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Thinking Outside The box (Overseas Investment Series)
young
#271 Posted : Monday, November 22, 2010 12:41:52 AM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
China News PBOC to raise RRR for depository institutions by 0.5ppt


The People's Bank of China has decided to raise the RMB
reserve requirement ratio (RRR) for depository financial institutions by 0.5
percentage points, effective from 29 November 2010. The second upward adjustment
in two weeks, or fifth upward adjustment this year, will increase the RRR to
18%.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
young
#272 Posted : Monday, November 22, 2010 5:17:27 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
Battered by series of negative news, including HK substantially increase stamp duty as well as upward adjustment of reserve ratio, HK stock market dropped on Monday. However, HK market overall selling pressure is not substantial with the HSI falling near 220 points while the Hang Seng Index narrowed its loss to 82 points to 23,524. Market turnover dropped to HK$79.6bn, reflecting market is not in panic. HK government launched harsh measures to hit property market, HK property play declined with major property stocks like Sino Land (0083.HK) and SHK Properties (0016.HK) fell 5.6% and 3.1% each. Mainland banking sector also retreated as PBC adjust RRR upward but not interest rate.




The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
young
#273 Posted : Tuesday, November 23, 2010 4:23:10 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
Hong Kong shares ended lower for the third consecutive session Tuesday, dragged lower by concerns of geopolitical tension on the Korean peninsula, while weakness in China's A-shares weighed on Chinese firms.

The Hang Seng Index declined 627.88 points, or 2.67%, to 22,896.14. It traded between 22,871.11 and 23,322.17. Market volume strengthened to HK$92.24 billion from HK$79.65 billion Monday.

North Korea fired scores of artillery rockets at South Korea's Big Yeonpyeong island Tuesday afternoon, inflaming simmering worries on the nuclear-armed peninsula and sending regional markets generally lower.

Still, analysts said they don't expect full-scale North-South Korea conflict, with Fitch saying such an occurrence would be 'very unlikely.' Still, the ratings agency added that it will review South Korea's ratings if it believes tensions could escalate.

While traders were waiting for clarity on the situation. Fulbright Securities General Manager Francis Lun said: 'Isn't that the North Koreans' usual tactic when they want something?' He said he expects any further fall in the Hong Kong market to be limited, with support at roughly 50% retracement of the Hang Seng Index's rally since Sept. 1.

The Hang Seng Index had risen from Aug. 31's closing level of 20,536 to a more than two-and-half year peak of 24,988 on Nov. 8. A 50% retracement would put support at 22,762.

Castor Pang, research director at Cinda International, said he believes Hong Kong market is still in a bull market. 'In a bull market, whenever the index falls below the 50-day moving average, it's usually a good buying opportunity,' Pang said.

The Hang Seng Index's 50-day moving average stood at 23,180.

In China, the Shanghai Composite Index ended 1.9% lower at 2,828.28, as investors there continued to fret over more tightening moves.

'We believe there is an increasing chance of the central bank raising interest rates before the end of the year to curb the surging inflation,' said Zhang Fan, a Shanghai-based analyst at UOB KayHian.

China's October consumer price index data issued earlier this month showed a higher-than-expected 4.4% year-on-year increase, stoking fears the People's Bank of China will raise interest rates to combat inflation pressure.

All 45 Hang Seng Index constituents ended in negative territory, with more than a third of the companies plunging by more than 3%.

Chinese firms tracked losses in mainland China, with Ping An leading losses. The insurer shed 4.4% to HK$89.35 after falling 1.0% Monday following its president's plan to retire early.

Citic Bank fell 4.0% to HK$5.50, Bank of China was down 4.0% at HK$4.10, and Citic Pacific shed 3.6% to HK$20.20.

Property firms continued to fall on the Hong Kong government's property tightening measures issued after the market closed Friday.

Cheung Kong was down 4.5% at HK$111.50, Sino Land shed 3.8% to HK$14.82, and Sun Hung Kai Properties fell 3.3% to HK$124.00.

The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
PKoli
#274 Posted : Tuesday, November 23, 2010 11:50:11 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
Mzee Young, during our sojourn to Uganda, did you ever think of the new kid on the block Rwanda? We are now with Blariwa IPO. Do you think the two economies are closely integrated or there is more likelihood of upsurge in Uganda than Rwanda?
mwanahisa
#275 Posted : Wednesday, November 24, 2010 9:17:06 AM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
The North-Korea-attack-induced sharp drops of yesterday seem to have reversed this morning. Asian markets are generally up this morning, together with most commodities, save for gold.
young
#276 Posted : Wednesday, November 24, 2010 2:56:53 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
@Pkoli,

With my stock investment in Kenya and Uganda in view I am done with East Africa.

I am not getting younger as I will be 50 in 18 months time so I will rather consolidate in the years ahead God willing.

In Africa, I invest in

East Africa :- Kenya /Uganda
West Africa:- Nigeria / Ghana
Southern Africa:- RSA / Botswana

I believe I have had enough spread. My only regret is my inability to invest in Egypt, but I have forgotten about it. I was bluntly re refused on three sperate occasions without any plausible reason.

The above in Africa is enough for a life time.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
young
#277 Posted : Wednesday, November 24, 2010 3:08:20 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
Yep @mwanahisa you are absolutely right.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
young
#278 Posted : Wednesday, November 24, 2010 3:10:08 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
Yep @mwanahisa you are absolutely right.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
young
#279 Posted : Wednesday, November 24, 2010 3:11:48 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
Yep @mwanahisa you are absolutely right.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
young
#280 Posted : Wednesday, November 24, 2010 3:20:59 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
Hong Kong shares snapped a three-day losing streak Wednesday, as investors concluded geopolitical tensions on the Korean peninsula wouldn't likely escalate further.

The blue-chip Hang Seng Index rose 127.72 points, or 0.6%, to 23,023.86 after trading between 22,971.21 and 23,166.69 during the session.

Market volume totaled HK$82.31 billion, down from HK$92.24 billion Tuesday.

Analysts said they expect the index to trade between 22,800 and 23,500 the rest of the week as investors are likely to stay cautious despite the recovery today.

'Obviously we were a little bit oversold because of the Korea news,' said Tanrich Securities Investment Manager Jackson Wong. 'But we are still in a weak trend now. Everybody's treading water and waiting for more news on North and South Korea, and Europe.'

Shares recovered some of Tuesday's losses following North Korea's artillery attack on a South Korean island, which prompted retaliation from South Korea. The Hang Seng Index declined 627.88 points, or 2.67%, to 22,896.14 Tuesday after the incident.

Investors also remained concerned about European nations' debt as they shifted their attention to Portugal and Spain after Ireland agreed to a bailout package on Sunday.

Linus Yip, strategist at First Shanghai, said that expectations China would introduce further tightening policies are likely to continue to weigh on stocks. 'The index is still on a downtrend in the near term, while today's rise is merely a technical rebound,' he said.

Hong Kong property firms led the recovery. Cheung Kong, the territory's largest developer by market capitalization, rose 2.2% to HK$113.90, and Sun Hung Kai Properties, the second-largest developer, rose 1.5% to HK$125.90. Hang Lung Properties ended 1.9% higher at HK$35.30.

Goodbaby rose 18.4% on its first day of trade to HK$5.80 versus its initial public offering price of HK$4.90. VC Group said in a report the company produced one of every 2.9 strollers in China, North America and the European market combined in 2009
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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