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Strategies & Market Trends : Value Investing

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From: Paul Senior	4/26/2011 8:43:10 PM
	3 Recommendations Read Replies (2) of 78618

My experience with China small caps has now soured me on Chinese stocks -- both small and large --for anything other than very short term trading vehicles. I have sold most Chinese stocks that I hold a/o today. Holding now only losing positions in Chinese cement company CADC, losing position in heat-exchange mfgr HEAT. Also have auto supplier CYD and HK telecom CTEL. That's about it. I don't have enough courage, confidence, knowledge, skill -- or maybe it is personal connections that's required? -- to ride the Chinese market by myself.

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