Bharat

Select Chinese Stocks Have a Way to Go

Excellent article. Thanks for candidly sharing your portfolio.
I sold all my holdings in U.S. stocks in Mid January. Sat on cash for a few weeks and recently bought Indian ETF's and closed end funds INP, IIF, IFN and Chinese FXI, Gao, PGJ. Roughly 50/50 for India Vs. China.
I am up significantly in last two weeks, though INP where I had made good money in 2007 has been a laggard lately due to law changes in India.
Please comment.