Wednesday, January 4, 2012

Happy Investment Year To You

Hopefully this year will be better than last year for investors. Especially investors in US-listed China stocks have suffered tremendous losses. My China portfolio was more than 70% down in 2011.

The year 2012 started well with a rally in American Lorain (ALN).

If someone would ask me what are your 10 amigos in the US China space for 2012, I would say:
American Lorain (ALN)
China Botanic Pharmaceutical (CBP)
China Green Agriculture (CGA)
China Marine Food Group (CMFO)
China Shengda Packaging Group (CGPI)
China XD Plastics (CXDC)
Guanwei Recycling (GPRC)
Longwei Petroleum Investment Holding (LPH)
Winner Medical Group (WWIN)
Yongye International (YONG)

I really think there is value left, despite the fraud charges many US-listed China companies had to face in 2011! If we will see a broad recovery this year only God knows!

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