Castor Pang
Castor Pang
apartments continue falls financial hikes investors larger previous property prospects rate surprised worried
I won't be surprised to see more falls in the property and financial sectors even if presales of apartments continue to do well. Investors are worried now by prospects of rate hikes larger than those in previous months.
driven panic rebound signal strong today yesterday
The plunge yesterday was driven by panic selling, the rebound today is a strong signal for buying.
lift negatives
There are more negatives out there than anything to lift the market.
compared income property quite stable
Rental income is quite stable when compared with the income of property developers.
believe external investors
Most investors still believe the influx of cash, or the influx of external funds, will continue.
believe developers interest investors means next peak property quarter rates rebound
Most investors believe interest rates will peak in the next quarter which means property developers should rebound soon.
highs investors irrational reached taking
Most H-shares have reached irrational highs so investors are now taking profit.
nervous people quite
People are getting nervous about H-share prices. At this level, H-shares are quite high.
chasing china commodity investors last obvious profits stocks taking
Overbuying of China stocks was obvious in the last two weeks. Investors are taking profits gradually, but some are still chasing laggards such as commodity stocks.
aviation chance exposure financial gains increase present
There's short-term speculation on aviation as gains in other sectors, like financial services, present a chance to increase exposure in other sectors.
banking continue cycle drivers expecting hike interest market people property rate stocks
Property and banking stocks will continue to be the drivers of the market with people expecting the interest rate hike cycle nearing its peak.
china drove market negative stocks
Profit-taking in many China stocks ... drove the market as well as H-shares into negative territory.
continued fresh funds good investors lacks market worries
Many investors and funds continued selling... as the market lacks fresh good news. Interest-rate worries continued to dampen sentiment.
believe china create growth retail upside
Many believe that the GDP growth in China will continue, and this will create more upside for retail shares.