I've been watching a lot of companies and just got back from two weeks in China. I've focused on small caps that are undervalued, but I try to limit my exposure to any company where something seems weird. I'd rather own a clean company at a 3 P/E than a messy one at a 1 P/?, but the cleanliness is all relative. My largest China holding is XIN - highly visible, heavily regulated business, and seems to have good governance.
News 
Market Data 
Discover 
