e chang

Select Chinese Stocks Have a Way to Go

I have 3 of the 5 stocks you own (FMCN, CTRP, GOOG), and only recently dumped GS, possibly to buy back sometime down the road. I also like CHL. Nevertheless, I think your lack of at least a modicum of diversification will burn you. How long have you been investing in stocks? The "smartest guys in Silicon Valley" also started many of the internet companies that crashed in the tech bubble. CTRP is expensive.