Replies to post #68675 on China Growth Stocks

[Cristo999]

CCME: Assuming hypothetically 5% GDP growth in China (very hypothetical imo), the only effect on CCME would be slower increases in advertising rates. Earnings would still grow due to increases in the network and advertising rates. Not to say, there wouldn't be a short term effect on PPS, but the strength of the underlying business would be fine. I'd be more worried about steel and commodity producers and real estate plays.

[Shengli]

I personally am not worried about 5 % growth rate for China in 2011.
A 50% drop in growth would be difficult to see happening . What concerns me is the perception
" The financiers’ arguments center on the belief that China’s demand is not real but manufactured by the state."

These bears are very smart people with lots of friends in high places like media and government . I believe collectively they could create a lot of volitionality in the next year . In fact they already have . As an investor i always study the other side of my trade harder than my side.I have been burned too many times . I may miss tops and bottoms but in reality who really can catch a top and or bottom .

I would not like their side of the trade either

" However, even the hedge funds concede that their timing might not be perfect. Corriente warns that investors, who are required to put in a minimum of $1 million each, should brace themselves for an estimated burn-rate of 20 percent a year until the theory pays off. But it’s a risk that plenty seem willing to take, and many now seem to be accepting the occurrence of such a scenario as a matter of when, rather than if. "

They sure have BIG BALLS and and honestly i haven't lost my balls but they have gotten crushed a few times