China Growth Stocks

[researcher59]

Nelson - now that CCCL, VALV and OSN have crashed, it's worth revisiting you somewhat comic post, though it may be less comic and more tragic for those who invested heavily in these losers.

The board favorites undeniably have a poor track record, even relative to the abysmal performance of the entire space as measured by the ChinaMicro100 Index. CCME, a long time board favorite is the biggest loser YTD in the index.

I have tiny positions in CCCL and OSN, but under 1% combined, so fortunately not a big concern. My total net long exposure to the China microcaps is currently under 4%.