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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (32463)	10/15/2008 10:20:34 AM
From: gcrispin	of 78676

Let's just say I like their balance sheets.:) What I look for in a Chinese company is one that has a competitive advantage. GU is the largest biodiesel company in China that operates with favorable gov. policies. (Slide 7 and Slide 18 in the PDF file that I previously posted, in case you are interested.) I'm not crazy about small pharmaceutical companies in China because of quality control issues and because I don't think the gov. really has health care as a high priority. (After all, the government runs the tobacco monopoly.) globaltechforum.eiu.com The other companies may or may not have competitive advantages that will help them grow. My quick take is that semiconductor and electronics sectors will be highly competitive. CHNG is also a stock that I think will benefit from favorable gov. policies as described in their latest PR. It is one I own at higher prices. biz.yahoo.com

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