做多中國... how time changed,

it's everyone's attention now,

how temping it is to follow Jim Cramer, to quit while the going is good, and to always be able to brag: "I was so right...",

or to like o4k, gently telling everyone, "me smart...",

well actually o4k, or Xiong as in its previous life, is probably the foremost avant garde and the best operator on this subject, he dumped GOOG last year end and moved his gazillions to pick the perfect bottom in Chinese stocks,

and then there are prof3 with his "Chinese 3", namely PTR LFC CHL, and many other unsung heros...

and then there is the God, the fastisslow man who dinnered with Warren Buffert himself and has long, and by long it means years of course, invested in none but one Chinese stock, 000002,

so I guess I'm here for a laugh,

cheers all,

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龍抬頭，大象飛舞的年代
來源: noMatter 於 06-12-18 07:15:25

回答: 中概現在也是蘭籌時代，瘋掉了。 由 buydip? 於 2006-12-18 07:03:31

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http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=562775

堅決地，不斷地，aggressively 做多中國。
來源: noMatter 於 06-11-09 10:32:12

many assets are still relatively cheaper,

growth in unimaginable outside,

traps and bombs here and there, but if you think in at least 5 year time frame, then it's plain stupid to avoid the whole category all together,
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http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=561388

那鯊魚關於做多中國的幾句廢話

來源: noMatter 於 06-11-08 08:09:23

buy asset,

buy growth,

buy transformation,

======

so ideally if company is asset rich, still growing, and has a potential to change from Cinderella to a princess...

if not perfect then try to balance the rest to suite your own taste,


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那鯊魚遊走之前頻頻回首，終於又回來，繞船３周,長籲一聲:

來源: noMatter 於 06-11-06 21:46:02
別忘了，做多中國!

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說實在的，在教授3質變以前，熊關於大趨勢的解讀無人能及

來源: noMatter 於 06-11-06 20:04:37

credit goes where credit is due... I totally agree his opinion on:

做多中國,

even this is not a new new story... back first week of 2003, I remember this is the cover story of the Chinese Finance magzine

But 做多中國 is the new new recurring bubble. Probably for the next 10 years. Whenever there is a need for rotation.

那啥說法來著。。。重要的是參與！

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http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=490283

it's silly not to invest in China
來源: noMatter 於 06-07-28 11:54:17

individual stocks might go up and down, but as an asset class, Chinese stocks are must-have, no matter if you are to go or not to go back in person

reason is beyond obvious, China is the country right now that is creating the biggest incremental physical wealth,

the trick of course is to make sure your investment can endure the test of time, the easiest thing is to buy FXI,

the thing that makes go-or-not-go-back choice difficult is that while China is producing the biggest wealth increase by far, the piece that falls into your hand may or may not be big enough,

but the invest-or-not-invest choice is really, literally, a no-brainer,