正文

“国资阻击战” players:

(2007-10-15 18:44:25) 下一个
1, QDII,

so fare 3000 yi from Chinese mutual funds, plus those from banks. More QDII (中信 etc) are lining up.

their advantage: they have Other People's Money, can take more risk.

their disadvantage: they have to set up positions from the current float. In that way they are running naked now.

their characteristic: relatively inexperienced, tend to be conservative in stock selection at the beginning but will go wilder soon, position management tend to be aggressive since they are pressured to show results in fairly short time frame to please those fund holder within China who have been used to 30% per month.

-------------------

2, international hot money,

most have waked up a little late, such as those from Mid-East and, after being shock seeing what a pervasive and total change in China, for example, Shanghai's cityscape, decided to join the party in a hurry.

less risk taking and a little longer term oriented,

-------------------

3, private money from HK and China

they started to build positions even since A started to have big premium to H, mostly capital from HK, GuangDong/ZheJiang where people have easy access to HK market,

those are really focused and determined for the A/H arbitrage,

-------------------

4, overseas individual investors/speculators betting on China in general

for example, quite some at DQ...






[ 打印 ]
阅读 ()评论 (0)
评论
博主已隐藏评论
博主已关闭评论