Hedge fund guru George Soros says inflation in China is a serious concern, and says the Asian power made a mistake in not letting its currency appreciate in value. Soros also tells Bloomberg that the U.S. dollar has lost its place as the world’s reserve currency, with other currencies like the Euro and even commodities [...]
Read moreMobius on How to Invest in China
Templeton Asset Management’s Mark Mobius says that he’s still high on Chinese stocks, but that — as in any market — good stock-picking and a disciplined approach are key to making money in that part of the world. “I have heard queries from baffled investors about past underperformance of the Chinese stock market despite the [...]
Read moreWien Still Bullish on China
While potential interest rate hikes in China have concerned investors, Byron Wien says he remains bullish on the country. Wien, the vice chairman of Blackstone Advisory Services, tells Yahoo! TechTicker that China has been successful in confronting every economic problem it has faced, and that its authoritarian government actually makes addressing economic problems easier than [...]
Read moreStiglitz Confident in Strong China Growth
China’s economy has become more and more important to the global economy in recent years, and Nobel Prize-winning economist Joseph Stiglitz recently offered his thoughts on how China’s economy is faring. Stiglitz tells Bloomberg he is confident that China can continue to put up strong growth numbers, and that he’s not too worried about a [...]
Read moreBolton on China: Small Firms, Big Opportunities
Anthony Bolton, the highly successful U.K. fund manager who came out of retirement this year to take over a new China-focused fund for Fidelity, is particularly keen on smaller Chinese firms. Bolton recently told Dow Jones Newswires that small- and medium-sized businesses (those with market caps under $5 billion) tend to be under-researched in China. [...]
Read moreBolton Eyes China
Fidelity’s Anthony Bolton, one of the U.K.’s most successful fund managers before retiring in early 2008, is putting retirement on hold as he tries to take advantage of what he says is the “opportunity of a generation” in China. Bolton is starting a new fund focused on companies exposed to Chinese consumer growth, The Wall [...]
Read moreRogers on Which Chinese Sectors to Watch
Canada’s Globe & Mail is running a number of interview clips with commodities guru Jim Rogers, focusing on Rogers’ thoughts on the potential hot-bed of growth in China. In this clip, Rogers talks about some of the sectors that he thinks are the best places to invest in China. Among his favorites: agriculture, education, and [...]
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April 11, 2011


