Diskusjon Triggere PortefĂžljer AksjonĂŠrlister

Makro, indeks, valuta 🌎

Makro
#141

Ja, bra samarbeid her! HÄper vi hjalp noen flere pÄ forumet.

Dersom vi har rett sÄ er dette uansett bare begynnelsen - men vi fÄr regne med at det blir en hakkete kurve nedover.

1 Like
#142

China is cutting down on its coal habit. In the first four months of 2015, the country consumed almost 8% less coal than in the same period a year earlier, according to a report by Greenpeace/Energydesk China

Hvis man trenger mindre stÄl, sÄ trenger man ogsÄ mindre kull. Dette stemmer ogsÄ bra med f.eks fallet i transport pÄ jernbanenettverket. Samtidig, sÄ har ikke elektrisitetsproduksjonen gÄtt ned, sÄ ikke et veldig klart tegn om nedgangstider. Kanskje bare en utflating?

Off-topic: nedgangen i bruk av kull tilsvarer utslippene fra Storbritannia, sÄ bra for miljÞet! :smiley:

2 Likes
#143

“I think concern on solely China is bizarre because I think what today is rather painfully demonstrating is that what people have referred to as China’s problem is actually the world’s problem,”

1 Like
#144

Er amerikanske aksjer enda mer overvurdert enn kinesiske?

First of all, just because China’s stock market is cheaper than the U.S. stock market doesn’t mean Chinese shares are undervalued. Many people think the U.S. stock market is overvalued because the nation’s economic growth has been middling. China is growing fast, but it’s slowing. All of that comes into play when you are valuing a stock market.

2 Likes
#145

Vink farvell til Bear Markedet
 Kina viser Vesten finger igjen
 Short Squeeze Vestlige idioter gÄr pÄ trynet igjen. Fortsettelse fÞlger :wink:

BEIJING: In a surprise move, China today allowed its $547 billion pension fund, the world’s largest, to be invested in its volatile stock market barely weeks after its biggest crash which wiped out about $four trillion capital between June and July.

The State Council, China’s cabinet published the final guideline on investment for the world’s second largest economy’s massive pension fund, effectively opening the gate for more diversified and riskier products.

The final plan, released after considering public opinion, allows the pension fund to be invested in new products, including domestic stock markets, but restricts the maximum proportion of investments in stocks and equities to 30 per cent of total net assets, state-run Xinhua news agency reported.

The fund will also be used to participate in major projects and purchase shares in state-owned enterprises to gain long-term yields, the report said.

The government defended the move saying it is intended to create more value for the massive fund, which was previously parked in banks or invested in treasury bonds with low yields, a condition that has long spurred calls for changes as China faces a huge challenge in caring for its increasing elderly population.

While pushing for diversified investments, the cabinet stressed an “active and cautious” approach in the process.

“The management of the funds must prioritise safety and firmly control risks,” it said.

China’s pension fund, which accounts for roughly 90 per cent of the country’s total social security fund pool, had net assets of 3.5 trillion yuan ($547 billion) in 2014.

The risky move came as after the recent sell-off which according to the official media reports wiped out $4 trillion in market value between June and July.

Following this, over 20 million small investors deserted the stock markets despite a series steps announced by the government to infuse confidence in the markets, which staged recovery of sorts amid infusion of capital by state-run financial institutions.

The move to permit pension funds also comes in the immediate backdrop of China devaluing its currency by about four per cent amid the economic slowdown.

The move was largely interpreted as an attempt to boost the sagging exports.

Some economists are linking the central bank’s move to China’s bid to get the yuan included in the Special Drawing Rights (SDR), international reserve currencies used by the International Monetary Fund (IMF).

An IMF forecast of Chinese economy said the world’s second largest economy will grow at 6.8 per cent, which is lower than the seven per cent target set by the government.

In its recent World Economic Outlook Update, the IMF forecast the Chinese economy to grow 6.3 per cent in 2016 and 6 per cent for 2017.

Shanghai: China isn’t the only country resorting to extraordinary measures to shore up its tumbling stock market.

Taiwan on Sunday slapped a ban on short-selling of borrowed stocks at prices lower than the previous day’s close, while South Korea’s finance ministry said it will act “pre-emptively” after the nation’s largest exchange-traded fund suffered the biggest weekly withdrawal since its inception 15 years ago. China itself said over the weekend it will allow pension funds to invest in stocks for the first time, while penalizing major shareholders at publicly traded companies for violating rules that limit stake sales.

Benchmark stock gauges in Taiwan, Hong Kong and Indonesia entered bear markets last week after sliding at least 20% from recent peaks as China’s surprise devaluation of the yuan and prospects for the first US interest-rate increase since 2006 triggered concern competitive devaluations will hurt economic growth and fund outflows will accelerate.

“Hopefully, Asian governments don’t panic from the current market turmoil and resort to knee-jerk decisions,” said Sandy Mehta, the chief executive officer of Hong Kong-based Value Investment Principals. “Competitive currency devaluations can become a zero-sum game if all countries resort to it.”

In South Korea, financial authorities were ordered to hold meetings to monitor the markets and implement measures when necessary, the country’s Financial Services Commission said.

Korean tensions

Tensions between North and South Korea also drove the iShares MSCI South Korea Capped ETF, the largest exchange-traded fund tracking the country’s stocks, to its biggest weekly withdrawal since inception in 2000. Traders pulled $195.4 million from the ETF, whose top holdings include Samsung Electronics Co. and Hyundai Motor Co., in the five trading days ended 21 August, according to data compiled by Bloomberg.

Taiwan’s financial watchdog imposed the ban on short-selling of borrowed stocks and depository receipts, the Financial Supervisory Commission announced. The measure will take effect on Monday, it said.

While the rule doesn’t apply to brokerages and futures brokers who are shorting for hedging purposes, the regulator is working to encourage the financial industry to hold shares of listed companies, it said on its website. Taiwan’s benchmark index fell 5.2% last week.

In Indonesia, the nation’s largest fund manager is taking the slump that’s driven stocks into a bear market as the cue to start buying again.

China penalties

BPJS Ketenagakerjaan, which manages around 193 trillion rupiah ($13.8 billion), will enter the equities market along with other state-owned institutional investors, Elvyn Masassya, its president director, said in a text message on Sunday. Shares are “relatively cheap,” he said, without naming any.

China securities regulator said late Friday it will penalize major shareholders at publicly traded companies, such as Southwest Securities Co. and Guoxing Rongda Real Estate Co., for violating rules that limit stake sales.

The China Securities Regulatory Commission’s investigation focuses on whether shareholders sold their stakes beyond what rules allow, if they sold them during a moratorium period and whether they made timely disclosures, Zhang Xiaojun, a spokesman for the regulator in Beijing, told reporters. The benchmark Shanghai Composite Index plunged 4.3% on Friday, coming within one point of wiping out an 18% rebound since the 8 July low.

The State Council, or cabinet, on Sunday announced it will allow pension funds to invest in new products, including the stock markets, while restricting the maximum proportion of investments in equities to 30% of total net assets. Pension funds had net assets of 3.5 trillion yuan ($547 billion) by the end of 2014, the official Xinhua News Agency reported. Bloomberg

#146

Uken starter med full panikk pÄ de asiatiske bÞrsene.

http://m.hegnar.no/hegnar/article/320/bors/artikkel559733/0/0

3 Likes
#147

Tipper Oslo bĂžrs ned 4.5% i dag.

2 Likes
#148

Hþres ut som et godt tips, og verre skal det bli utover uka


1 Like
#149

Wall Street forbereder seg pÄ brutal Äpning
Det gÄr - ikke uventet - mot en knallrÞd bÞrsÄpning i New York.

#150

Ganske rÞdt i dag ogsÄ i USA gitt

#151

Var det noen som sĂ„ den veldig gode dokumentaren pĂ„ NRK2 i kveld om Martin Armstrong som allerede i 1998 spĂ„dde alt i fra, asiakrisa, finanskrisa i 2007, Hellas krisa og nÄ i 4. kvartal 2015 the Big Boom Debt crisis.
Denne linken var ikke den samme dokumentaren, men omhandler hans sykluser og spĂ„dommer. Han ble fengslet i 7 Ă„r uten dom fordi megtige pengefolk i USA ville ha “koden” hans.







1 Like
#152

Skikkelig berg-og-dalbane. Åpnet rett ned, hentet seg nesten helt inn, en god del aksjer i pluss og sĂ„ nesten 4% i minus til slutt.

1 Like
#153

Armstrong har visst sin egen you tube kanal.

Link her:
https://www.youtube.com/channel/UCaoSDiNkFmGQfvhvZMWxOHw

og Blogg:
http://www.armstrongeconomics.com/armstrong_economics_blog

1 Like
#154

Verdt Ă„ merke seg at q42015 handler mer om politikk enn aksjekurser:

“This target 2016 in politics is anything but politics as usual on a global scale. The old career politicians have overstayed their welcome — it is time to get out of town! This is all about the ECM — 2015.75 should be the PEAK in government — not stock markets. Everything is connected. This is not just about the stock market and gold. There is a lot more on the table here and people are oblivious to the global trend these days.”

Fra Bloggen hans.

1 Like
#155

Futurene I USA opp +1.35% sÄ langt :wink:

1 Like
#156

Wrooom Wrooom
 +1% sÄ langt :smiley:

EDIT: Jadda rundet +1.5% nÄ  hehehe
 puh, ble mye tap I gĂ„r men har kjempepluss nĂ„ :smiley:

3 Likes
#157

Selv etter Ä trekke i fra tapet i gÄr? Kan fort snu ned igjen da sÄ pass pÄ :wink:

#158

Ja du mÄ forstÄ at det har vÊrt veldig lukrativt med bull derivater :slight_smile:

1 Like
#159

Dunket inn 35% pÄ -5.2 I gÄr og knallet inn 65% pÄ -7.45
 Siste bolken var jo bare i gÄr +2.%
 FÄtt videre +2% i dag pÄ hele beholdningen. I tillegg sÄ er det og mye psykologi i derivatene
 Om du tar dem nÄr fall hastigheten er stÞrst
 som ved 7.5% i gÄr
 SÄ fÄr du dem flere kroner billigere enn Index skulle tilsi. Konge deal dette gutter. Vi er pÄ 560 folkens
 Veien er opp om du husker hvor vi var 1 mnd siden

#160

No shit