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  • 11 Reasons Why It's Time to Invest in China and 5 Ways to Play It [View article]
    When investing in China, bear in mind that the transparency will always be much less than even the numbers put out by Bear Stearns and AIG. Hence: a higher multiple is appropriate, and a higher dividend, and "earnings growth" or similar rubrics should be treated with extreme caution (unless you are managing a Chinese bank or factory yourself, in which case, you have enough information to make informed judgments).
    Jan 15 08:14 am |Rating: +6 -5 |Link to Comment
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