China Growth Stocks

[white_tiger]

Key is to cycle out of stocks that have run and find new deep discount plays that have not run. Agree that Macro issues will weigh on investors' minds. As far as fraud issue.. it will never leave the space and rightfully so. We just need to dance around it. I am also curious how active the PIPE deal flow will be in coming months. Have companies learned from the past?

Going to attempt to stay true to my no more than 25% to 30% chinahybrid weighting.. Need to sleep at night.