J.D

Five China Stocks I'm Eying This Week

Simple solar devices are commonly used in the countryside so there's a high demand for cheap product. Think rooftop solar water heaters and streetlights for areas without reliable electricity, not high tech innovation. On Chinese companies overall think "due diligence" and "get rich quick scheme". On Chinese markets, think "pyramid". Somewhere in the mess a few will find nuggets of gold.

China markets are being routed today, though China remains particularly vulnerable to further downside. "Decoupling" is the worst possible theory in a time of rapid globalization.