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China's 'Short Dollar' Stock Bets



February 11, 2010 – Comments (3) | RELATED TICKERS: GLD , EEM , XLE

My thoughts on this week's disclosure of US-listed stock positions by China's $300 billion sovereign wealth fund.

On another note, for those who are interested in following/ commenting on my analysis on a different platform, I can now be found on Twitter.

Alex Dumortier, CFA

3 Comments – Post Your Own

#1) On February 11, 2010 at 1:26 PM, russiangambit (28.84) wrote:

I think China is just after resources, period, since they lack their own. It is not necessarily short dollar position for them.

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#2) On February 11, 2010 at 5:05 PM, TMFAleph1 (93.19) wrote:

Buying shares of an energy/ commodities sector ETF doesn't give you access to any resources, period.

Alex D


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#3) On February 11, 2010 at 9:04 PM, russiangambit (28.84) wrote:

#2 - True, didn't think about that. They actually hold ETFsd not futures, hmm.

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