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Beware of China - An Investment Perpective from Motley the Foool

enjoyall

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Jan 15, 2005
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Enough of this bullshit. A country that offers opportunity also posts challenge, surprised? In international trading, there are gains and losses. As long as the US economy stays on top of the food chain, let those furniture makers find new jobs. The US or the entire West has gone through the "Japanese is going to dominate" the world crisis, and look where are they now? The people who cannot compete complain the loudest. Those companies which are making money in China are keeping quite (GE, Boeing, Catpiller….). It is simply politically correct to do so. Ever wonder why all these companies flock to China? In addition, half of the exports from China are from international companies that invest in China, the profits ultimately comes out of China and are distributed to shareholder at home. Even for those Chinese domestic DVD player manufactures, they have to pay lots of loyalties to foreign companies. US and Europe companies exploit the cheap labors, pollutes Chinese soil and gets to keep the profit, what the f**k is to complain about. I am sick of cry babies.
 

wollensak

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Jul 7, 2002
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ardbeg
Can you read, Enjoyall??

The main point of the article is that investors in US companies should ask themselves how competitive the companies are that they are investing in.

There is no China-bashing that I can see. Sounds like a pretty accurate
description of the facts. Motley Fool is an Investment newsletter, not a
political digest.
 

ice_dog

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Jan 13, 2002
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wollensak said:
The main point of the article is that investors in US companies should ask themselves how competitive the companies are that they are investing in.

There is no China-bashing that I can see. Sounds like a pretty accurate
description of the facts. Motley Fool is an Investment newsletter, not a
political digest.
Exactly, this is just an investment letter by Selena.

http://www.fool.com/About/staff/SelenaMaranjian/author.htm

After all, she is only one of the Fools....lol .I know someone will get pissed off by this.

So, start your own investmet letter if you disagree, and post it here.
 

enjoyall

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Jan 15, 2005
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Yes, I was aware it's an investment letter. I was also aware of the underlying tone of the article, which is quite negative regarding US trading policy. It cites the same evidences used by the anti-trading groups, which I think are bullshit.
 

enjoyall

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Jan 15, 2005
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By the way, I have no problem with China-bashing. The chinese government deserves some basing and more.
 

enjoyall

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Jan 15, 2005
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I did not make my point very clear in regarding to "bashing". I meant for the Chinese political system and many dometic policies. I lived in China for 18 years. I heard more "china-bashing" from Chinese than I do now from the outside. Every country deserve some bashing, since none is perfect.
 

ice_dog

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Jan 13, 2002
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Chinese ADRs

One of the key to successful investment is never get emotional. don't take things too personally. There is always two sides to every stoy. I view it as reminding people about the risks in investing in China. It is really a case of risk vs reward, if u know how to play the game.

Personally, I have played a few chinese ADR's with mixed results:

gained 35% on NTE(this year)
gained 25% on BYH(last year)
15% under water with SOHU, still holding
bailed out CHINA.COm @10.00 to break even(two years ago), which is probably my best move, coz it is now under $3.00

What I really wanted to know is if someone can share his/her experiences in those Chinese ADRs, in particular CYD. It poppled almost $4.00 yesterday to finish at $11.00
 

ice_dog

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Jan 13, 2002
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Cute In A Kilt said:
I realize that.... from a investment perspective.... my comment about bashing is not directed to you, I am merely pointing out that in the States there seems to be a growing and overwhelming tone of chinese bashing and I think it comes more from an insecurity and the fact that China has become a threat so quickly (economically) when a decade ago no one even cared about what happened there.

Enjoy I agree about the fact that chinese bash China more then outsiders, as when I lived in Hong Kong there was definately a class system there against Mainland chinese.... I guess I'm just a little sensitive because this board has had multiple threads in regards to China and some members have been very rude and insulting in some of their comments about Chinese people of which makes the context of my interpretation of your comments a little different then it should have been. If I took you wrong way I apologize.... As for the domestic and human rights policies *sigh* like you said no one's perfect and at 1.3 billion people I wonder what kind of system would work effectively....

My grandfather has been running garment factories in China for decades... he's seems to be doing just fine and it's been growing a lot in the last few years :)

R U addressing this to me ? No need to apologize . I did not write that article. I was just the messenger . I know sometimes people blame the messenegr for the message.

Seriously, are you an investor or a gambler, other than what you are doing ?...lol

Ever follow a stock by the symbol SNDA ?
 

enjoyall

New member
Jan 15, 2005
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ice_dog said:
One of the key to successful investment is never get emotional. don't take things too personally. There is always two sides to every stoy. I view it as reminding people about the risks in investing in China. It is really a case of risk vs reward, if u know how to play the game.

Personally, I have played a few chinese ADR's with mixed results:

gained 35% on NTE(this year)
gained 25% on BYH(last year)
15% under water with SOHU, still holding
bailed out CHINA.COm @10.00 to break even(two years ago), which is probably my best move, coz it is now under $3.00

What I really wanted to know is if someone can share his/her experiences in those Chinese ADRs, in particular CYD. It poppled almost $4.00 yesterday to finish at $11.00
I have followed this stock for over a year and lost money in it. I got back in yesterday at $9. I always thought the ownership is confusing, but a non-issure when it comes to earning power, since to share holder it's the PE that counts. Anyway, that thinking cost me lots of money, hopefully I will make it back.
 

ice_dog

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Jan 13, 2002
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enjoyall said:
I have followed this stock for over a year and lost money in it. I got back in yesterday at $9. I always thought the ownership is confusing, but a non-issure when it comes to earning power, since to share holder it's the PE that counts. Anyway, that thinking cost me lots of money, hopefully I will make it back.

R U taling abotu CYD ?

It is very confusing indeed

Another thingabout those chinese ADRs is the insider usually control more than 70% of the share, which I don't like. It is sometimes hard to dig out financial data. Kinda like shooting in the dark. Good luck to you...

Seriously, NTE should have more juice left. It is HK based. I got out at 26.5
 

enjoyall

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Jan 15, 2005
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Yes, I was talking about CYD. I have made money on most Chinese ADRs I traded. Trading is all they are good for,not for holding.
 

ice_dog

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Jan 13, 2002
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While I was visiting in China, I heard that most people trading in the Shanghai Exchanges are very short-term oriented. Anything longer than 2 months is considered long term .

Another thing I don't understand is why the Shangai Exchaneg index is at its 5-year low and it is going nowhere. It is the symptom of a forth-coming recession or rapidly rising interest rates. ANy thought on that ?
 

Don

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Aug 23, 2001
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Cute In A Kilt said:
If it does become any more of a superpower then it is, then big countries will have to deal with them like it or not......just like most countries right now, hate Bush, but they still deal with him....
Agreed.

Though to be honest, I somewhat like the focus on China a bit. I get tired of reading about the USA over and over. The way most left-leaning folks target America, it's like the US is the only country that is a problem.
 

enjoyall

New member
Jan 15, 2005
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ice_dog said:
While I was visiting in China, I heard that most people trading in the Shanghai Exchanges are very short-term oriented. Anything longer than 2 months is considered long term .

Another thing I don't understand is why the Shangai Exchaneg index is at its 5-year low and it is going nowhere. It is the symptom of a forth-coming recession or rapidly rising interest rates. ANy thought on that ?

The problems the Chinese stock exchange is facing has nothing to do economics, it's politics. Many of the companies listed over there should not get listed at all. Anyway, it's a very long story. I will write more later. Basically it's an example of failed marriage of capitalism and central planned economic system.
 

ice_dog

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Jan 13, 2002
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That's why I always think India and South Korea are better places in asia for long term investment. The risk of investing in China is inherent from its regressive political system. I am sure those diehard china patriots are swearing at me again.

Speaking fo Korea, I think she(?) is under-valued. South Korea is always so low profile. Twenty years ago, Japan was making all the headlines, and Koreas was like a new kid on the block. Nowadays, China is getting all the attention and South Korea is playing second string again.
 

assoholic

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Aug 30, 2004
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..my own 2 cents is this. One thing just abput every one seemingly can agree on about China is this. The Chineses think long term. Why do you thin k all foriegn companies have to have a 50 % Chinese partner ? Down the road, I have a feeling they are just going to pass a law and write off the 50 % Foriegn ownership in these companies. Probably using reparationsfor the damage the West did to China in that past as an excuse.
 

enjoyall

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Jan 15, 2005
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assoholic said:
..my own 2 cents is this. One thing just abput every one seemingly can agree on about China is this. The Chineses think long term. Why do you thin k all foriegn companies have to have a 50 % Chinese partner ? Down the road, I have a feeling they are just going to pass a law and write off the 50 % Foriegn ownership in these companies. Probably using reparationsfor the damage the West did to China in that past as an excuse.

Haha, if the Chinese haven't thought of the idea now....they may.... damn, I hope no commnunist read escort board. But again, that 50% partnership requirement have been lifted in many industries, insurance, banking, travel agency soon, and lots more to come. China, I think, is on one way street to capitalism. That capitalistic economic system is slowly, but surely pulling the political system toward collaps. In my opinion, the Chinese way of slowly adopting economical and political reform is the best way for poor countries to change. East European, and south American countries have proved that democracy does not help poor economics very much. Worse still, poverty and low education undermine democracy.
 
Ashley Madison
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