Wow, I hope your right about that! I'm too busy to be jumping in and out of stocks too much, so I'm assuming that sooner or later this sector will come around again. Many of my holdings are at or near lows for the year: CKGT, NEP, BSPM, XNYH, LTUS, and others toying with bottoms like YONG and HFGB. So for me I've more or less resigned to ride it out and just hope that none of the stocks we own are frauds. If not, then they "should" do well in time. However, I'm 100% in on Chinese small caps. If and when it turns I might re-think this stance to some extent. Never should have sold MELI, for instance. But, no matter, can't always be right about anything!
Thanks for your further comments,
Steve
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