When will the China bubble pop?

toolazy · Aug 17, 2013

china bubble will not pop if gold doesn't pop.

And gld will not pop just yet:

As a gauge of investment sentiment, holdings of SPDR Gold Trust, the world's largest gold-backed ETF, fell just 0.3 tonnes to 912.92 tonnes on Thursday. Rare inflows were seen in the fund twice over the past six sessions but holdings remain at four-year lows.

Read more: http://www.smh.com.au/business/markets/gold-recovery-gathers-steam-20130817-2s327.html#ixzz2cHFbilkw

this can develop in shortcovering frenzy.

syswizard · Aug 18, 2013

Yes, I agree. This is a time for quandary. Deflation has not quite taken hold...that's why gold is holding and so is the red metal.
Once it does....LOOK OUT BELOW.
We'll be back to 2008....after all, we've had a 5 year "run".

elisab · Aug 22, 2013

As soon as the Fed has threatened to withdraw part of the cash, the emerging countries that were advantaged by the easy US money of the last years are now starting to show all the limits of their growth.

toolazy · Aug 22, 2013

Quote from elisab:

As soon as the Fed has threatened to withdraw part of the cash, the emerging countries that were advantaged by the easy US money of the last years are now starting to show all the limits of their growth.

dream on. sorry, US cant afford to withdraw cash.

reason is china will step on stage and increase global influence on expense of US.

It is well played chess game by chinese. maybe americans need better chess players. losing across the board.

elisab · Aug 23, 2013

Quote from toolazy:

dream on. sorry, US cant afford to withdraw cash.

reason is china will step on stage and increase global influence on expense of US.

It is well played chess game by chinese. maybe americans need better chess players. losing across the board.

The market is punishing those countries that have not adopted due reforms to the incredible growth rates of the last few years. Brazil, India, Turkey, Indonesia, etc...the crisis risk in these countries is much high.

Swan Noir · Aug 23, 2013

The "holes" in these countries will be exposed and it is scary.

Swan Noir · Aug 23, 2013

My last post is not meant to imply that the holes here are not even deeper and more frightening but it is amazing what you can cover up and for how long when you are the lynch pin currency.

elisab · Aug 24, 2013

Quote from Swan Noir:

My last post is not meant to imply that the holes here are not even deeper and more frightening but it is amazing what you can cover up and for how long when you are the lynch pin currency.

Anyway, I think that this stress on the emerging bonds is also creating some interesting opprtunities on those financially stronger countries that have adopted reformations during these years.

wrbtrader · Aug 25, 2013

Quote from elisab:

The market is punishing those countries that have not adopted due reforms to the incredible growth rates of the last few years. Brazil, India, Turkey, Indonesia, etc...the crisis risk in these countries is much high.

Strongly agree and its going to get worst.

elisab · Aug 25, 2013

Quote from wrbtrader:

Strongly agree and its going to get worst.

In order to save the Real, Brazil is going to empty its foreign exchange reserves damaging the growth of the economy in the coming months.
http://www.zerohedge.com/news/2013-08-25/three-years-after-warning-currency-war-brazil-goes-all