A-share rebound + US earnings positive

Market should see decent rebound this week, given the over 11% drop in A-share last week. US companys earnings are still risks for this week, but I think a-share market should rally no matter what's happening there. Government really announce policies to "save the market", may be that's the Chinese way of stock market! That's enough for a 10% rebound. Buy A50 ETF (2823 HK)? Or call? Really hard to predict the time range of this rally....

遠洋地產 (03377) have a placement from shareholder on Fri, down 6% today. It may rally with the Chinese market in the Short term? Especially with a conviction Buy from Goldman. I think it can be a speculative Buy for the short term. Fundamentally I am still negative on Chinese properties sector.

If you really want to play the Chinese Properties, why not buy the cement makers? 3323 and 1893 have corrected a lot from their high points. Unlike the properties developers, the government actually help them by shutting down the backward small cement producers. This will be a ongoing trend to make the industry more environmental friendly.

Let's not forget CCCC 1800 HK, no need to explain its business, everyone already know. Buy on weakness. I think buy a little bit everytime is the way to play this.

Nintendo up more than 5% today, seems that I am not the only one that want to "fry the earnings"!