A Look at China's Top Five ADRs by Market Cap [View article]
Great stuff David, I own LFC and CHL (China Mobile). LFC seems to be the best China play because it's growth is unrelated to macro conditions or price of raw materials. What's happening in China is massive growth of the middle class and no matter how they make their money - those people are saving it with China life, which has virtually no competition. Check out my portfolio for other holdings. Cheers, guliamo.
A Look at China's Top Five ADRs by Market Cap [View article]
I own LFC and CHL (China Mobile).
LFC seems to be the best China play because it's growth is unrelated to macro conditions or price of raw materials.
What's happening in China is massive growth of the middle class and no matter how they make their money - those people are saving it with China life, which has virtually no competition.
Check out my portfolio for other holdings.
Cheers,
guliamo.