Glen Bradford

China Remains a Compelling Buy via PowerShares Golden Dragon ETF

This is similar to seeing the largest opportunity of a lifetime and missing it, almost entirely.

You were spot on when you decided to focus on china. After that, I'm going to mostly have to throw up my arms and say that I think you're missing the real opportunities out there.

This article would have been better if you wrote it 6 months ago. But, I won't hold that against you.

Top 10 Chinese Internet Stocks: Comparing P/E Ratios

I agree with Anonemouse.

Risk comes from overpaying in the land of investing. By definition, the more you pay for a dollar of earnings, the more you are betting that it will outgrow anything else.

BIDU is significantly more risky than other investments out there, such as.. SOHU.

I don't think the author really has a point. I think he just found some stuff and wrote some stuff... and now, there's some stuff on this page.

Chinese Stock Market Bottoms: What Should U.S. Investors Do?

When you talk about market bottoms, you need to talk about the market PE ratio and discounted cash flows. You can't just show charts. The chinese market has a PE of about 7. Their GDP growth is worst case scenerio of 5% for the next 5 years. Based on this premise, it is hugely undervalued. Also, show charts of mutual fund and hedge fund capital outflows. Note that the Nikkei exchange topped at a PE of 70 and this was retarded. That's why they've been "crashing" for 30 years. Luckily for you, based on this analysis, I think the chinese market has bottomed as well. Also, mention the exchange rate and the fact that china artificially deflates their currency and isn't running a deficit like we are. Good luck. Hope this helps. I like GHII, YGE, SOHU, and EJ.