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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Asia Confidential: Buy China, if your risk appetite can stand it. (link to weekly article.)

Comments

  • beebee
    edited March 2014
    This article by US Global (Frank Holmes) might be worth a read as well:
    Follow_the_Money_to_Asias_Tech_Hub

    Also, take a look at the portfolio of KWEB (mostly chinese internet stocks) or maybe MATFX.
  • cman
    No, thanks. I will stick to my 2x inverse short for China until pumping like this is able to reverse the trend.

    Taiwan and South Korea are doing much better than China from the positive effects of tech industry on their (smaller) economies.
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