Invest In China  

We explore Chinese stocks, stocks related to China, Chinese equity markets, stocks in emerging markets, commodities, as well as other investment opportunities in China as well as around the world.

Currently, Stocks in Taiwan are undervalued.  Read our current report on investing in Taiwanese stocks. (June 2007)

View on Investing in China: (Feb. 6, 2007)

The Chinese stocks listed in the US as well as China domestic shares are currently overpriced, and they will experience temporary pullbacks.  However, we do see a secular bull market for Chinese stocks over the long run. 

Sectors to pay attention: Travel, Agriculture, Energy, and Consumer Products.

Another way to play the growth of China is to invest in Taiwanese stocks, which are currently undervalued, according to comparison to their historical averages.  Details are in recent two issues of our China Investment Report.

Articles on Investing in China

China Investment Report - Discovering quality Chinese stocks, shares, real estates, investment funds, etc.

China Investment Report (Feb. 2007 Issue)

I. Travel and Airlines – Overview
More and more Chinese people from Mainland China are traveling around the world. The exchanges between China and Taiwan will increase as Taiwanese government lifts restrictions on Mainland visitors to Taiwan. Looking forward, travel related stocks, including airline stocks of China, Hong Kong, Taiwan will continue to go north.

II. Chinese Airline and Travel Related Companies – Companies listed in Hong Kong and China that will benefit from the increase in tourism.

III. Taiwanese Airline and Travel Related Companies – Companies listed in Taiwan that will benefit from the increase in tourism from Mainland China.

IV. Hedge: Buy Oil Related Stocks or Commodity Futures Now.
To hedge against the risks of owning airline related stocks due to the expected rise in oil prices, it is the time to invest in oil related stocks or commodity futures. Sugar and coffee prices are also at multi-month lows and could be used as investment plays

V. Issues Revisited (from last report) – Taiwanese stocks revisited

More information on

China Stocks and
Investing in Chinese B Shares listed in Shanghai and Shenzhen Stock Exchange

China Business News - Weekly China Business Report

China Business News Report is a weekly summary of China business news by Xinhua News Agency, the official news agency of China.

Chinese Stocks NYSE (from our Answers section)

Endorsements:

Warren Buffett Interview - Fortune Magazine, Thursday, December 6, 2001, By Carol Loomis

Online Futures Trading - an online future trading broker comparison list.
 

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