China Growth Stocks

[rru2s]

OT: what triggered "risk-on" in early September and, aside from watching actual PPS start to ramp, what macro events or news markers seemed to have prefaced the beginning of the reversal in general investor sentiment?

Some say it was the Fed stirring up talk of renewed stimulus money. However, I think it had more to do with (1) China government sources and large investment companies tapered off the frequency of warnings about further interest rate rises and property inflation problems; (2) the upcoming election was coming on the news media radar; (3) the number of bear-camp macro-trend articles had reached pretty close to 100 percent on SeekingAlpha, TheStreet, MarketWatch, Bloomberg, and WallStreetJournal; and (4) China stocks had been sold down to P/E levels which for the month of August were so low they didn't seem to be able to entice further selling or PPS drop.

As far as clues, right after Labor Day the constant negative noise from the financial media outlets suddenly stopped and it seemed quiet as a mouse for a week. I noticed this in a Yahoo post I made on September 2nd:

http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_L/threadview?bn=110703&tid=1164&mid=1542

Since we are in such a downslide now, I thought I'd post that so I could gather feedback on how to spot a "true" bottom.