Siwei Zhong

An Often Unmentioned Factor About Chinese Stocks

Yes, H and A -shares demonstrated high correlation.
After my long time analysis I would suggest 50% in A and 50% in H.
The simplest way is HSBC Dragon Fund ETF 0820:HK

For those interested, here is my very old blog article:
www.letsthinkchina.com...

The Next Credit Crisis Will Originate in China

First of all I do agree and believe the NPL issue with the banks (including the 3 listed in Hong Kong) is not fully solved yet. And yes they have been enlarging the denominator of the NPL formula (NP/Total Loan) to lower the NPL ratio.

However ,

1) chinese leaders are not stupid, they know better than anyone else what they are doing. You think they don't know about the NPL with those banks?

2) if you agree that chinese leaders are smart, do you think they will destroy what they have achieved painfully in cleaning up the books and list the 3 major banks (Agricultural Bank of China is still not listed yet, because it's almost an impossible job to clean up the book. Farmers in China are miserable and there is simply no way for them to repay the 'debt')

3) if you look at China as a whole rather than just pinpointing the NPL with banks, do you think China is unable to solve the NPL issue if you look at the trade surplus which is growing month by month?

4) agree with what H.W. said. The subprime in US is not about the 1% of foreclosure, the acutal effect has been drastically multiplied by those creative financial vehicles CDO and the like.

5) Singapore is also a '1-party' environment, but I have to say they have done an excellent job in the past 40 years.

China's Latest Financial Coup: Buy 'H' Shares

donald, FXI is a good choice if you have no HK trading A/C.
I've written an article in June comparing FXI, CAF and A50 tracker, though it's not updated but I think it is still a good reference.

www.letsthinkchina.com...

China's Latest Financial Coup: Buy 'H' Shares

a more profitable approach will be to long HSCEI index which tracks H-shares listed in HK.

Hang Seng index has ~50% of constituents from H-shares, while Hang Seng China Enterprises Index (HSCEI) tracks all of them.

i've done an excel, updated today here showing all H-share constituents discounts if anyone interested to look into individual H-share in the index
spreadsheets.google.co...;output=html&g...

a ETF 2828.HK is available tracking HSCEI

China Mobile Speculated to Run 3G Service By 2008

the unit for the subscriber number table shall be 'thousands' instead of 'millions'

sorry for the error

Morgan Stanley's China A-Share Fund: The First of its Kind

two major differences between CAF and IFXAF

1) IFXAF is an index tracking ETF, it tracks the Xinhua A50 index. The fund doesn't have QFII quota and it cannot invest directly in China listed A-share, instead it invests in Chinese A-Shares Access Product (CAAPs) issued by a connected person of QFII as underlying investments.

2) CAF is not index tracking, the fund manager has free hand to pick stocks.