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  • Top 10 ETFs for a Rising China [View article]
    Thanks for a good article with a number of investable ideas for anyone that's a long-term bull on China.

    Question:
    Was there any reason you did not mention an agriculture ETF or Brazil via EWZ to go along with your theme?
    Jun 10 01:00 am |Rating: 0 0 |Link to Comment
  • The Next Commodities Boom: Around the Corner? [View article]
    Does anyone have a favorite/strong currency other than the Renminbi to short the Dollar against? I think the Dollar will fall a lot more over the next 5 years but not sure which currency to pair it against.

    Disclosure: long CYB
    Sep 12 16:11 pm |Rating: 0 0 |Link to Comment
  • Chinese Aluminum Woes [View article]
    They are not doing a cost/benefit analysis. If they were operating in a free market they would crank up output to meet demand and reinvest in more resources. They are simply following the governments directive (express or implied) as all good communist do.

    Disclosure: long China via MCHFX.
    Jul 17 00:26 am |Rating: 0 0 |Link to Comment
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