Firstly I am NOT a big investor I just balance my investing across different risk profiles. My recent interest is in China based stocks listed in the US that are beaten down BUT do have a business -- ie. have revenues and a growing business. FCPG fits into this group but I consider a bigger risk as they are non reporting. NO big investor will touch a non reporting company anywhere in the world.
My general feeling is China is growing again and investors will rush back into China based opportunities in 2014. My biggest holding is NQ Mobile. Recently hammered by Muddy Waters who made millions shorting it before slandering the stock and then covering and going long.
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