China Strategy (defunct)

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44 Comments
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michaelsuch
Guest
michaelsuch
March 8, 2011 5:27 pm

even a stopped clock is right at certain times. two and a half years ago, i bought china mobile (CHL) on hsu’s recommendation. that has been dead money for the most part…and i hesitate to go deep with any other of his recommendations.

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narayan
Member
narayan
August 2, 2011 5:42 pm

Thanks to you all folks to enlighten us on the service!!!

c. gattas
Member
c. gattas
November 2, 2011 12:10 pm

MUCH,MUCH TOO WORDY. I have stopped reviewing any ‘report’ that looks like it’s going to take more than 10 – 12 seconds to get to the punch line. Most are just time- wasting sales pitches for subscriptions.
C. Gattas

Anna1
Member
Anna1
May 29, 2012 2:38 pm

I think that Hsu got caught in the cross-winds of China’s too fast growth, and its attempt to control that. This says less about Hsu’s newsletter, as much as it says about the China phenomenon. I subscribed to his newsletter for two years, right at the beginning when his newsletter first came out, and made some good money at that time, in part because because China was the new darling of wall street, and in larger measure, because of Hsu’s recommendations. His recommendations were excellent, so long as China kept growing. He got side-swiped by the reverse merger debacle, and from there on, everything went down hil and nobody trusts China anymore. I think that as China turns around, so may Hsu’s reputation as a newsletter writer. He certainly understands China better than most, and his contacts there are far superior to most analysts. I would only re-up the subscription when I am more sure of China’s future prospects, politically and economically. Inevitably, those prospects will SOME DAY be good and firm, but everything is still a bit wobbly with the global market such as it is. That is not Hsu’s fault, however.

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