Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: tradermike_1999 who started this subject	2/3/2004 3:09:57 AM
From: Seeker of Truth	Read Replies (2) of 74559

Jay, I have a question about investing in H shares. As a generalization, services are stickier than manufactured goods. So services are the most attractive long term investments. Services like insurance, parcels and logistics, airline reservation systems, are relatively new to China and relatively old and familiar to skilled operators like AIG, UPS and Sabre respectively. What's to prevent the latter three from entering China, hiring hard working Chinese folks and using their decades of experience, to take the leading position in the market away from the local firms? I thought according to WTO, the Chinese government can't favor Chinese firms over foreign firms. Of course such agreements don't stop the Bush administration from favoring US companies extensively, as Canadians and the EU well know. So the area is quite murky. What's your thinking? Chugs, Malcolm

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