Richard:
As I understand it, Jardine Matheson is a conglomerate holding company with global operations. While this is an over simplification,
it is more of a "global fund" than a HK/China specific investment.
Some of their subsidiaries, (E.G. The Jardine Fleming group), are more
HK/China specific.
I know very very little about them, and have nothing against them.
But, I already own shares in Templeton Dragon Fund, (NYSE: TDF).
I bought the shares at @ 18% discount to NAV, and the fund is managed
by Dr. Mark Mobius. I do know Dr. Mobius' record, his philosophy and
the years he spent as John Templeton's understudy. That does not
necessarily make him or his fund any better than anyone else's.
It does allow me to rest comfortably, as I personally have a high degree of confidence in Dr. Mobius.
Sorry I could not be of more assistance.
Doug |
