So, I'm onboard with not buying China construction stocks (ahem CAEI), but one thesis is sure to not be impacted by vacant cities and shopping centers - the 1.2B+ chinese must eat, so they must farm, so they must farm effectively with high yields given ever-reducing arable land, so fertilizer is a good way to play!
CIHD BBCZ CAGC YONG CGA
Solid DD combined with timeliness and conviction is a recipe for profits.