a*****1
发帖数: 3134 | 1 CAF is likely to always have discount and with A share soaring higher, the
discount is likely to increase.
Years ago while there were not enough ways to invest in China, investing in
a closed fund like CAF is a reasonable method. Sometimes you have discount
and sometimes you have premium. Now with so many ways to invest, having a
huge premium is not likely, while the risk of have a huge discount still
exists.
Just remind you that CAF is always the leading indicator of A share. While A
share can be irrationally high, people here can totally ignore that. If you
look back to the last peak when A share was 6000, CAF was trading at
freaking 40% discount. That means you are out of the bubble. It can still
happen here again. Right now at A share 3000, you still have time to do
something else.
EFT is still the best way. | T*R
发帖数: 36302 | 2 40%discount?! 那真不如买张机票回去开户了。
谢谢你的贴。 | w**k
发帖数: 6722 | 3 曾经 40% discount ？
有据可查么？
感觉上不可能积累到那么高，因为大资金可以完全买断CAF（就算在股价上加价15%），
然后兑现利差。
in
A
you
【在 a*****1 的大作中提到】
: CAF is likely to always have discount and with A share soaring higher, the
: discount is likely to increase.
: Years ago while there were not enough ways to invest in China, investing in
: a closed fund like CAF is a reasonable method. Sometimes you have discount
: and sometimes you have premium. Now with so many ways to invest, having a
: huge premium is not likely, while the risk of have a huge discount still
: exists.
: Just remind you that CAF is always the leading indicator of A share. While A
: share can be irrationally high, people here can totally ignore that. If you
: look back to the last peak when A share was 6000, CAF was trading at
| l****y
发帖数: 8847 | 4 If you look back to the last peak when A share was 6000, CAF was trading at
freaking 40% discount.
这也可能？基金自己直接回购了不都赚大了 | f*******e
发帖数: 5277 | | f*******e
发帖数: 5277 | 6 倒是09年夏天的时候有过30%多的premium | T*R
发帖数: 36302 | 7 09年股市也很热，沪指一度冲过3000点。
【在 f*******e 的大作中提到】
: 倒是09年夏天的时候有过30%多的premium
| a*****1
发帖数: 3134 | 8 Your number is closer.
XCAFX peaked at 10/16/2007 on $85.56.
CAF on 10/17/2007 is 66.20.
That might no be 40%, But I consider that significant enough.
【在 f*******e 的大作中提到】
: 没那么多，-20%左右
| t**8
发帖数: 4527 | 9 average discount -5%, some time premium as high as +35%
Peak discount/premium history
Price NAV
5/29/2009 $36.00 $28.16 27.84%
4/30/2009 $35.51 $26.78 32.60%
3/31/2009 $29.63 $25.27 17.25%
3/31/2008 $39.61 $49.16 -19.43%
2/29/2008 $44.10 $58.71 -24.89%
1/31/2008 $42.38 $59.32 -28.56%
12/31/2007 $50.51 $68.22 -25.96%
11/30/2007 $51.70 $70.68 -26.85%
10/31/2007 $63.95 $82.51 -22.49%
9/28/2007 $69.83 $79.18 -11.81%
8/31/2007
in
A
you
【在 a*****1 的大作中提到】
: CAF is likely to always have discount and with A share soaring higher, the
: discount is likely to increase.
: Years ago while there were not enough ways to invest in China, investing in
: a closed fund like CAF is a reasonable method. Sometimes you have discount
: and sometimes you have premium. Now with so many ways to invest, having a
: huge premium is not likely, while the risk of have a huge discount still
: exists.
: Just remind you that CAF is always the leading indicator of A share. While A
: share can be irrationally high, people here can totally ignore that. If you
: look back to the last peak when A share was 6000, CAF was trading at
| a*****1
发帖数: 3134 | 10 Another day when index goes up and CAF goes down.
in
A
you
【在 a*****1 的大作中提到】
: CAF is likely to always have discount and with A share soaring higher, the
: discount is likely to increase.
: Years ago while there were not enough ways to invest in China, investing in
: a closed fund like CAF is a reasonable method. Sometimes you have discount
: and sometimes you have premium. Now with so many ways to invest, having a
: huge premium is not likely, while the risk of have a huge discount still
: exists.
: Just remind you that CAF is always the leading indicator of A share. While A
: share can be irrationally high, people here can totally ignore that. If you
: look back to the last peak when A share was 6000, CAF was trading at
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