Maybe but I think the yuan revaluation might end up being more important, at least for US investors, than any other theme.
The US dollar is going to get weaker against the yuan. I don't know by how much or how quickly but this is an easy thing to see as far as high likelihood. All clients have exposure through one of the oils and or a broad based emerging market ETF. I personally added FXI recently trying to capture what I think will be a big move. The Chinese stock market does not have to do well for this work, although that would help. The dollar getting weaker against the yuan, everything else being equal, will benefit any Chinese holdings. That the Chinese markets have done s poorly for so long might also be a catalyst.
This chart shows that FXI has outperformed the S+P 500 by a wide margin over the last month. I have to say I think this could last for a while, at least I hope it does.
As an administrative note I am using ADVFN for streaming quotes and charts. I just started using it a few days ago and so I'm still learning how to use it.
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Found a recent Jim Rogers interview about investing in China. He must think it's a good idea... he's looking for apartments.
Worth taking a look too at a new social networking site for private investors - Stockopedia. There's a couple of discussion threads on China but it's early days.
http://www.stockopedia.co.uk/forum/threads/China
Sorry, correct that - the link is:
China Threads
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