Just like the author I like CHBT and SKBI! Also like frog I like DEER. I do think in 5 years one of these have to be a multi bagger! I like the cash all 3 have on the balance sheet.
For my more speculative plays I like SBAY (www.subaye.com an internet e-commerce play in China ) and YYIN (this is a goat milk play and it appears they have contracts in place and will do north of $58 million in sales) but unlike the other 3 their balance sheets are not as strong.
Yes I am long China. The way I see it my 401k is in the US and I like China long term. But wait their growth has slowed to 10%! OH NO! LOL. What is America growing at?? My point exactly.