Monkey Man

China Biotech Smallcaps: Are They for Real?

There usually are good reasons for why many of the names you mentioned trade the way they do...

China Trying to Break the Euro?

Interesting idea but not going to happen. A collapse in the Euro would be a major problem for China's exports to the region. Furthermore, China is in close dialogues with the EU (ex-France) regarding working together to combat the crisis; a collapse of the Euro and weaker member nations would exacerbate the global economic crisis.

Opportunity to Buy China Natural Gas Before Nasdaq Listing

I guess you assume people will just take your word for it and believe the company has solid growth and fundamentals? You provide zero analysis here... careful, their Nasdaq listing is far from being a sure thing!

Savings Not a Top Concern for Chinese, MasterCard Survey Says

I find it funny that you cite the MasterCard report. For MasterCard to release a gloomy report about consumer spending would be similar to McDonald's coming out with a report admitting that KFC is winning the fast food battle because the Chinese consumer prefers chicken over beef... while true, they won't release such reports since it reflects negatively on their business outlook.

There's Still Hope for Focus Media After Sina Acquisition

Agree with Paul Trades and Northvalley. I would get out of Focus. Their only hope now is be able to find a buyer and rumors have certainly been floating around. As a standalone business not very interesting given lack of scale, small/immature online advertising market in China and shrinking ad budgets.

Trouble Brewing for Starbucks in China

While I agree that expat executives and senior level professionals are key target markets for Starbucks in China, you are missing the fact that on any given day a large percentage of people sitting in Starbucks are also young Chinese adults in their early 20's who for the most part live at home with their parents and thus are able to treat most of their paycheck as discretionary spend. This demographic has not been been affected much by the global downturn and thus key for Starbucks is to target these folks as well in order to further drive sales.

China Med Forecasts Increased Revenues for 2009 Despite Low Q3

Correction: the 10-15% revenue growth refers to 2008 full year revenue, not 2009.

Why I Sold My China Positions

Microcap: Given your exaggerated deflationary figures to make your point, I question whether you're long or short on some of these Chinese names.