China Growth Stocks

[Traderfan]

I kinda agree with you that everybody and his mother is short these chinese stocks right now and often that's a sign for a top/bottom. That said it still works like a charme almost daily. I'm surprised to see you stating that you have been net short the last few months in this space. I always thought you were buying and averaging down in many of these names during the last few months. Regarding your outlook. I think that's way too optimistic and I don't really understand why a stock like TPI should go up 5 times but CNTF should only be a double.