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Jim Rogers recently recommended investing in the renminbi, but it wasnt clear to me whether he was recommending holding the currency or just chinese stocks.

http://www.bloomberg.com/avp/avp.htm?clipS...jUSJ.lwS8e0.asf

Can any Jim Rogers disciples out there clarify for me?

Thanks,

Dic

I have stuck all my investments into Threadneedle China and Gartmore China Opps. They are flying like crazy. They actually invest mainly in Hong Kong which acts like a conduit to China.

http://funds.ft.com/funds/gartmore/fundmanagers/GEHKCA

http://funds.ft.com/funds/threadneedle/investments/ADCHIN

It is commonly belived that China will fly at least until next years Olympics.

Edited by penbat1

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I have stuck all my investments into Threadneedle China and Gartmore China Opps. They are flying like crazy. They actually invest mainly in Hong Kong which acts like a conduit to China.

http://funds.ft.com/funds/gartmore/fundmanagers/GEHKCA

http://funds.ft.com/funds/threadneedle/investments/ADCHIN

It is commonly belived that China will fly at least until next years Olympics.

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Yep - i am 100% in on Threadneedle/Gartmore/Jupiter China funds and they certainly flying :)

Grroovy :D:D I might consider diversifying into Melchior Asian Opps but i wil see how it goes.

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I have stuck all my investments into Threadneedle China and Gartmore China Opps. They are flying like crazy. They actually invest mainly in Hong Kong which acts like a conduit to China.

http://funds.ft.com/funds/gartmore/fundmanagers/GEHKCA

http://funds.ft.com/funds/threadneedle/investments/ADCHIN

It is commonly belived that China will fly at least until next years Olympics.

Thanks for the tips. If I go for a fund I would be tempted to opt for the China ETF to mimimise the charges (0.99%)

http://www.ishares.com.hk/ishareshk-cgi-bin/msci_display.pl

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It is commonly belived that China will fly at least until next years Olympics.

Bit of a logic flaw here.

Let's assume the market will fall the day after the Olympics. So the smart money sells the day before the Olympics. But the really smart money, guessing that the smart money will sell the day before, sells two days before. And the really, really smart money, knowing the really smart money will sell two days before the Olympics, sells three days before...

You see where I'm going. The moment you can identify a date in the future which will act as a catalyst for change in a market, then you're really saying that future date is actually today.

My own personal view is that China is on a banana skin, 50 and 60 times earnings multiples are just plain barmy.

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Bit of a logic flaw here.

Let's assume the market will fall the day after the Olympics. So the smart money sells the day before the Olympics. But the really smart money, guessing that the smart money will sell the day before, sells two days before. And the really, really smart money, knowing the really smart money will sell two days before the Olympics, sells three days before...

You see where I'm going. The moment you can identify a date in the future which will act as a catalyst for change in a market, then you're really saying that future date is actually today.

My own personal view is that China is on a banana skin, 50 and 60 times earnings multiples are just plain barmy.

Looking at the Hang Seng Index - its another stormer today up +625 points at present partly due to record crude prices. The HSI now standing at a high of 29,501.01. Noticing also China Mobile (which features allot in Asian funds) us up 5.9% today as well. I think the testing point will be the HSI trying to break the 30k barrier in the next couple of days.

Despite the Bullish markets im starting now to get slightly "bearish" and im getting a itchy sell finger :blink: Maybe its the psychological 30k mark or maybe just that my funds have gone up by approx 119% in a year. It just seems to good to be true right now.

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Looking at the Hang Seng Index - its another stormer today up +625 points at present partly due to record crude prices. The HSI now standing at a high of 29,501.01. Noticing also China Mobile (which features allot in Asian funds) us up 5.9% today as well. I think the testing point will be the HSI trying to break the 30k barrier in the next couple of days.

Despite the Bullish markets im starting now to get slightly "bearish" and im getting a itchy sell finger :blink: Maybe its the psychological 30k mark or maybe just that my funds have gone up by approx 119% in a year. It just seems to good to be true right now.

I pulled out of Gartmore China Opps and Threadneedle China about a weeka go after 2 days of falls as I was getting nervous. I switched to global funds which I intend to just stay with and forget about for the next 10 years. Even so I am miffed that since I switched the China funds have still been rocketting, particularly Threadneedle China which has been going up 25% per month for the last few months !!!!!

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