Yuan Zi

China's On Fire: Still Time to Jump In?

Over half the names here, esp in the wireless service industry, do not see a substantial improvement in fundementals. Earnings are still in the negative region, and the market environement just became worse. I am seeing a short interest accumulating as the China Story runs to the final phase. Having said that, Hong Kong and other Neighbourhood Asian countries could benefit from more capital liberalization policies from mainland China and relative valuation attractiveness.