re: 4 Myths I would be leery in following Ken Kam's opinion. I do remember him from my days as an investor in Elan and Ken Kam was one of the most enthusiastic booster/believer. When I followed your link , I found this : http://www.forbes.com/sites/schifrin/2011/01/26/why-chinese-value-stocks-get-no-respect-on-wall-street/ Well, CCME is now BK fetching all of 31c. Hank Greenberg (of AIG)lost big and unfortunately the shorts were dead on.