做多中国... 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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http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=591615

龙抬头，大象飞舞的年代
来源: noMatter 于 06-12-18 07:15:25

回答: 中概现在也是兰筹时代，疯掉了。 由 buydip? 于 2006-12-18 07:03:31

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

坚决地，不断地，aggressively 做多中国。
来源: noMatter 于 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

那鲨鱼关于做多中国的几句废话

来源: noMatter 于 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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http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=559853

那鲨鱼游走之前频频回首，终于又回来，绕船３周,长吁一声:

来源: noMatter 于 06-11-06 21:46:02
别忘了，做多中国!

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web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=559720

说实在的，在教授3质变以前，熊关于大趋势的解读无人能及

来源: noMatter 于 06-11-06 20:04:37

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

做多中国,

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

那啥说法来着。。。重要的是参与！

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

it's silly not to invest in China
来源: noMatter 于 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,