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Nick Gogerty

Called it last year. 10% more to go. and most likely significant political change in 8-12 months if group hedonics work.


unimpressed guest

Oh Hush. You called nothing. You picked the top 6 weeks too early, so put away your thesauraus. Anyone who couldn't see it was too high in October (Global Equities, for that matter) was an idiot, or a layperson, who probably "called it" when the sun rose this morning as expected. Go read Hume and keep your links to yourself.


So what is the china market P/E now?

Truth or Talk

I can't statistically prove this, but when the mainland banks went IPO a few years back, I don't think I'd ever seen such glib bullishness. The analyst reports were laden with many risk factors particularly with the consensus groupthink at the time calling for "real" NPLs of 20% or more.

It'll be interesting to see what happens going forward as we no doubt hear stories of Chinese companies who took monies that were supposed to be earmarked for projects but were instead invested in the markets.

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