China Growth Stocks

[cleezdeez]

YONG, CCCL, SIHI (light), NEP (very light) and, like Rames, a few micro OTCs...SRRY, CSOL, GHII which, as he said, will be dead money for some time..stuck in some CCME too.

I'm currently looking to add to my ag, energy and mining plays on weakness..investable companies primarily outside of CGS, not trades. I value my portfolio in gold, so that's my "risk-free" asset.

I empathize with others who are throwing in the towel on CGS..the space is really a mess, but I believe there are some names that will blossom after the shakeout..who knows, when folks are folding up and going home that's indicative a bottom is near, though I'm certainly not calling one.

There's one other CGS name I'd rather not talk up, (still adding for clients) but it's my #1, non-CGS included. 5-10 yr hold, IMO.