Zack Buckley visited 50 Chinese companies and he got disillusioned:http://seekingalpha.com/article/246141-the-perils-of-investing-in-china?source=email_global_marketsBefore that, he was one of the strongest supporters of these companies.Glen Bradford, another China booster, said he had some sleepless nights after talking to him upon his return.
Whatever they say, China is rising rapidly to the world supper power. The Germans never believed the rugged T34s would beat the mighty tigers. Jim Rogers said, you go to England in 1800s, go America in 1900s, and to Asia in 2000s. I believe more in Mr. Rogers than seeking-alpha.
if you want a positive and thoughtful report from someone who has been on the ground in china, including at CGA and conversations in NY, then consider joining one of the motey fool portfolios.I don't know about all chinese companies, but I am feeling really good about this company (CGA) and its value.disclosure - no affilation with motley fool except as a satisfied client who understands a lot more about markets than I did, even a few months ago.long and accumulating