‘Chinese Dream’ To Wake Up China Shares?

‘Chinese Dream’ To Wake Up China Shares?: The game of golf is, as they say, 10% physical and 90% mental.

A similar analogy could be drawn for bourse behavior in that market sentiment might be half due to actual, physical, tangible and intrinsic demand for shares in the marketplace.

Meanwhile, the other half could be said to derive from intangibles like confidence and the concept of policy support from above – whether in Beijing or at the provincial government level."But that bull market came during a time of massive trade surpluses and a seemingly limitless amount of investment – both foreign and domestic-sourced – in new Chinese factories, real estate and capital infrastructure.

Now that the US economy is showing surprising resiliency and Europe continues to get its financial house in order, the world is likely to be knocking once again on the doors of China’s exporters.

Meanwhile, along with the boost in domestic consumption for Chinese retailers, pharmaceuticals, automakers and a countless array of other sectors – all boosted in large part by the collective chasing of the proverbial “Chinese Dream” – the perfect storm could soon be in place to ensure another extended bull market for PRC equities.

The "Chinese Dream" could be the long-awaited wake up call for Chinese equities."

'via Blog this'