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To: jrhana who wrote (9780)4/15/2003 10:46:20 AM
From: russwinter  Respond to of 39344
 
<hugely overblown monster epidemic.>

We'll call it the "short death" trade. <g>

<Where besides Jay Chen do we go for information on investing in China?>

I'll probably keep it simple and play closed end funds, which are trading at large discounts to NAV: GCH -14.7, SAF -17.1%, APF -14.6%.

Marc Faber's a bit misnamed book, "Tomorrow's Gold, Asia's age of discovery", would be an essential read. He has a letter that I passed on, as the sub cost was rather steep. Now if someone has it?

His site, see among others his recommended Asian stocks:
gloomboomdoom.com



To: jrhana who wrote (9780)4/15/2003 10:50:01 AM
From: gold$10k  Respond to of 39344
 
Greater China Stocks board

Subject 53540

...or just trade the closed end funds CHN and GCH. Notice the November to April sawtooth pattern on CHN. I would wait for a better buying opportunity... probably next fall.

139.142.147.218