...kini mengadakan promosi bagi peserta yang ingin menyertai seminar untuk dua segmen dengan diskaun sebanyak RM200 serta penginapan percuma (untuk seminar di Pusat Latihan PUABUMI sahaja)......rebutlah peluang mempelajari ilmu pelaburan ini...

Penginapan percuma hanya untuk penyertaan dua segmen di Pusat Latihan PUABUMI Kemaman, Terengganu sahaja...

Barisan Penceramah

Barisan Penceramah
Kami bersedia untuk turun padang membongkar rahsia pelaburan di Bursa Malaysia

Destinasi Seminar

Destinasi Seminar
Pakej Eksklusif Istimewa ~ Seminar Jutawan Saham dan CPO siri ke 3 adalah pembuka untuk tahun 2011 ini di Pusat Latihan PUABUMI pada 8hb dan 9hb Januari 2011

Seminar Jutawan Saham & CPO akan berada di Santuary Resort Cherating pada 15 Januari 2011 ( segmen ekuiti ) dan 16 Januari 2011 ( segmen CPO )

Kem Pelaburan PUABUMI II akan berada di Hotel Midah Kuala Lumpur pada 13 Ogos 2011 ( segmen CPO ) dan 14 Ogos 2011 ( segmen Ekuiti )

Seminar Jutawan Saham & CPO akan berada di Suria City Hotel, Johor Bahru pada 29 Januari 2011 ( segmen ekuiti ) dan 30 Januari 2011 ( segmen CPO )

Thursday, August 27, 2009

Komen terkini...

Komen Pasaran Tempatan oleh Pakar Analisa... GENTING (TP RM7.15– NEUTRAL) 1HFY09 Results Review: A Mixed Bag GENM (TP RM3.25– BUY) 1HFY09 Results Review: No Surprises in the Numbers PETRA ENERGY (TP RM1.54– NEUTRAL) 1HFY09 Results Review: Profits Sink on Poor Sales Mix AZRB (TP RM1.14– BUY) 1HFY09 Results Review: All is Well UMLAND (TP RM1.75– BUY) 1HFY09 Results Review: Above Expectations China and the world stock markets Summary • The recent gyrations of the Shanghai stock index refocused investors on the popular notion that China’s stock market (just like the economy) could lead global markets. • Until now China has made a modest contribution to the aggregate demand of the G3 economies (US, EU and Japan) in terms of growing imports from them , and it is unlikely to do more while its own exports to them are shrinking. This is a classical case of dog chasing its own tail as Chinese exports contain a great deal of imports. However, oversimplified, the summary is “no exports, no imports”. • China has contributed to the demand for metals, now reportedly rapidly peaking as it reflected mostly an inventory adjustment. This was good for Australia and Brazil but not for the G3 economies which are not exporters of commodities. • As the performance of the Chinese economy is not impacting the G3 economies as much as it is commonly thought, then it is difficult to see how the closed Chinese equity market could lead other major bourses. In any case the lagged correlations of returns of the Shanghai Index with the S&P 500 are quite low. • The investment advice is obvious. As long as the tightening monetary policy in China is capping the performance of the Shanghai stock exchange this should be having a purely “local” effect especially on Hong Kong. Basing a global equity strategy solely on the expected performance of the Shanghai Index could be, at worst misleading or at best irrelevant. This is not, however, saying that the longer term performance will not reflect the strong macroeconomics of China. It will. • Footnote: China is having a significant impact on the USD and UST yields through its forex policies. This impact, however, is unrelated to the dynamics of the Shanghai stock market or to China’s imports from the G3.

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Thursday, August 27, 2009

Komen terkini...

Komen Pasaran Tempatan oleh Pakar Analisa... GENTING (TP RM7.15– NEUTRAL) 1HFY09 Results Review: A Mixed Bag GENM (TP RM3.25– BUY) 1HFY09 Results Review: No Surprises in the Numbers PETRA ENERGY (TP RM1.54– NEUTRAL) 1HFY09 Results Review: Profits Sink on Poor Sales Mix AZRB (TP RM1.14– BUY) 1HFY09 Results Review: All is Well UMLAND (TP RM1.75– BUY) 1HFY09 Results Review: Above Expectations China and the world stock markets Summary • The recent gyrations of the Shanghai stock index refocused investors on the popular notion that China’s stock market (just like the economy) could lead global markets. • Until now China has made a modest contribution to the aggregate demand of the G3 economies (US, EU and Japan) in terms of growing imports from them , and it is unlikely to do more while its own exports to them are shrinking. This is a classical case of dog chasing its own tail as Chinese exports contain a great deal of imports. However, oversimplified, the summary is “no exports, no imports”. • China has contributed to the demand for metals, now reportedly rapidly peaking as it reflected mostly an inventory adjustment. This was good for Australia and Brazil but not for the G3 economies which are not exporters of commodities. • As the performance of the Chinese economy is not impacting the G3 economies as much as it is commonly thought, then it is difficult to see how the closed Chinese equity market could lead other major bourses. In any case the lagged correlations of returns of the Shanghai Index with the S&P 500 are quite low. • The investment advice is obvious. As long as the tightening monetary policy in China is capping the performance of the Shanghai stock exchange this should be having a purely “local” effect especially on Hong Kong. Basing a global equity strategy solely on the expected performance of the Shanghai Index could be, at worst misleading or at best irrelevant. This is not, however, saying that the longer term performance will not reflect the strong macroeconomics of China. It will. • Footnote: China is having a significant impact on the USD and UST yields through its forex policies. This impact, however, is unrelated to the dynamics of the Shanghai stock market or to China’s imports from the G3.

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Post a Comment