theoilyboy

China Stocks: April Was Kind

Kraken,
I appreciate your comments but I have a few questions

-if the US and Europe are in recession, won't that free up FDI to go where there is growth, ie China?

- 20% exports can easily be sucked up into domestic China or re-routed to other growing Asian economies. This might also have the effect of reducing domestic Chinese inflation as well

-The US economy is growing at <1% and companies are still growing. Good companies are growing at significantly better than 10%. China's economy is is growing at >10%, what type of growth rate would you expect is reasonable for Chinese companies serving a domestic China consumer (BIDU, SOHU, LFC, COGO, CTRP, CHL, FMCN, EDU, etc)?

- Infinity is a very long time, but can't good companies grow at 10% for a very long time? Or could they at least grow long enough to make good investments for long term investors not to mention short term traders?

- If safety is your objective, go to TIPS

I am not trying to be flippant, but where else can you find compelling growth opportunities in real companies serving a strong growth environment?