China Growth Stocks

[DLouis]

it's not *everything* getting halted, *everybody* resigning -- it's just a lot
my guess at this point is that it's probably 50% fraud in the space, and that half the fraud gets "cleaned out" in this 10-k season. that will leave another 1 out of 3 companies to get "cleaned out" in the future, probably over the next 12 months
but the companies that are real will see 2X to 5X appreciation in next couple years
you rato and others were right to not be long the space going into this 10k season
but i still believe that a broad basket of quality names will do great over next couple years
if i'm wrong and you're right (that it's 90% fraud), then, well, i fought the shorts and the, shorts won