Don't know for sure how much it will neutralize the European
situation, but I am increasing longer term China exposure at
minimum. Looks like a good R/R to me.
I would think some of this rate cut has been priced in already,
so it will be interesting to see how this plays out after the
initial knee jerk wears off. From what I've read, the real
estate bubble in China dwarfs the bubble that was in the US in
2007. Bernanke threw everything that he had at the market
pre-crash and it still crashed.
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Does China rate lowering tip the odds toward the bulls-globally?
How do you trade this mess???
Posted by johnc on 30th of Nov 2011 at 07:50 am
Don't know for sure how much it will neutralize the European situation, but I am increasing longer term China exposure at minimum. Looks like a good R/R to me.
I would think some of
Posted by kalinm on 30th of Nov 2011 at 07:56 am
I would think some of this rate cut has been priced in already, so it will be interesting to see how this plays out after the initial knee jerk wears off. From what I've read, the real estate bubble in China dwarfs the bubble that was in the US in 2007. Bernanke threw everything that he had at the market pre-crash and it still crashed.