Over the past 15 years, more than 400 Chinese companies listed in North America and raised in excess of $120 billion. China-based US-listed companies present abundant investment
opportunities. We like companies that consistently deliver quality growth
benefiting from the ongoing economic and social advancement in China and
companies that are at the inflection point of their revenue/earnings/cash flow
acceleration resulting from new product cycles, corporate restructurings, and
changes in regulatory environment and other special situations.
To navigate this group of stocks one must have both China investment expertise and an understanding of US investors’ sentiment. The combination of these attributes defines our research edge. As a group, the Chinese ADR stocks are relatively poorly followed, which creates a sweet spot for those who command both local knowledge and a fundamental understanding of the US equity markets.
Latest Publications and Wall Street Journal TV Interview on Chinese ADR stocks:
MarketWatch: China’s stock bubble was made in the U.S.A.
Forbes: Insider's View - the Making of Chinese ADR Bubble
WSJ TV Interview: Did China's Stock Bubble Begin in the U.S.?