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  • China's Stock Market: The A vs. H Premium [View article]
    Very helpful analysis. Your speculation about a continued narrowing of the premium seems more likely to be true if Chinese stocks have entered a bear market (which I doubt) than if they have been experiencing a correction in a bull market.
    Sep 04 10:42 am |Rating: 0 -1 |Link to Comment
  • Why It's a Good Time to Consider Chinese Stocks [View article]
    Most of the stocks in your list (several of which I own) have had big runs recently and I'd be reluctant to chase them here. For some that have not and which appear to offer superior value, check out APWR, CMED, CPBY, CPSL, SORL, and SUTR. Big believer that Chinese stocks are embarked on a new bull market.
    Mar 29 13:06 pm |Rating: +2 0 |Link to Comment
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