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Xinyuan Real Estate Co., Ltd. Message Board

  • shelly_showman shelly_showman Dec 23, 2013 1:08 AM Flag

    Look at these two statements by Goldman Sachs in one night

    'Goldman noted that China, for example, has five main problems: "severely imbalanced growth, a weakening demographic profile, financial repression that has distorted allocation of capital, growing pollution that has endangered the health of its population, and an antiquated household registration system known as 'hukou' that has hampered access to education and social services."

    In another article they say this, and all on the same night.
    ' Goldman Sachs upgraded Chinese equities to overweight in part because of the country’s “commitment to reform, which seems quite palpable.”

    I'm so confused, Goldman states in one article to avoid emerging markets and his lists China with the 1st comment.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • easy to read (traslating GS)

      2014 we'll watch Japanese and Chinese indexes climbing while Brazil and Europe going down including their currencies against U$D.

      USFED indexes -by expansionist Yellen- another 10% up very very slowly even with a ten year rate @ 4%
      May be wrong because Yellen can keep the rate between 2,7 and 3,5%, but this FED policy also can support a rate @ 4%.

      Now the american ten years closer 3% like most of bonds corps (if you want, you may include XIN there).
      Where you prefer your money?
      ahhhh...lovely Yellen....

      SCD
      (enjoy your Christmas)

    • I've seen more than GS use this tactic and they wont ever tell you the truth of what they're really thinking. Thats why they keep on selling bundled mortgages when they knew they werent any good just before the last crash they lie just as much as the Chinese

      • 1 Reply to getaguide
      • getaguide nailed it! They will play both sides of the market so that they can use hindsight to proclaim they were always right. If you'll notice, sports reporters will often talk up both teams before the game, and at the end of the game, spin it in such a way so as to repeat what they said before that has come out in the play of the game, and casually skip over their praise of the losing team, or even turn it against them by saying they got overconfident.

    • these are the same AH that warren buffett had to bail out...............................wonder why

    • You have infighting going on which means the sector is not all bears nor all bulls. It is important in this kind of environment to choose wisely. Some investors will make a lot of money by laying more risk and letting it grow long term. For others who need stability, this is not a good sector to be in right now. I am in XIN for 5+ years and I am happy to ride this wave of uncertainty.

    • so confused......

      If China has 5 main problems....and they are in the process of addressing and reforming those problems....then it might seem reasonable to overweight their equities!

 
XIN
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