Chinese puzzle as mystifying as ever

On a recent trip to China, Nathan Bell uncovered opportunities in a country with a bright future despite facing a housing bust on an unprecedented scale.

Fraud, corruption, impenetrable ownership structures, credit bubble, underdeveloped financial markets, command economy, ageing population, dodgy accounting. These are just some of the reasons for not investing in China.

I’ve never analysed any businesses listed in Asia, but after recently visiting Hong Kong, Beijing, Shanghai and Singapore you might see a couple of reviews later in the year comparing some local stocks with similar businesses in Asia.


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