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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (49059)	8/12/2012 2:42:03 PM
From: Jurgis Bekepuris	2 Recommendations of 78656

XIN - If I had to choose cheap Chinese company to invest into, I would definitely prefer non-RE related one. IMHO, RE is one of the riskiest places to be in Chinese market, since IMHO there may be a bubble there and if it pops, this can crash way low. I would prefer companies that might not be directly affected by RE and infrastructure slowdown/drop. This is part of the reason why I'd rather buy Chinese gaming companies or advertising companies rather than XIN. OTOH, there is value in diversification, so XIN might be a position in well diversified Chinese stock portfolio. I will skip it though. Disclosure: I have large positions in CYOU, GAME, PWRD.

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