Subscribe/RSSI’m on a layover in Newark for a flight to Hong Kong which will begin a three week or so tour of southern China (where it is relatively warm) after New Year’s in HK followed by three weeks or so in India. I’ll be doing a workshop in Mumbai tentatively planned for Feb. 6. Check the Events section at DynamicTraders.com in a week or so for registration information.
Anyone who has specific comments regarding the current and possible future position of the Chinese and Indian economies, fell free to post a comment. No disertations but brief comments are very welcome including what you think I should check out on this trip.
Bob – China is obviously a momentum play. But my concern is the accuracy / reliability of financial / economic data coming from a controlled government with a vested interest in reporting “good” news. I personally suspect that their reporting methodologies are as unreliable as that of , say, Mr. Putin’s thug regime in Russia. Having bloviated about that, I still trade ETFs and commodities off China’s momentum, and hope that my swimming with the sharkes does not get me eaten alive.