International Law

China Stock Experts. Where Are You?

By Dan

An editor for a leading U.S. business magazine wrote me seeking my suggestions for good people to write, in English, about China's stock market. My response was to warn about the need to avoid bringing on any of the China investment amateurs who hold themselves out as experts. 

I did not name any names for her and I do not plan on doing so here either, but I told her that those who are really in the business (and I know this through a very close relative who is really in the business) do not take these people seriously, nor do I. Respected stock analysts are those who devote their lives to it, putting in 60-80 hours a week and not becoming good until they have been doing it for a decade or more.  

The Merrill Lynches and Goldman Sachs of the world have their China stock experts internally, but their advice is mostly confined to internal company documents provided to customers. Who out there is writing on Chinese stocks (even quasi-regularly) who knows whereof he or she speaks?  Who, if anyone, do you look to for your China stock advice? Who are the true China stock experts out there writing in English? 

Full post as published by China Law Blog on August 29, 2010 (boomark / email).