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surfer44

03/02/13 1:41 PM

#31625 RE: tomatotom #31622

Here's a couple of Chinese smallcap ags:

NUIN, SPU, HERB, DEYU, CKGT, CMFO, OINK, CHBU, CMCI, MSAH

One thing I look at is inflation in China. It appears to rear its ugly head once in a while. For example, Country Style Cooking (CCSC) mentions it sometimes. So YUM could also have inflationary pressures in China also

IMO




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slyestjester

03/02/13 9:35 PM

#31669 RE: tomatotom #31622

Sounds good to me, tomatotom. Could also use RJA--Rogers Ag commodity index (which Jim Rogers expects to rise dramatically in coming yrs). But it's hard to find something that would really be competetive, assuming we all are right about SIAF's path.