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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (35979)	11/19/2009 4:40:39 PM
From: MCsweet	Read Replies (1) of 78743

I know this is China's century, but I have trouble investing heavily in markets where I am one of the least informed investors, and where I think many of the businesses are ethically challenged. Given my past experiences with both American and Chinese companies, I'd rather own a cheap stock with a semi-honest management then a super-cheap stock with corrupt management, and it is easier for me to ascertain semi-honest management in the US. That being said, there is probably something to buying a basket of Chinese value stocks on big market pullbacks, because you have basically a call option on improved sentiment on China. It reminds me back in 2002/2003 when you could buy these net-net tech companies and then saw huge gains when sentiment in tech improved.

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