suburban blues

Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops

Thoughts...what about the lower PE Chinese stocks like ADY or CAGC? Or where the PE is much less than the growth rate like FMCN (PEG is about .70)? Or reasonable valuation vs growth prospects like GIGM? Are they part of the "bubble"?....seems to be some cross currents in the Chinese markets.. Thoughts?