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China Stock Digest is the only individual-investor focused newsletter with full-time analysts and permanent offices in China. We're not just casually observing China from 9,000 miles away - we have our fingers on the pulse of the Chinese Capitalist Revolution and our superior performance proves it! All stocks covered by CSD may be purchased in US brokerage accounts.  |
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Special Portfolio Alert for May 14, 2008… Today we are making FIVE new purchases for our Asia Market portfolio. As a reminder to all our subscribers, we recommend that all of our stocks be purchased as limit orders only (we do not buy at the market price so as not move the stocks as we buy them). HERE’s what we are buying now.... In the May 2008 Issue… Some experts are saying the worst is over for the U.S. financial system, and for the liquidity crisis facing Western industrialized countries, we cannot be sure that’s true. We just don’t know where the next blow is coming from. In this uncertain environment, ultra-cautious investment decision-making is the only option. The China Stock Digest could not have become America’s number one Chinese investment newsletter any other way. The current holdings in our portfolio have outperformed both the Chinese and American stock markets. Our caution does not reflect a lack of confidence in the Chinese economy. As you will see in this issue, China may face challenges, but the economy continues to roar ahead in precisely the opposite direction of the American economy. Read more about China’s economy - Login HERE. Special Portfolio Alert for April 25, 2008… Today we are making a new purchase for our China Stock Digest portfolio. As a reminder to all our subscribers, we recommend that all of our stocks be purchased as limit orders only (we do not buy at the market price so as not move the stocks as we buy them). Our new company announced an 85% increase in profits this week, yet the share price has hardly moved. This is good news for us. Here’s what we are buying now... Special Portfolio Market Update for March 28, 2008… You haven’t heard very much from me over the past 10 days. I have been in Mainland China all this time getting an update on our China investments, having private meetings with senior executives at our companies, and getting a clear focus of where things will likely head in China over the next 12 months. Believe me when I tell you that when I get back in the office next week, we will have some serious catching up to do. The information I learned this past week will dramatically change our China recommendations over the next several weeks and months. That is why we will be holding a special conference call next week as soon as I get a chance to catch my breath. Click HERE to read today’s China Market Update. Special Portfolio Alert and Market Update for March 18, 2008… World financial markets are in turmoil due to continued failures in the U.S. financial sector. The latest casualty is Bear Stearns, founded in 1923 by Joseph Bear and Robert Stearns. Although the firm survived the stock market crash of 1929 without laying off a single employee, they could not survive the lack of ethics so common today on Wall Street. I wonder why Bernanke and his colleagues thought it was necessary to bail out Bear Stearns, as they were guilty of taking unbelievable risk with their client’s funds by taking on a leverage of 32 to 1. If anything, they should have sent over the FBI to arrest the executives that approved the transactions. I will give a conference call today with an expanded commentary on the current situation on Wall Street. Click HERE to read today’s China Portfolio Alert. Special Portfolio Alert for March 11, 2008… China markets have had a rough first quarter in sympathy with U.S. markets. It’s easy to see what’s causing the pressure on our China stocks when we remember that year to date the S&P is down over 13%, the Russell 2000 is down over 14%, and the NASDAQ is down over 17%. Meanwhile, our overall China Stock Digest portfolio, with 65% still in cash, is down less than 3% year to date if you have strictly followed our cash and stock diversification guidelines. While some of our issues are down more than others, gains in several of our stocks as well as our 65% cash allocation, are keeping our overall portfolio at just about breakeven year to date. Although I never like to lose money, I wouldn’t trade our 3% China Stock Digest loss for a 17% loss in the NASDAQ any day of the week. Now for the big question: Is there any relief in sight for the U.S. that will help global markets in the short term? Click HERE to read today’s China Portfolio Alert. In the March 2008 Issue… The drumbeat of bad news from the battered U.S. economy has been droning on steadily since last August, and it seems to be getting louder by the month. Most recently, G-7 policymakers announced that the American economy might slow even further, triggering another round of financial turmoil and more bad news for investors. What can the world’s most powerful financial officials do about it? Not much, they admit. In fact the only course of action they could come up with was to ask China for some relief. The G-7 officials asked China to defuse world trade tensions by allowing the Yuan to appreciate. Those who follow currencies know that the Yuan has indeed been appreciating, reaching record highs almost every week. Just two days after the IMF’s Managing Director Strauss-Kahn recently made foreboding predictions on India, he came out with some hard numbers about the prospects for China’s year ahead. Despite some expected fallout from the U.S. subprime mortgage crisis, Strauss-Kahn told a Beijing audience that the IMF still expects the Chinese economy to expand by a whopping 10% this year. So what’s all this about economic trouble in the region? A number of major economic players like the World Bank have lowered their growth forecast for China. Having once predicted that China would grow at a 10.8% rate in 2008, the World Bank has lowered its growth forecast for the year to 9.6%. This is the kind of “trouble” we could use in Western economies. Obviously there’s a double standard at work here. Read more about China’s Economy for 2008 - LOGIN HERE. In the January 2008 Issue… What better way to start out the New Year than with a celebration, and we do have good reason to celebrate! We are number one! (And number two!) The China Stock Digest has just been ranked as the number one pure-play China stock newsletter in the United States! The authoritative newsletter rating service, the Hulbert Financial Digest released its performance ratings for all U.S. based newsletters and announced that the China Stock Digest beat all competitors hands down by delivering 58.4% gains to our subscribers last year. With hundreds of financial newsletters being published in the United States, the China Stock Digest also ranked as the number two investment newsletter among all categories for 2007. We’re proud of our performance and very happy to have delivered top-ranked results to you, our subscribers. China’s astonishing growth curve is set to continue in the New Year with most reliable sources predicting double-digit performance for 2008. The top estimate comes from China International Capital Corporation (CICC), a multinational investment bank, which says China’s economy is definitely not headed for a hard landing next year. CICC says the Chinese economic dynamo will maintain its momentum and grow at an annualized rate of 11% in 2008. Read more about China’s Economy for 2008 - LOGIN HERE.In the December 2007 Issue… What can you say about the past month except that it was a great time to be in cash? Thanks to our new Profit Protector policy, fully 75% of our model portfolio went to cash as the sub prime credit crisis threw many of the world’s stock markets into steep declines. Even the endlessly bullish Shanghai Composite slumped from an October high well above six thousand to a current level in the high four thousand range. As you’ll recall from my many conference calls, email bulletins as well as the last issue of the China Stock Digest, the “Profit Protector” figure on our Web site establishes a sales price for all of our stocks in the event of sudden market movements. Just to remind subscribers, the “Profit Protector” column in our model portfolio sets a “trailing stop,” or a kind of safety valve. As I reminded subscribers, if a stock suddenly falls to the “Profit Protector” price, it should trigger an immediate sale to lock in your profits through the use of “stop loss orders” or “stop-sell prices.” Subscribers who heeded my advice were spared the volatility I predicted in the last issue. Many of the stocks we sold have pulled back 30% or more since our sell signals. For those who chose not to use the “Profit Protector,” all is not lost. I’m very positive about the companies that I selected to be part of the China Stock Digest model portfolio. In fact, I’m calling for new buys on four of the companies that made up part of the model portfolio before the “Profit Protector” kicked in. They’ve been beaten up sufficiently to represent attractive values at the current prices. Read more about our new buy orders - LOGIN HERE.In the November 2007 Issue… The China Investors’ Fieldtrip is over and I’m on my way once again to the Chinese mainland, this time on a solo excursion. The purpose of this trip is to establish even more of the personal contacts that are so essential to remain in the loop in China’s fast-changing economic landscape. The Investors’ Fieldtrip was as valuable for me as it was for the participants. In addition to meeting business leaders and academics, our investors’ group had the opportunity to meet with officials at the Shenzhen Stock Exchange and enjoyed a forum in Shanghai with a senior economist. The effect of China’s growing wealth is already making waves around the world. Just before this issue was released the Industrial and Commercial Bank of China (ICBC) struck a deal to take a twenty percent stake in South Africa’s largest bank: Standard Bank Group Limited. The price tag? A cool $5.5 billion. The ICBC deal with Standard is part of a plan by the Chinese bank to extend its presence worldwide. Less than three months ago, ICBC bought almost 80% of Macau’s third largest bank for $585 million. And last year, ICBC bought up 90% of Indonesia’s Halim Bank for a relatively paltry $10 million. This is just the beginning for ICBC which still plans to more than triple its overseas presence from current levels. Another giant of the world financial community, Bear Stearns, currently beleaguered by problems with sub prime debt, has forged an alliance with the cash-rich Chinese securities firm, CITIC Securities Co. By contrast to Bear Stearns which is falling in value, CITIC is predicting profits of more than a billion dollars in the third quarter of this year, a 700% increase over the same period a year ago. Read more about the outlook for China’s banking sector - LOGIN HERE.In the October 2007 Issue… I hope you remember what I said during last month’s Wall Street panic. Don’t panic! China is doing just fine no matter what Wall Street says. We did receive some nervous e-mails and calls from China Stock Digest subscribers, wondering if Wall Street’s roller-coaster ride was going to do lasting damage to our China portfolio. The answer was no and it still is. Time has proved that September was certainly no time for China Stock Digest subscribers to join the rush for the exits. If you haven’t been reviewing your China portfolio lately, feel free to gloat. Bubble? What Bubble? As I and my China Stock Digest team left my Hong Kong office last month, the stock exchange was abuzz with rumors about new inflows of capital. We often hear talk about the high P/E ratios of Chinese firms listed overseas compared to the more modest price-to-earnings ratios of the same companies on U.S. exchanges. Plenty of experts and officials have expressed concern about a bubble in the Shanghai and Shenzhen markets. That may well be true of some extremely highly valued companies but not all. Looking specifically at companies listed on China’s two stock exchanges, the China Securities Journal reports that combined net profits for the first half of the year were up more than 70%. Read more about the current stock valuations in China - LOGIN HERE. Click here for the  |
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