Castor Pang
Castor Pang
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.
austerity china correction expect further hit likely short stocks
China-related stocks will likely to be hit by the austerity measures. I expect further correction in China stocks in the short term.
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.
blue buying china chips friday interest japanese last lead market select stocks street took wall
The market took the lead from Wall street last Friday and the Japanese market this morning. Buying interest in select blue chips and China stocks was strong.
market metal seems stocks
The market seems to be overshooting. The metal stocks are going crazy.
cap china large leading market mobile morning property rally stocks tokyo
The market rebounded from Friday's fall, with property stocks and large cap China Mobile leading the gains. Tokyo market's rally this morning boosted market sentiment.
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.
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.
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.
developers gains launch led local projects properties provided street support tokyo wall
Gains on Wall Street and Tokyo provided support to the local market. Properties led (the gains) as many developers will launch new projects for sale.
buying due extended gains helped late market selective support trade
Funds' selective buying helped support the index. The market extended its gains in late trade also due to some futures-related trading.