tag:blogger.com,1999:blog-8097090.post3414754674405642736..comments2023-05-21T18:23:54.813+08:00Comments on Amy_From Silicon Valley to Beijing: Investor Relations "Fundamentals"Amy Guhttp://www.blogger.com/profile/08571779926048621052noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-8097090.post-5404163072235361442007-01-26T00:32:00.000+08:002007-01-26T00:32:00.000+08:00Marc, there are of course arbitrage opportunities,...Marc, there are of course arbitrage opportunities, but the person who could get the opportunities is the one who knows when to quit. But currently, so many people line in and I don't think more of them know the answer. They may make a small profit in the short term, but a delay in the quit will make a huge loss. <br /><br />Marcel, I don't think the China bubble is not as big as Internet bubble, as there are really several good ones, say a few in banks and real estate, making a good money. But seems the fund managers valued those companies same as other companies. So we always see a sudden rise in banking sector one day, and a sudden decrease in real estate another day. That's not a good thing. It means the investors are still talking China in the sense of a general sector, without paying attention to the different character of individual companies.Amy Guhttps://www.blogger.com/profile/08571779926048621052noreply@blogger.comtag:blogger.com,1999:blog-8097090.post-71057341276636832672007-01-25T13:35:00.000+08:002007-01-25T13:35:00.000+08:00Amy, are there no arbitrage opportunities here?Amy, are there no arbitrage opportunities here?Marc van der Chijshttps://www.blogger.com/profile/06004763079542447943noreply@blogger.comtag:blogger.com,1999:blog-8097090.post-66280984114653245412007-01-24T12:05:00.000+08:002007-01-24T12:05:00.000+08:00Hi Amy,
So what do you think will happen as a res...Hi Amy,<br /><br />So what do you think will happen as a result of this air in valuations?<br /><br />Will a crash similar to the dotcom crash be an option?<br /><br />MarcelAnonymoushttps://www.blogger.com/profile/16761695854706921039noreply@blogger.com