What will be the best stragety to bet against China stock market?

mbna

I truly believe that China stock market will crash to 1500 or lower in the next 1-2 years due to the historical housing bubble, the biggest bubble in the whole world right now. To me it is a lot worse than the housing bubble in Hainan over a decade ago.

FXP is a very bad option, as it does not seem to react to China stock market directly, plus its decay.

Shorting BIDU and LFC is decent, but BIDU itself is a very solid company. LFC could be a better option.

Folks here, could you please recommend some Chinese financial stocks, steel stocks, real estate stocks and coal stocks (trading in US of course)?

Thanks a lot.

mbna

just found a really good list, need to do some homework on it one by one to pick a few to short the heck out of them...

soulvirus

personally, i think china is the strongest market in the world. if it crashes to 1500, then sp500 may be at 200 and the rest of the world goes to zero. do you think that is possible?

ripplelet

SPX to 20~

stringzero

实在想烧，逢高 SHORT CAF

AGA7d

I won't be bullish on China's market - DaXiaoFei is still a big problem, also, you cannot pour so much money on the infrastructures for so long...

The economy is at least partially living on borrowed future.

colderdown

3# soulvirus

china is next bubble.

dara

I truly believe that China stock market will crash to 1500 or lower in the next 1-2 years due to the historical housing bubble, the biggest bubble in the whole world right now. To me it is a lot worse ...
mbna 发表于 2009-10-18 15:37

Short LFC is better than shorting BIDU.

In 2007 I shorted LFC at 106(its all time is around 108 I think).I covered around 8x.

It just does not worth that much. Even at current price, it is way overvalued.