CHAU BANG!

kagame · #1 08-11-2005, 05:38 AM

your opinions on the chinese tech stocks:

SINA, Shanda, Tomo, NetEase, etc

Shanda seems like a badass, and its buying SINA

does this mean SINA is about to take off?

kagame · #2 08-11-2005, 10:39 AM

comeon this is hot right now because of the Yahoo acq.

imported_bingobazza · #3 08-11-2005, 11:32 AM

I take it you are talking about the Alibaba deal? As far as the rest of China, everything is soaring, except the property and stock markets....and internet penetration rates here are very misleading....most that will have access already do have, and this is a cash society...not many credit cards here and very little online shopping. Make sure the Chinese govt doesnt own 51% of anything you buy, and corporate governance and international accounting conventions are still big concerns here, but getting better slowly. Dont know anything specific about the stocks you mentioned....sry....but theres so much buzz about this type of stock that you could do well investing in all of them unselectively.

Bingo