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 [原创]Few thoughts... |
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天凉好个哈糗
头衔: 海归上校
声望: 教授
加入时间: 2006/03/27
文章: 731
海归分: 69072
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作者：天凉好个哈糗 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
I am not convinced to put my money to work for the time being.
Maybe wanna test long for a few names, but not convinced to buy.
Would rather keep ur short in commodity names and long dollar here.
Also i am still happy to short those names that linked to the growth stories, like after dell's number u should think of 992.HK, Acer and HTC in taiwan, 3339 in HK, etc.
But compared with US banks i am happy to long ICBC and CCB here hedged by the ETF of regional banks in the US.
My 2 cents.
Major risk in Sep that i would say:
1. Huge deleveraging risk from fund of funds as a result of the fund pulled out from the commodity sectors
2. Reporting season
3. Especially for Leh
We shall see.
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A, is the name, my name.
作者：天凉好个哈糗 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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 [原创]Few thoughts... -- 天凉好个哈糗 - (814 Byte) 2008-9-03 周三, 23:55 (945 reads)
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