Comments on: 11 Reasons Why It’s Time to Buy China

By: Tycoons of the Day : Forget America's Stimulus

Tycoons of the Day : Forget America's Stimulus — Tue, 10 Feb 2009 23:43:27 +0000

[...] money to be made. Mark Mobius, the emerging markets guru at fund manager Franklin Templeton, said he is loading up on “bargain” Chinese stocks. Jim Cramer, the frenetic host of Mad Money on CNBC, [...]

By: datadave

datadave — Sun, 01 Feb 2009 21:11:44 +0000

I believe you can invest in Chinese stocks via the New York exchange via etfs or direct offerings such as Chinese Mobile (phone company world’s biggest). It would not be in their interest to renege on their shareholders. I did a simulated trading of some and so far they are going up and up. Like GLD. China already has a stimulus in the works. I bid them well as the Chinese have produced a lot of cheap and well made stuff that works in our economy. Like it or not, but American Capital sold out American workers for decades now and we couldn’t live as well as we do w/o Chinese cheap labor into high value products like our Iphones and other Apple stuff for example.

China will have to get their own economy consuming more with works projects and keeping people working improving their infrastructure. And maybe growing things again…like foods …and forests!

Ok? We can ‘green’ our economy with proper leadership and I hope Obama gets off his horse and delivers. But he’ll have to get more brave and stretch a bit if he’s not to become the modern Pres. Hoover. I voted for the guy but am not optimistic about leadership at the public level and Republicans lost America’s respect due to their slavish devotion to all things Reagan (ideological offerings like, um, Ayn Rand’s Alan Greenspan?) and trusting all rich people. (hey, you don’t get rich by playing ‘fair’. usually.) .

By: ottnott

ottnott — Fri, 23 Jan 2009 22:55:09 +0000

Flawed advocacy.

One should use analysis, not advocacy, to guide investment decisions. This article provides only advocacy.

Worse, it is flawed advocacy.

For example, the author claims that, per “a recent survey from the Pew Research Center”, Chinese consumers are feeling very positive. That rang a false note for me, given the massive layoffs by Chinese factories and the sharp declines in global container traffic.

I quickly found that the “recent survey” was conducted in Spring 2008, when China was feeling pride in the approaching Olympic games and the Chinese stock market index was 75% higher than it is today. See the last table at this link: http://pewglobal.org/reports/display.php?ReportID=263

Not surprisingly, recent surveys paint quite the opposite of what Basenese claims above. A Dec. 2008 survey, for example, found that consumer confidence had sunk to a level last seen “in 2003, when China was reeling from Severe Acute Respiratory Syndrome, a contagious lung disease that killed almost 350 people across the country and brought big cities to a standstill”:
http://news.smh.com.au/business/chinas-consumer-confidence-falls-20090109-7dhw.html

By: Francis Koh

Francis Koh — Wed, 21 Jan 2009 01:21:51 +0000

I am not so sure the writer has done deep enough study on investing in the stock market in China – which by the way is the worst performing stock markets in 2008, A general blanket recommendation is not a good idea when it comes to investment in anywhere. I recommend to those who want to invest in China Stocks to go for big cap stocks only – a word of caution the corporate governance is weak and often than not likely to be abused. But then this sort of things happen everywhere. Such is the consequence of greed.