Chinese equities have plunged dramatically in the past few weeks. From being the top performer among emerging markets, the China equity market has entered the bear market with a fall of over 28% in the Shanghai Composite Index from this year’s peak. Despite the decline, the index is still up by just over 15% year-to-date. …
Continue reading ‘China ADRs: A Review Of Year-To-Date Returns’ »
I wrote about high speed rail network in Europe and North America late last year. And before that I wrote another article on high speed rail network in 2013. In this post, let us take a look at the high speed rail and conventional network map in China: Click to enlarge Source: China’s Army Hauls Ass …
Continue reading ‘Conventional and High Speed Rail Map of China’ »
Chinese stocks are red hot this year. Among the BRICs, China is far ahead year-to-date. While the S&P 500 is up 2.36%, the benchmark indices of the BRICs are up higher as shown below: China’s Shanghai Composite: 42.6% India’s Bombay Sensex: 1.2% Brzail’s Sao Paulo Bovespa: 5.5% Russia’s RTS Index: 22.5% Source: WSJ Some Investors may be wondering …
Chinese equities have outperformed India and other emerging market so far this year.The Shanghai Composite is up by about 33% year-to-date while Sensex is basically flat in dollar terms. Yesterday the Sensex fell 2.64% in the local market. Based on the forward P/E ratio Indian stocks are expensive as they are trading above the 10-year average compared to …
Continue reading ‘Comparing the Forward P/E Ratio of China and India’ »
The map below shows the Largest Metropolitan Economies in China 2013-14: Click to enlarge According to a report by The Brooking Institution, two-thirds of metro areas in China ranking among the fastest growing group among the 300 largest metropolitan areas worldwide. The GDP of the Chinese metropolitan regions vary widely with Shanghai at $594 billion to Shantou at …
Continue reading ‘The 48 Largest Metropolitan Economies in China’ »