Mr. Zhao

Why I Sold My China Positions

Your figures are way off. If they're right please point out to me where to acquire an Audi A4 for 50,000 yuan... that's about 8k USD.

When and Where to Go in China

You guys can't be serious. If you're convinced that Chinese A shares will go down to the 1800 level I'd love to write a few forward contracts with you. All jokes aside, the Chinese govt should use this opportunity to open up and integrate the market internationally. Now is a good time to combine H and A shares given the tight spread.

China: Hot Money Inflows Coming in Fast and Furious

Hi Mr. Pettis, keep up these great analysis. Your posts are extremely well reasoned and informative.

John the Bear, there a a lot of value investments in the Chinese market right now for the long term investor especially H and B shares. Call me a fool but China's fundamental growth story remains intact.

China Now Down Over 40% from Highs

I think PE should go down to around 20-25 meaning Shanghai index goes down to around 2800-3000. Though it's painful for shareholders, it's good the bubble got bursted before it got too much worse and bring even more pain in the long run. Hopefully the market will consolidate around this level and just give us 15-20% returns annually.

Tibetan Unrest and Economic Implications: 'Nancy Pelosi's War'

I agree China should do more to benefit the average Tibetan with our economic policy. However Nancy Pelosi needs to stop her ignorant and selfish bashing. One can't deny the economic advances we have given Tibet in the last 50 years. Further, having been to Tibet two times, I can attest that Tibet enjoys substantial religious freedom.

Should We Buy the PetroChina Stock Buffett Sold?

All of you seem to be forgetting that PTR deserves a multiples premium because of its status as a MONOPOLY. I'm fairly certain that the price control on gas is a temporary measure that will be loosened in the long run as China's inflation eases. Further, PTR refines mostly its own oil. PTR is a much better buy than SNP.

China Stocks: Risks Ahead

Non-food inflation is still mild. Chinese gov't should do more to promote food imports instead of hiking interest rates and reserve ratios. You are actually shorting Hong Kong H shares with FXP. IMO H shares are in the process of bottoming and shorting them at this valuation not rational. Even A share will not collapse but rather may go down to around 3000 and reach parity valuation with H shares. China's fundamentals are still bright.

Why It's Not Too Late to Short China

Downside is rather limited now since A shares historically carry a 50%+ premium over H shares. IOM H shares are already rather cheap and have bottomed. Your shorting of H shares with FXP is dangerous to the health of your portfolio.

China's inflation is the result of excess liquidity from a variety of complex factors but I do see the problem easing a bit going forward. I have great confidence in China's growth.