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Strategies & Market Trends : Greater China Stocks

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To: Julius Wong who wrote (1315)	11/23/2003 8:16:15 AM
From: cooksbay95	Read Replies (2) of 8334

Julius, Thanks for the list. I looked at all these funds on M. Here are a few conclusions. Only DPCCX MCHFX and NGCAX get 4 star (or more) ratings from M The loads some of these funds charge are incredible ... some gouge you both coming and going! Even with the recent noise and excitemnt and the explosive market growth all of these funds have less than $100 million in assets except FHKCX which doesn't purchase mainland-based companies and ICHKX ($103 million). There is huge overlap in the companies they invest in ... almost all of them have 2-4% of their assets in Petrochina, Huaneng Power, Denway Motors, China Telecom, Taiwan Semi, Swire, Hutchison etc. The conclusion I draw from this is that the $ that have gone into these companies (and funds) is still miniscule ... yet there are still very few companies to invest. What happens when Vanguard and Fidelity create "mainland" funds and more investors see the growth potential. Wow! These leading companies are going to see their stocks rocket even further. Having said that I think the volatility will continue to be huge. Thoughts?

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