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  • Signs of a Lumpy Global Recovery [View article]
    "Tapping the brakes" is a good metaphor for China's approach these days. China would like to cool the markets a bit because they know that a real bubble (as distinguished from the imaginary bubble so many see in today's Chinese markets) would undermine their long-term objectives. Most doomsayers regarding today's Chinese stock market imply that the powers in China are close to "slamming on the brakes." Any such expectation defies logic as well as the strongly stated commitment by Chinese authorities to pursue whatever policies are necessary to generate economic growth of 8% or better.
    Aug 12 13:58 pm |Rating: +4 0 |Link to Comment
  • BRIC or CRIB? [View article]
    As a trader and investor, I'm much more concerned with growth potential than I am with size and "clout" in the world. China has growth, size, clout and a lot of value at current prices, which is why I'm heavily invested there.
    Jun 15 11:52 am |Rating: +3 -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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