Bullish View on China

Published on
March 8th, 2019
Duration
15 minutes

Bullish View on China

Trade Ideas ·
Featuring David Keller

Published on: March 8th, 2019 • Duration: 15 minutes

Dave Keller, CMT, president of Sierra Alpha Research, returns to Real Vision to note the bullish setup in Chinese stocks. He examines the charts, considers the fundamentals, and reveals how to make the play, in this interview with Brian Price. Filmed on March 6, 2019.

Comments

  • JD
    Joe D.
    12 March 2019 @ 17:20
    In terms of weakening $$ versus x, this is thought provoking, although I don't like China, yet. The 2800 resistance will be interesting to watch.
  • GR
    George R.
    11 March 2019 @ 19:25
    Would love to see an interview with Robin Mesch
  • PU
    Peter U.
    10 March 2019 @ 15:09
    OMG, why are people wearing crazy socks!
  • DR
    David R.
    10 March 2019 @ 12:38
    Great piece. Also, do listen to the new wonderful RV interview with J Gundlach and G Williams which largely corroborates from a fundamental perspective the technical views of Mr Keller re the dollar and EM. Some ppl here saying, the position dropped so it's dead are missing the point and a good entry point (albeit with stops or hedges). In fact despite the dip it is still above the 50EMA just like the last fall ending on Jan 22 .
  • SW
    Sascha W.
    9 March 2019 @ 18:29
    He longed right into heavy resistance. Also don't get why people focus on ETFs instead of the underlying assets. Still counter trading this gentleman. Short the SPX from 2790 and the SHCOMP from 3100. Unfortunately didn't get much out of this video besides using David as a possible counter indicator in the future.
  • MW
    Marcus W.
    9 March 2019 @ 09:22
    before watching this my trades are literally the exact opposite. I'm selling 2800 S&P and will continue building my short position. I'm not even bothering with China, tough to trade against something where I have no claim to ownership. Didn't get anything out of this one, it more or less validated my short trades.
  • DP
    David P.
    8 March 2019 @ 23:49
    Stopped out on the day it was published..May be a reocrd..I do have a ton of sympathy for market technicians as they certainly have been more accurate on directions of different asset classes than anyone with a fundamental approach...
  • MW
    Myron W.
    8 March 2019 @ 21:16
    Timing is everything, and couldn't have been worse in this case. Looking forward to Dave in the future - can't win them all, and no one watching RV should expect otherwise.
  • MS
    M S.
    8 March 2019 @ 19:41
    China is a fake state and it has fake economy. When the numbers are fake, technical doesn't work. If you don't have a macro case to support your technical analysis, then it is even deadlier.
  • BH
    Bin H.
    8 March 2019 @ 18:30
    I agree for a different set of reasons
  • AP
    A P.
    8 March 2019 @ 13:38
    Filmed before Draghi pushed the USD higher and the China blow up of the day. Pretty bad day for an entry… Also amazed by how it’s all about buying an ETF - ETF - ETF on how to play views on anything those days (a view on China? here is your ETF; a view on Oil? here is your ETF, a view on Obesity and Christian Values? Here are your absurd ETFs SLIM & CATH). Less laziness and research on basket trades (let alone options) or cross market spreads would be nice to see.
  • SS
    Steve S.
    8 March 2019 @ 12:32
    This stock is going to get stopped out today on the back of terrible China Export numbers.