Indian and Chinese ETFs

Quote from kenny1924:

Guys, with everything going on the US and Europe, why would we not move our money for the short, intermediate and long term to the ETFs in India and China.

We do not know the 'authencity' of the companies over there since we are happy in the US and consider those to be 'underdeveloped lands'.

There are so MANY of them popping out with just eye-popping returns. Of course, volatility is HUGE, but who cares if they give returns above 10% (I'm not greedy as you can tell) over a 5 year average.

Plus, I do not see any chance of us doing any better over the next 1,3,5,10,15 years individually or cumulatively when looking at these timeframes.

Thanks.

Kenny
More...

I trade the china market almost exclusively, and I'd say that the reason why you say 'why not' - is because the media and CNBC doesn't want the common investor to even know about it, they have a self interest in getting americans to buy US Stocks only.

Fact is, most big speculators and hedge funds are so heavily in these foreign markets, that they are like the last frontier to 'get what you can before...'. It's a feeding frenzy to get the money and run.

The markets are highly volatile, it's like they are on drugs, but if you learn the markets, I actually find them less risky than the US Market. FXI is a great starting point - it reflects the Hang Seng & Shanghai Index mostly. As the other guy said there is a Hong Kong index and Brazil one too. GXC is another china one, but the GXC is almost a mirror of the FXI. I would start with the FXI or GXC (FXI is more liquid). Pro Shares also released 200% levered FXI, long or short, I've been using these lately. China market already on drugs, try getting a double injection of heroine.

Study it. Learn it. China will reward you in the end, you just have to have an open mind.
 
Here is a list of India and China ADRs/ETFs

Regards,
Suri



INDIA
=====
CTSH Cognizant Tech Solutions'A'
EPI Wisdom Tree India Earnings
HDB Hdfc Bank ADS
IBN Icici Bank ADS
IFN India Fund Inc
IGTE iGate Corp
IIF Morgan Stan India Inv Fd
INFY Infosys Technologies ADS
MTE Mahanagar Tel Nigam ADS
PIN PwrShs India Portfolio
PTI Patni Computer Systems Ltd ADR
RDY Dr. Reddy's Labs ADS
REDF Rediff.com India ADS
SAY Satyam Computer Svcs ADS
SIFY Sify Technologies Ltd ADS
SYNT Syntel Inc
TTM Tata Motors Ltd
WIT Wipro Ltd ADS
WNS WNS Holdings Limited


CHINA
=====

ACH Aluminum Corp Of China ADS
ACTS Actions Semiconductor Co ADS
AOB American Oriental Bioengineeri
ASIA Asiainfo Holdings
ASX Advanced Semiconductor Eng ADS
ATV Acorn International Inc
AUO AU Optronics ADS
BIDU Baidu Inc
BNSO(F) Bonso Electronics Intl
CAAS China Automotive Sys Inc
CBAK China BAK Battery Inc
CEA China Eastern Airlines ADS
CEO CNOOC Ltd ADS
CHA China Telecom ADS
CHINA CDC Corporation Class A
CHL China Mobile Limited
CHT Chunghwa Telecom Co Ltd ADS
CHU China Unicom ADS
CMED China Medical Technologies ADS
CNTF China TechFaith Wireless Comm
COGO Cogo Group Inc
CPSL China Precision Steel Inc
CSIQ Canadian Solar Inc
CSUN China Sunenergy Co Ltd
CTDC China Tech Development Group
CTEL City Telecom(H.K.)ADS
CTRP Ctrip.com Intl
CYD China Yuchai Intl
DSWL Deswell Industries
EDU Oriental Educ & Tech Group
EFUT e-Future Info Technology Inc
FFHL Fuwei Films Co
FMCN Focus Media Holding Spon ADR
FXI iShares FTSE/Xinhua China 25
GAI Global-Tech Advance Innovation
GIGM Gigamedia Ltd
GRRF China Grentech Corp
GSH Guangshen Railway ADS
HIHO Highway Holdings
HMIN Home Inns & Hotels Management
HNP Huaneng Power Intl ADS
HRAY Hurray! Holding Co Ltd
HRBN Harbin Electric Inc
HTX Hutchison Telecom Intl Ltd
JADE LJ Intl
JASO JA Solar Holdings Co Ltd
JOBS 51job Inc
JRJC China Finance Online Ltd ADS
JST Jinpan Intl
KONG KongZhong Corp ADS
LDK LDK Solar Co Ltd
LFC China Life Insurance ADS
LONG eLong Inc ADS
LTON LinkTone Ltd. ADS
MPEL Melco Crown Entertainment Ltd
MR Mindray Medical Intl Limited
NCTY The9 Limited ADS
NINE Ninetowns Internet Technology
NTE Nam Tai Electronics
NTES Netease.com Inc Ads
NWD New Dragon Asia'A'
PTR Petrochina Co Ltd ADR
PWRD Perfect World Co Ltd
QXM QIAO XING Mobile Communication
SCR SIMCERE PHARMACEUTICAL GRP
SEED Origin Agritech Ltd
SHI Sinopec Shanghai Petrochem ADS
SMI SMIC
SNDA Shanda Interactive Entertainmt
SNP China Petro & Chem Corp
SOHU Sohu.com Inc
SOLF Solarfun Power Holdings Co Ltd
SORL SORL Auto Parts Inc
SPIL Siliconware Precision ADS
SPRD Spreadtrum Communications Inc
SSRX 3SBio Inc
STP Suntech Power Holdings Co Ltd
SVA Sinovac Biotech
TBV Tiens Biotech Group USA
TCM TONGJITANG CHINESE MED CO
TOMO TomoTherapy Inc
TSL Trina Solar Ltd
TSM Taiwan Semiconductor Mfg ADS
TSTC Telestone Technologies Corp
UMC United Microelectronics ADS
UTSI UTStarcom Inc
VIMC Vimicro International Corp ADS
XING Qiao Xing Universal Tel
YGE Yingli Energy Hoding Co Ltd
YZC Yanzhou Coal Mining ADS
ZNH China Southern Airlines'H'ADS
 
Thanks Bear Plunger.......

So, are you saying that you do the Proshares of FXI (whatever the symbol is - I can search it) and do short term trading on it?

Are you doing the individual Chinese ADRs also?

It seems that there is quite a dual play with these two, and I am just procrastinating doing this play even though I know that the potential is great.

Can you share any portion of your strategy since you have studied this market more than I have? Do you use technicals only for short term trade or use a combination of Shanghai Index and technicals on the Proshares of FXI?

Please share what you can, and as much as you can to help us newbies.

Thanks.

Kenny
 
Thanks Suri.

Do you play the Chinese ADRs and ETFs?

You are a master at the technicals and can guide a few of us well. I have been to your site also.

Can you please suggest the best way to play 'growing and bullish' markets of Asia?

Any suggestion from you would be highly appreciated and greatly welcomed.

Thanks.

Kenny
 
Quote from kenny1924:

Thanks Suri.

Do you play the Chinese ADRs and ETFs?

You are a master at the technicals and can guide a few of us well. I have been to your site also.

Can you please suggest the best way to play 'growing and bullish' markets of Asia?

Any suggestion from you would be highly appreciated and greatly welcomed.

Thanks.

Kenny
More...



Hi Kenny,

Thanks for your post.

I trade India/China's stocks on the U.S. exchanges similar way to any U.S. stocks using Sector analysis and few specific Chart Patterns...

Not all ADRs, but many have good liquidity/volatility and easily tradable on the U.S. exchanges. I do trade both India/China stocks but tend to like India's ADRs since I am familiar with the companies and how they trade in India's markets and its easy access to the information.

Regards,
Suri
 
Quote from kenny1924:


I like to follow Mark Mobius as a money manager since he has a good 'sense' of valuations of these markets.
More...

How do you follow him--is there a web site where he posts, or...?
 
There is no particular site but I keep searching for updates on his moves and get his news. It is pretty public, but no single site. Even his MF site does not post it regularly.

Kenny
 
Marc Faber Warns Of Up To 30 Percent Correction In Indian Stocks

Posted: 18 Dec 2009 06:11 AM PST

Well-known investment adviser Marc Faber is warning that Indian stocks may experience a significant correction. Bloomberg⤙s Rajhkumar K. Shaaw wrote yesterday:

Indian stocks may fall as much as 30 percent after the benchmark index more than doubled from the year⤙s low in March, investor Marc Faber said.

⤽Valuations are not as cheap as they used to be; a 20 to 30 percent correction won⤙t be unusual,⤝ Faber, publisher of the Gloom, Boom & Doom Report, said in a press conference in Mumbai today. ⤽The markets don⤙t keep going up in a straight line.⤝ He didn⤙t specify a time frame for the decline⤦

Faber said he remains upbeat about the long-term potential for India as consumption rises in the world⤙s second-most populous nation. Banks, infrastructure and mining stocks are among industries he favors, he said.

⤽Even if interest rates go up somewhat, it won⤙t be disastrous for Indian stocks,⤝ he said. ⤽In the long-term, it remains very attractive because of the domestic consumption play.⤝

Bombay Stock Exchange

Source:

⤽Indian Stocks May Fall 30% on Valuation, Faber Says (Update1)⤝
Rajhkumar K. Shaaw
Bloomberg, December 17, 2009

Mark Mobius Predicts 20 Percent Correction In Global Markets

Posted: 18 Dec 2009 05:55 AM PST

Emerging markets veteran Mark Mobius told CNBC-TV18 (India) that he⤙s expecting a significant correction in the world⤙s financial markets. From CNBC⤙s Moneycontrol.com this morning:

Executive Chairman of Templeton Asset Management, Mark Mobius expects a 20% correction in global markets. ⤽That⤙s the kind of correction that we would expect in the bullish environment we’ve had for almost one year now. So, 20% should not be surprising. I was thinking this to be a buy situation resulting in a global 20% correction but it hasn’t happened yet. However, I think we may see that. Of course on an individual market level it can happen. China has already corrected by that much. So that could certainly happen.⤝

Mobius, who has more than 40 years of experience in emerging markets, also talked about the long-term prospects of China and India. From the piece:

Bullish on China and India, Mobius said, ⤽From a longer term perspective we are still quite bullish on both China and India. The growth rates are very high, inflation is low, money supply as you know globally still very high.⤝

Source:

⤽20% correction in global mkts likely: Mark Mobius⤝
Moneycontrol.com (India), December 18, 2009
 
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