megiddo666

Outlook for Chinese and Hong Kong ADRs

Helpful summary Tom,

Some would argue that Chinese domestic spending will follow the course of export revenues, and layoffs at Chinese exporters and manufacturing may trigger that. On the other hand, the Chinese exporters may become importers, or manufacturers for the domestic market or seek new international markets for goods...

While long some Chinese ADR's, my investment interest is Chinese small caps that make most of their earnings in the Chinese domestic market that are basic materials or consumer staples and will experience strong growth. Companies such as FEED, CAGC, SDTH, CDS, and NOEC fall into my area of interest.

BTW, is it possible on the table that LDK and TSL should fall into Industrials vs. IT?

Look forward to your next article.