Like this piece by Rick Aristotle Munarriz about China.
Get Into China While You Still Can
If you're in mainland China, overbidding for crappy companies in a manic exchange, I'm with you. Dump the tulip bulbs and run. But don't be too quick to judge some of the better companies by their covers, much less their trailing-earnings multiple.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment