China - Tópico principal

[itg00022289]

 

Polícia chinesa confisca patas de frango fora do prazo há 46 anos

MARISA SOARES 11/07/2013 - 14:50
Escândalo gerou fortes críticas nas redes sociais à falta de controlo alimentar. Autoridades apertaram a fiscalização porque este não já foi o primeiro caso.

 
A polícia chinesa confiscou mais de 20 toneladas de pedaços de frango, sobretudo patas, em mau estado e fora do prazo há vários anos, que estavam guardados num armazém de carne congelada e se destinavam a consumo humano. Alguns tinham a validade expirada há 46 anos, quando Mao Tsé-Tung ainda estava no poder.

A operação policial decorreu na cidade de Nanning, capital da região autónoma de Guangxi Zhuan, no Sul da China, no fim-de-semana passado e desde então o caso tem agitado as redes sociais chinesas.

Segundo a imprensa local, foram encontradas patas, tripas e pescoços de frango, que eram importados ilegalmente de países que fazem fronteira com aquela região – é o caso do Laos e do Vietname. Li Jianmin, chefe da polícia, disse à agência de notícias chinesa Xinhua que, depois de importada, a carne foi tratada com químicos, incluindo peróxido de hidrogénio (um aditivo ilegal no país), “para matar as bactérias, prolongando a data de validade” e fazendo com que os pedaços tivessem uma aparência fresca.

“Alguns empresários ilegais importavam comida congelada não inspeccionada, como patas de frango, e processavam-na em pequenas fábricas antes de a venderem aos distribuidores na China”, disse o director do departamento de segurança pública local, Li Jianmin, citado pelo jornal China Daily.

A apreensão foi muito comentada na Internet, com fortes críticas à falta de controlo sobre os alimentos no país. As patas de frango, que os chineses chamam de fengzhao, são uma iguaria muito apreciada no país. Normalmente são servidas fritas e acompanhadas com cerveja. Com este escândalo, surgiu uma nova designação para o prato: chamam-lhe ironicamente “patas de frango zombie”. Outros dizem, em tom sarcástico, que as patas têm “sabor a história”.

As autoridades de saúde citadas pelo China Daily alertam para os riscos da situação: doenças como a gripe das aves, provocada pelo vírus H7N9, podem ser transmitidas através de comida congelada não controlada, uma vez que as bactérias sobrevivem a baixas temperaturas durante muito tempo. Há também os riscos ambientais, uma vez que os resíduos produzidos nas fábricas de processamento de comida podem ser altamente poluentes.

Este não é o primeiro caso do género na região. A polícia detectou mais sete casos de importação ilegal de patas de frango, no valor total de 3,3 milhões de dólares, segundo o China Daily. As autoridades apertaram recentemente a fiscalização nas cidades fronteiriças.

http://www.publico.pt/mundo/noticia/policia-chinesa-confisca-patas-de-frango-com-validade-expirada-ha-46-anos-1599960

[jeab]

Para mim foi uma novidade esta constatação ... o desemprego nos licenciados está a ser global ?


Quase 50 % dos recém-licenciados na China estão desempregados

Quase 50 % dos recém-licenciados na China, que anualmente somam cerca de sete milhões, não consegue encontrar trabalho, segundo um relatório do Ministério dos Recursos Humanos e Segurança Social do país, citado hoje pela imprensa chinesa.

De acordo com o documento "Reforma e Desenvolvimento da Segurança Social da China", estima-se que os mais de três milhões de estudantes prestes a licenciarem-se terão dificuldades na hora de procurar emprego, indicou um porta-voz da instituição, Wang Yujun.

 Existem pelo menos três razões para explicar as dificuldades dos estudantes chineses para encontrar emprego, segundo declarou à EFE o director do Departamento de Investimentos Internacionais da Academia de Ciências Sociais da China (CASS), Zhang Ming.

 A desaceleração do crescimento económico da China, o interesse dos licenciados em fixarem-se nas grandes cidades, onde se registam as maiores taxas de desemprego, para receberem melhores benefícios sociais, são duas das razões apontadas.

 Outra razão é o sistema educativo das universidades chinesas que oferece um grande número de graduados numa economia onde a procura é mais elevada por operários e técnicos do que por licenciados.

 Por sua vez, o director do departamento de Finanças da Escola de Economia e Gestão de Tsinghua, Li Daokui, partilha a mesma opinião de Zhang Ming, ao afirmar à Efe que a taxa de desemprego entre os que saem das universidades chinesas aumentou em consequência do abrandamento do crescimento económico da China e porque a economia do país ainda "não é capaz de criar empregos de alto nível".

http://www.jornaldenegocios.pt/economia/mundo/asia/detalhe/quase_50__dos_recem_licenciados_na_china_estao_desempregados.html

[Incognitus]

Seria preciso ver se o relatório diz mesmo isso, pois logo na notícia em Português levantam-se dúvidas.

[Zel]

recem-licenciados eh muito diferente da nossa definicao de desemprego jovem

obviamente temos desemprego jovem pq os velhos estao protegidos e a crise depois recai toda sobre a geracao jovem explorada pelos velhos, as empresas cortam onde podem ou onde lhes sai barato 

[Incognitus]

E a notícia fala em "dificuldade em arranjar trabalho" o que depois parece ser equacionado com "desemprego". Fico na dúvida ...

[JoaoAP]

Excesso de cidades novas vazias preocupa Governo chinês
 
Muitas províncias chinesas têm construído bairros inteiros ou cidades que estão praticamente vazias, «por falta de planeamento» face ao «boom» do mercado imobiliário chinês, advertiu hoje um responsável pelo urbanismo no Governo chinês, citado pela agência oficial de notícias Xinhua.

Segundo Runling Qiao, vice-diretor do Centro de Desenvolvimento Urbano da China, «quase cada localidade de tamanho médio ou grande tem planos para construir», na periferia, apostando numa urbanização rápida para estimular o crescimento económico.
Em muitos casos, as novas plantas das cidades são ainda maiores que as dos municípios que as promoveram e, por vezes, estão quase ou completamente vazias, disse Runling Qiao, cuja instituição que dirige depende do equivalente a um ministério de economia.
Dinheiro Digital com Lusa

[Vanilla-Swap]

Será que alguém falhou?

http://www.publico.pt/mundo/noticia/jiang-jiemin-o-homem-forte-do-petroleo-chines-foi-preso-por-corrupcao-1604662

quando se é preso é porque falhou

[hermes]

China settles record amount of its trade in yuan

September 04, 2013
By KEIKO YOSHIOKA/ Senior Staff Writer

http://ajw.asahi.com/article/economy/business/AJ201309040040

China's renminbi is increasingly being used for trade settlement, statistics from the country's central bank show.

The transactions could eventually have a major impact on the global economy.

The amount of trade paid for in renminbi reached 2.05 trillion yuan (33 trillion yen, or $334.9 billion) between January and June, up 64 percent from the same period the previous year and a record for a half-year period, according to the People's Bank of China.



If the trend continues, the figure is expected to top 4 trillion yuan for the full year.

The ratio of trade settled in yuan to China’s overall trade during the first six months of the year was also a record 16.4 percent.

The Chinese government has been making efforts to facilitate the smooth circulation of yuan since the collapse of U.S. investment bank Lehman Brothers in 2008 to lessen dependence on the dollar in trade and reduce the possible adverse impact of the U.S. economy.

For example, China has concluded currency swap agreements with 20 countries and regions, including Britain and South Korea, to make it easier for other countries to acquire yuan.

It has also loosened regulations to promote exchange between renminbi and other currencies.

According to the Society for Worldwide Interbank Financial Telecommunication, the ratio of yuan used in global trade settlement rose to 0.87 percent in June, up from 0.24 percent two years earlier.

The percentage rose to 11th place in the world from 16th place a year ago, although it is still lower than 2.7 percent for yen. The dollar and euro accounted for 36 percent each.

Although China has become the world’s second-largest economy, its currency has not been widely used in global trade settlement due to strict regulations, earning it the nickname "sleeping currency."

If more trade is settled in yuan, Chinese companies would be able to reduce the risk of exchange-rate fluctuations, becoming more internationally competitive. However, the world economy would become more susceptible to China’s monetary and fiscal policies.

[hermes]

O artigo não está totalmente completo, pois não menciona que os bancos centrais europeus deram corda em abundância aos EUA até à introdução do euro [i.e. comparam alegremente a dívida pública americana] momento em que deram o pontapé no banco [i.e. deixaram de comprar dívida pública americana]...

Louis Gave: One of the Most Important Financial Events Is Taking Place Before Our Very Eyes

By FS Staff
09/10/2013

http://www.financialsense.com/contributors/louis-vincent-gave/most-important-financial-developments-taking-place

One of the most significant financial events is taking place before our very eyes, and yet not many are paying attention to it, says Louis Gave, CEO of the well-respected GaveKal Research.

After the Lehman collapse in 2008, firms around the world suddenly canceled orders to China, causing Chinese exports to collapse by 30%. With the US dollar acting as the world’s reserve currency, greasing the gears of international trade, suddenly those dollars became scarce as the US banking system paralyzed credit around the globe. This led China to ask, “Why should badly managed banks in the US affect our trade with other countries?”

Not wanting to suffer the same consequences again, China has since responded by conducting trade agreements with its partners to trade not in the world’s reserve currency, the US dollar, but with its own currency: the renminbi. As a result, “In the past five years, China has moved from 0% renminbi and 100% US dollars to, now, 18% denominated in renminbi. That’s a massive, massive change,” says Gave.

“The internationalization of the renminbi, the creation of the RMB bond market, is one of the most important financial developments of the past decade,” he says.

One to way to understand this major shift taking place is to compare it to what happened in the 1970s. “If you look at Europe in the 40’s, 50’s, and 60’s,” Gave says, “Europe was very much a US dollar zone—everybody worked in dollars, everybody saved in dollars, everybody traded in dollars. And then of course the US started to debase their currency between Johnson’s Great Society and the Vietnam War. The Europeans complained and told the Americans, ‘You guys are printing too much,’ to which Treasury Secretary Connelly told the Europeans, ‘Hey, the US dollar is our currency and your problem.’ So the Europeans said, ‘Fine, we get the message. If that’s the case, we’re moving our trade to the deutschmark. And we’re moving our savings into deutschmark.’ And over ten years that’s what happened. Here, you’re having the same story again. The US with their QE policies have told the rest of the world, ‘The US dollar is our currency and your problem.’ And the emerging markets are responding not by adopting the deutschmark this time, since it no longer exists, but by adopting the renminbi instead.”

Does this mean the US dollar is doomed? Quite the opposite. Instead, Louis lists a number of structural headwinds for the Chinese economy that may slow internationalization of the renminbi over time. The US, on the other hand, faces a falling trade deficit, manufacturing boom, and a revolution in automation and robotics, all of which bode well for the dollar in the foreseeable future. In light of these factors, Louis says the process of replacing the US dollar in global trade will be a slow and gradual process, but one that global investors need to take seriously.

[hermes]

Todavia, os chineses não gostaram do viram e desde a criação do euro chegaram eles a barriga ao balcão para comprar a dívida pública americana até que a dor se tornou insoportável. Como bónus, a execução e a culpa cai sobre os carrascos chineses...

Rise of the PetroYuan

By Dan Collins
04/15/2013

http://www.financialsense.com/contributors/dan-collins/rise-petro-yuan

History is being written in the East. As the U.S. stays distracted with stone age warriors in Central Asia and the Middle East, the last platform of the American economic foundation, the U.S. Dollar's currency reserve status, is being underminded by their trade partners in Asia. Both Australia and Japan are set to start direct-trading in Chinese currency and they are not the only ones. There are almost 20 countries whom have currency swaps in place with China all in order to side-step the U.S. Dollar in global trade. At the China Money Report, we have written extensively on the "Rise of the Renminbi". What is new and largely unreported and what we will cover in this article is the "Rise of the Petroyuan," as China is now converting its oil imports into Chinese Yuan as opposed to U.S. Dollars. This will be a new challenge and possibly the fatal blow to the U.S. Dollar as the dominant global reserve currency.

With their industrial base all but gone, the housing market bubble popped, and the Federal Resereve funding the majority of the government debt with printed currency, the American economy can ill-afford a new challenge to its currency's reserve status. It is this very reserve status which has led to America being able to consume more than it produces for decades upon decades as foriegn countries were willing to trade consumer products for paper IOU's. The Dollar's reserve status came about naturally after WW2 as the U.S. was the world's larget trading nation, exporter, and creditor. Today, China occuppies all of these slots.

China will soon occupy a new slot: That of the world's largest oil importer. OPEC has confirmed on April 4th of this year that they expect China to surpass the United States as the world's largest oil importer in 2014. This shift in global oil flows is being driven by the twin pillars of a booming Chinese economy and America’s newfound booming domestic oil and gas supply. This shift in the oil trade carries with it massive geopolitical implications that will reshape the world as we know it.

China’s Increasing Oil Imports

The demand side of oil from China has already reshaped geopolitics and global supply chains. Between 2002 and 2010, China's annual imports of crude increased from 70m tonnes to more than 270 million tonnes. Saudi Arabia’s largest customer for oil is no longer the U.S. but the Peoples Republic of China. In the year 2012, China’s net oil imports were still 1 million barrels per day lower than in the United States, but in some months, China was very close and even surpassed the U.S. in net oil imports. In December 2012 for instance, China imported 6 million barrels a day compared to only 5.98 million barrels in the U.S. From 2010-2015 alone, oil imports in China are expected to grow over 40%. China's oil demand growth is expected to represent 64% of all new demand for oil in 2012-2013.

The upside potential of oil imports into China are still not understood by most analysts and the potential on how large they could become is incredible. Car sales in China are already almost twice the levels in the U.S. and sales are up 20% for the first two months of 2013. Keep in mind that 90% of car sales are paid cash-up-front and most large cities have prohibitive taxes and quotas against new car sales. Despite these regulations, sales are still up 20% so far in 2013. All of these new cars and trucks will of course require more oil that China will need to import. General Motors already sells more vehicles in China than they do the United States and their sales are growing double-digits.

China's increasing dependence on imported oil has threatened the country's energy security and it is of major concern to the government. China’s oil dependence is expected to reach 59.4 percent in 2013. Be assured, China is building a blue-water navy and developing the global relationships, which will be required to protect this supply of crude they require today and the ever increasing amount they will need in the future. Indeed, the country of China may be forced into becoming the reluctant miltary superpower to guarantee that they have access to global oil markets.

Americans Turning Off Oil Imports

In comparison to China, the US reliance on foreign energy imports has declined considerably, and many are predicting that the US could be energy self-sufficient by 2030 thanks to its surging domestic production of shale gas and oil. The US is now expected to be a gas exporter by 2020 instead of the previously projected 2022. Domestic oil supplies as well as Canadian supplies will make North America energy independent. This is good news for the U.S. and this new found wealth could be used for a new platform for a revitalized American economy if they can substianlly restructure the tax and legal system which has driven production out of the country.

Trading Oil for Yuan

Recent reports from Reuters, have confirmed that China is now trading their own domestic currency, the Yuan, for oil. Both Russia, and Iran are now using Yuan for oil sales to China. Venezuela is sure to follow. With Russia and Iran accepting Yuan for oil that means there are now almost 1 million barrels per day being exchanged for Yuan instead of USD. Angola can be expected to move oil sales into Chinese Yuan if they haven't already. Over half of their oil sales are now to China. For Venezuela, the political relationship with the U.S. is well known as fear of the U.S. military might be the only thing stopping them from shifting oil sales into Yuan now. Sudan is another country, highly dependent on China politically and will most likely convert their oil sales into Chinese Yuan.

If Russia, Iran, Angola, Sudan, and Venezuela all convert just their oil sales to China into the Chinese Yuan the world will see over 5 million barrels per day traded not in U.S. dollars but in Chinese Yuan. Good night Petro Dollar...Hello Petro Yuan.

Geopolitical Shift and Rise of the Petro Yuan

Does China, as the world’s largest importer of oil then take charge of global sea lanes to ensure the trade in oil? This has been a priority of the U.S. military for the last 50 years. The Pentagon is spending $1.58 trillion annually on hardware for trucks, planes, ships, and guns. In 2013, their cost increase alone was $74 billion. The cost increases this year alone, of $74 billion, is more than Russia’s entire military budget. Can America justify a defense budget of this size to protect sea lines for Saudi crude going to China?

What about the so called “King Dollar”? For decades you could trade oil for dollars. This relationship has gone a long way towards making the U.S. dollar the world’s reserve currency. What happens when the U.S. no longer needs to buy imported oil. As time goes on, the oils futures markets will no doubt shift more to Dubai and Dalian, than West Texas and Brent Crude. In decades past, America's thirst for energy imports resulted in all oil contracts being denominated in U.S. Dollars, the so-called Petro Dollar. The Petro Dollar is now headed for extinction to make way for the Petro Yuan.

We are all witnessing the birth pangs of a new global reserve currency and the "Rise of the Petro Yuan".

[hermes]

China signs second-biggest swap line with ECB

Thu Oct 10, 2013 6:08am EDT

http://www.reuters.com/article/2013/10/10/us-ecb-china-swap-idUSBRE9990A220131010

(Reuters) - China accelerated plans to internationalize its currency on Thursday by agreeing to swap euros and yuan with the European Central Bank in a deal that is set to be China's second-largest to date.

The bilateral currency swap agreement between the European Central Bank (ECB) and the People's Bank of China (PBOC) is valid for three years and has a maximum size of 350 billion yuan, or 45 billion euros ($60.8 billion).

The deal is the latest of a string of currency swaps that China has created with other nations to promote usage of the yuan in global commercial and financial transactions, with the ultimate goal of rivaling the dollar as a reserve currency.

"The emphasis is on renminbi internationalization," said Louis Kuijs, an RBS economist in Hong Kong.

He said currency swaps also provide central banks with additional liquidity in times of financial emergencies, though this function is of secondary purpose in China's swap agreements.

The swap deal with the ECB is China's second-biggest with a foreign central bank, after South Korea's 360 billion yuan swap line. China also has a 400 billion yuan swap agreement with Hong Kong.

As China's second-largest trade partner, Europe is a natural destination for Beijing in raising the yuan's profile. The interest is reciprocated by some European nations such as Britain and Germany which want to be the clearing center for the yuan in Europe and provide what may be a lucrative financial service.

The yuan is now the world's eighth most-traded currency, financial services provider SWIFT said this week, with a market share of 1.5 percent and overtaking the Swedish krona, the South Korean won and the Russian rouble.

China's swap deal with the ECB comes after French President Francois Hollande said in June that France is working on setting up a currency swap line with the world's No. 2 economy.

Bank of France Governor Christian Noyer welcomed the agreement on Thursday.

"Banks in the euro zone and France will henceforth have the security they need to develop their activities in renminbi over the long term," Noyer said in a statement to Reuters.

Only Hong Kong has been anointed by Beijing as an official offshore trading center for the yuan, although banks in Taiwan and Singapore also provide similar services.

With its status a center for global foreign exchange trading, London appears to be the forerunner in clinching an agreement with Beijing to become Europe's offshore yuan trading center, Chinese academics have said.

Indeed, SWIFT said its data showed 60 percent of yuan trades are done out of Britain.

($1 = 0.7398 euros)

(Reporting by Koh Gui Qing in BEIJING, Jean-Baptiste Vey in Paris and Frankfurt Newsroom; Editing by Kim Coghill)

[hermes]

Artigo interessante sobre as jogadas do Irão. Aguardemos pela resposta do Príncipe.

China aiming for 'de-Americanised world’ with renminbi replacing dollar

By Andrew Critchlow
9:02PM BST 20 Oct 2013

http://www.telegraph.co.uk/finance/commodities/10392620/China-aiming-for-de-Americanised-world-with-renminbi-replacing-dollar.html

Given the scale of China’s consumption of fossil fuels and raw materials, it is only a matter of time before the renminbi replaces the dollar as the primary currency for trading commodities and resources

China has overtaken the US as the world’s largest oil importer and goods trading nation. Over the next five years, it will surpass the rest of the world combined in its consumption of base metals.

Given the scale of the country’s consumption of fossil fuels and raw materials, it is only a matter of time before the renminbi replaces the dollar as the primary currency for trading commodities and resources such as crude oil and iron ore.

The debt ceiling farce in Washington and China’s growing reluctance to continue underwriting the US economy by buying up its bonds and adding to America’s near $17 trillion (£10.5 trillion) debt mountain suggests that this tectonic shift in the global trade system could be just around the corner.

Chinese state media are already calling for a “de-Americanised world”. Some experts say that China is plotting to usurp the greenback’s place in global commodities trade. Beijing’s strategy hinges on quietly encouraging traders to bypass New York through the creation of a network of interlinked commodity markets based in the global financial hubs of Hong Kong and London.

“There can be little doubt from these actions that China is preparing herself for the demise of the dollar, at least as the world’s reserve currency,” writes Alastair Macleod, head of research at GoldMoney. A further signal that policymakers are beginning to warm to the renminbi playing a greater role in the global economy came last week when Chancellor George Osborne unveiled a historic deal to allow British investors direct access to China’s markets and allow Chinese banks to expand operations in the UK.

The historic pact will also place the City, already the centre for global metals and foreign exchange trading, at the forefront of the race to capture more business denominated in the yuan.

In the world’s major mining hubs such as Australia, resource companies are already taking advantage of new legislation that allows invoicing and trade settlement directly in renminbi, a process which completely cuts the US dollar out of the equation.

HSBC predicts that the Chinese currency will be the third-largest unit used for trade by 2015 and fully convertible within the next five years as the People’s Bank of China gradually liberalises policy.

“The flow of transactions conducted in RMB [renminbi] will only continue to grow,” said Frederic Vilsboe, head of commodity and structures trade finance for Europe, Middle East and Africa at HSBC in London.

Among the Organisation of Petroleum Exporting Countries, which controls a third of the world’s supply of crude, members such as Iran – constrained by sanctions – are already agitating for a shift away from pricing in US dollars. China’s oil imports set a record last month, with official figures showing that 6.47m barrels a day of crude flowed into the country.

The scale of China’s existing and forecast demand for resources almost makes any attempt by the US to maintain the dollar’s status as the world’s primary trading currency for resources entirely nugatory. Wood Mackenzie estimates that China will account for 52pc of base metals demand by 2017, compared with 46pc of the 96m-tonne global market this year.

The Edinburgh-based company forecasts that the world’s second-largest economy, will be consuming more base metals than the rest of the world combined by 2017 as the process of urbanisation that started at the beginning of the last decade continues. Of course, there are risks, not least China’s ability to sustain the rapid rates of growth achieved since the country opened its economy after joining the World Trade Organization in 2001.

Politically, too, Beijing faces suspicion on the world stage but, if authorities in Beijing can continue to grow the economy, it is almost inevitable that traders will soon be quoting commodity prices in yuan not dollars.

Iranian energy: International oil companies prepare for lifting of sanctions

Iran is edging closer to restoring itself within the fold of the international community and behind the scenes a new regime in Tehran is turning to some old and trusted figures to revive the fortunes of its oil and gas industry.

Crucially, for the holder of the world’s third-largest proven oil reserves and second-largest stores of natural gas, the old guard, now fully restored, was a decade ago at the forefront of dealing with international oil companies (IOCs), who are already quietly making overtures about a return should sanctions be lifted.

The restoration of Bijan Zanganeh to the post of oil minister and Mehdi Hosseini as his deputy has sent a clear signal to the likes of Royal Dutch Shell, Total, Eni and Statoil that Iran is once again open to discussions about international help to tap its resources.

Both men, sidelined under the hardline regime of Mahmoud Ahmadinejad, were central to the creation of buy-back contracts whereby Tehran agreed to pay IOCs an agreed price for oil they produced.

Zanganeh has wasted no time laying the groundwork for a possible return of the IOCs. The oil ministry in Tehran is currently reviewing the terms of the controversial buy-back deals potentially to make them more attractive to foreign companies.

Pending a decision on sanctions, the race is now on among IOCs to reopen mothballed Tehran offices.

Iron Ore

Iron ore prices, a barometer for global trade, have held up well over recent months shaking off concerns over China’s economy and the impact of the US government shutdown. Despite major producers bringing more supply onstream, the price for ore used to smelt steel has remained firm above $130 (£80) a tonne.

Macquarie sees demand for iron ore remaining robust and Chinese mills building inventories. Moving into January and over the first quarter, the bank sees supplies of ore tightening as southern hemisphere producers struggle with the weather and mines in China shut down for Chinese New Year. Explosive supplies are also restricted around Chinese government events in March.

[Mystery]

o que faz uma moeda padrão:
1. existência de um centro financeiro desenvolvido
2. autosuficiência agrícola/alimentar
3. domínio militar (ar, terra, mar)
4. domínio tecnológico/científico

Not yet.

[tote]

Alguém compraria Yuans (falo de moeda concreta e não forex ,etc.) HOJE para se valorizarem contra o USD e EUR dentro de 5/6 anos?

[kitano]

Eu comprava

[tote]

Eu comprava

Sei que este tipo de perguntas são muito subjetivos, mas mais uma...
Caso tivesse um montante de 100 no TOTAL dos seus investimentos imobiliários / mobiliários, etc.  Que percentagem dos 100 investiria na valorização do Yuan?

[kitano]

Total dos investimentos ou património?

Eu acredito bastante na valorização do yuan, por isso conseguia pensar colocar facilmente até 10% da carteira nisso...eventualmente estaria dependente do instrumento.

Considerando que a nossa carteira tem sempre inerentemente uma posição cambial, no meu caso, no mínimo sempre uns 70-80% em EUR, até 10% em yuan seria confortável.

Mas isso deve ser altamente subjectivo.

[tote]

Total do património
Que percentagem investiria no Yuan? 1% 2% mais?

[Zel]

FXI's Top Holdings
P/E
China Mobile
10.8
China Construction Bank
5.2
Ind & Comm Bank of China
5.4
Tencent Holdings
31.3
Bank of China
5.0
PetroChina
9.4
China Overseas Land
8.5
China Petroleum & Chemical
7.4
Agricultural Bank of China
5.3
CNOOC
8.4
 
Average 7.9

[Zel]

A china parece barata, a tal crise imobiliria nunca aconteceu. Esta a resolver-se o problema ?