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Nickname: Mary
Review: Interesting thoughts, good article. I enjoyed reading it.
Date reviewed: May 19, 2006 2:33 AM
Nickname: Angry
Review: Anymore anti-chinese articles that I can laugh at?
Date reviewed: May 10, 2006 6:02 AM
Nickname: eliteenjoy
Review: For retail investors with limited knowledge of China, investing in foreign companies with China exposure is a safer way compared with investing directly in a pure Chinese company. It is also important to select those ones with successful track records in China. This article offers good advice to prudent retail investors wanting to benefit from booming China and for those wanting bigger returns they can choose pure Chinese companies such as China Construction Bank or others. However, they should read up on the risks such companies bring, too.
Date reviewed: May 8, 2006 9:15 AM
Nickname: NYC consultant
Review: Should we really trust the Western trained managers that brought us Enron and MCI more than anyone else? Some of the largest frauds happened in developed markets with all the so called checks and balances. If you want to invest in China, you're probably looking for outsized growth, and the strategy above makes little sense. Go buy the DJ Index instead.
Date reviewed: May 5, 2006 4:26 AM
Nickname: robert joseph
Review: Back in 78-79 when Venerable Deng opened China to the Four Modernisations, we were there in Hong Kong. Everyone, especially my fellow Americans were jubilent; "We're gonna make billions!" they cried, especially airline and hotel execs.
Hong Kong's finest entrepreneurs believed that they 'will show our country bumpkins how business was done.'
I don't think any airline or hotel operator has pulled any 'profits' out of China. And I know many Hong Kong 'hotshots' that had their skivvies stolen right off their bottoms by those 'country bumpkins.'
China is very astute at playing one off against another, and only after millions of Dollars, Pounds, Euros, or billions of Yen or Won have been 'invested' have these hot shots realised that China is a modern day La Brea tar pit - history will uncover the 'bones' of many top-line capitalistic predators who thought that the 'Holy Grail' was theirs for the taking.
Buyer BEWARE!
Date reviewed: Apr 25, 2006 1:28 AM
Nickname: fromhk
Review: A few things to remember:
1) The chinese business of many US companies (and even HK companies) is too small to have a real impact on their stock prices.
2) A good number of US listed companies have major institutional investors that have seats on the boards to oversee things.
3) Private companies may not imply lower risks than state-owned enterprises. Some of the most ridiculous cases are related to private companies.
4) Many Chinese companies are trade related. You could find yourself, in fact, investing in the US economy if you own them. Find those stocks that can benefit from the domestic consumption growth, not the US.
Date reviewed: Apr 22, 2006 7:06 PM
Nickname: Hohmer
Review: I think this is a very conservative approach to invest in China. Of course, there are many risks to invest directly in Chinese companies or ADRs, especially the lack of accounting transparency or corruption (i.e. Guangnan a former blue chip). But there are quite a few good Hongkong-based companies that an investor can make money on. For example, Tom Group or Hutchison Whampoa, China Mobile, or Lenovo etc.
Date reviewed: Apr 21, 2006 6:22 PM
Nickname: Reine
Review: I am 82 years old and need to find aome stocks I can afford to help me suppplemet my income. Another Google would be nice. But I am talking about cheap up-and-comers. Can you help? Besides I like China.
Date reviewed: Apr 21, 2006 6:05 PM
Nickname: openminder
Review: I think the author should do more research, not on China, but on US companies, which have been hit by many financial reporting issues and corporate management scandles. As an investor, we shall look at the risk and reward. So far, Chinese stocks have generated returns, on average, more than 50% year to date. My question is when and how long Shaun has been in China? There is nothing new on what he is talking about. As a resercher, I expect more insider perspective.
Date reviewed: Apr 21, 2006 6:04 PM
Nickname: jcapape
Review: Was very interested in comments made by Mr. Rein. I appreciate his fresh, different view. Don't get caught up in the hype and risk. Would like his views on funds like GCH and EWH.
Thank you.
Date reviewed: Apr 21, 2006 4:07 PM
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