkei dropped 0.4%, or -42 points, to 10,493. The Hang Seng sank 1.9%, or -374 points, to 19,724. The cyclically-sensitive Korean Kospi dropped 1% and India’s Sensex is off 1.7%. In Europe, pretty much the same story, with equities down 0.7% in the aggregate. At home, futures are pointing to a lower open across the major indices. In bondland, we see a slight bid to Treasuries. The 10-year note is rallying 2bps to 3.43%. In the FX market, the US dollar index is flat. On the commodity front, crude oil is down $1.30 to $71.50 a barrel.

ALFA CENTAURO BLOG FINANCIERO PARA CULIEDES

Filed under: Uncategorized — CMARINETTI @ 8:34 pm

Blog de WordPress.com.