Think-About-It

Re-Entering China: A Plan Comes Together

China is assendant in every way possible. They can't be stopped externally. Only a shift back to a closed society would reverse their current course and that does not look like it is in the cards.

Their economic growth will be messy, lumpy and cause many social upheavals within their borders but if the government maintains its current economic/fiscal policies China will blossom into an ecomomic giant.

FXI or other broad Chinese stocks market indicies can only be called overvalued by someone with a very short-term time horizon. Don't invest in China for short-term gains. The big money will be made by those who can hold shares for a decade or more.

Disclosure: Long MCHFX, FEED, HOGS, MPEL

E-Commerce and Private Equity Booming in China

If the trend continues BIDU will grow into (and past) it's current valuation. I don't own any yet but may buy on a pull back.

Chinese Lessons

The author's points are valid. He is highlighting the way China's government works in relation to businesses. Officials decide what's best, make a plan and implement it. Period.

The decision making process in China has little to zero input from the "private" sector and absolutely no recourse for companies or individuals that get harmed by their decisions. Central command & control is still the over-riding mind set there even as they continue to "experiment" with capitalism in certain areas.

I continue to invest heavily in China but perfer to avoid industries that get harmed the most by government interference. Stick with basic sectors providing basic needs (commodities, infrastructure, transportation, tourism, housing... ). Avoid industries that need to be left alone to thrive through "creative innovations" as these sectors look unstructured and messy to Gov officials who are can't resist trying to "control" them in some form or another. comfortable