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To All the China-Bashers Out There: Shut the Heck Up! Their rank ignorance has already cost investors We’re going to change all that starting next Tuesday, and show you how to make gains of 341%, 600%, 168%, and 334% for starters…
Dear Reader, I’ll tell you right up front – a lot of people are going to be offended by this letter. Especially the loud, ignorant army of so-called experts who’ve been so busy bashing China lately. In the last few months, I’ve seen article after article written by these wacky pundits – all painting a grossly inaccurate picture of what’s happening in China. And here’s the funny thing… all of these misguided calculations about China have one thing in common:
And without understanding this one truth I’m about to show you, their analysis goes beyond ignorance… and into the realm of insanity. Even worse, not understanding this all-important piece of the China puzzle has cost many investors the opportunity to double their money 43 times in the past six months. And that doesn’t even factor in the BIG gains. What a shame! Frankly, I’m sick of all these misguided insights and complaints. I read one article that said that the China markets are “the sickest joke yet played on investors.”1 Another article said that China was just “a giant Ponzi scheme.”2 Yet another “expert” insisted that China “has lied about its economic numbers.”3 And in another piece, this one so-called “guru” believes “China’s economy is growing at 2 percent, not the 7.8 percent its government claims.” I pay little attention to bogus rubbish like this… Because I prefer profts and cold hard cash. (Not to mention that fact that my readers have had the opportunity to close out gains of 137%… 244.8%… 138.4%… and 327.1%) But take heed. It’s not just me who’s making money in China. There are people like…
Who are you going to listen to? The doom-and-gloomers belittling China aren’t just missing the major investment story of the decade… they’re doing a gross injustice to investors. Because if you’ve stayed away from investing in Chinese companies – for whatever reason – it’s now cost you a ton of money. Enough in many cases to exceed by 300% every penny lost to the financial crisis! Let me show you exactly what I’m talking about. Let’s Start with the Money If you had plunked down $100,000 in China’s Shanghai markets on January 1, 2000 and an equal amount into the S&P 500 on that date, here’s what you would have experienced:
Your $100,000 in the Shanghai Exchange is now more than $200,000… … and the $100,000 you put into the S&P? Well, now it’s only $75,000. Which means that if you ignored the Shanghai Exchange… and only put your money into the S&P 500… … Congratulations… your total “loss” for this period was more than 125%. Now let’s compare the S&P to the Hong Kong market over the same time period…
Hong Kong powered right past the S&P 500. Even after a spectacular tumble due to the financial crisis, Hong Kong remains ahead of the game by nearly 40%. In the S&P 500… you’d still be down nearly 25%. This isn’t as bad… but you’ve still left 65% on the table. But it is possible for you to make up for lost time… and lost opportunities. In fact, I’m going to show you exactly how you could not only make back the 125% you missed… … but earn back at least three times more than you lost out on… just in the months ahead. … these are the kinds of stocks I’ve been tracking lately. Try These Numbers on for Size8
Okay – that’s enough. You probably get the picture. Since the beginning of the year, 43 of these China stocks have at least doubled in price. Not a single stock in the Dow Jones Industrials doubled.9 Out of all the stocks on the S&P 500, only 22 doubled in price.10 On the NASDAQ 100, only 8 companies doubled their share price.11 Even with the recent consolidation in China equities, The Shanghai Composite Index12 is up 52.1% since the beginning of the year. During the same time, the Dow Jones Industrial Average is up only about 5.6%. That’s it. And the S&P 500 is up a grand 9.5% on the year. That’s the best they’ve been able to do. Just one of the companies I mentioned above – Suntech Power Holdings Co., Ltd… did 10X better than the Dow… up 55.7% on the year. And that’s a drop in the bucket. If you’d put $5,000 into the Dow Jones in January, you gained $276.99. The same $5,000 in the S&P made you $475. The same $5,000 invested in Suntech Power… you’d have $7,785. Put $5,000 into the top China stock on the list – China Shen Zhou Mining & Resources – and you’d have $18,335. Any investor would have to be crazy to ignore numbers like these. And yet too many people still think you shouldn’t be investing in China. Here’s the Problem as I See It… Most of the China bashers out there – the gloom-and-doomers who say that “China is a bubble” or that “China is poised to implode” – have never been to China at all. And if they have, they’ve spent very little time there. They base all their “forecasts” on studies they’ve read… or on research that’s been done by other so-called experts. Little of what they say is founded in real-time, “boots-on-the-ground” research. And they fail to grasp the one thing you need to understand to make money in China. And because they don’t understand this one reality, they consistently miss out on one profit opportunity after another. But I do. And understanding this one element gives me the key that unlocks the mysteries of the China markets. I don’t say this to brag. I’m merely stating the truth. I’ve spent nearly 2 decades exploring this region… and I have a pretty good idea how to wring out the profits for my readers. Year after year. Miss this one idea, and you’ve missed the boat on China. And I’m going to share this secret with you… right now. Millions of Dollars Locked in a Single Fact Like many great truths, it’s fairly simple… which may be why it’s slipped past so many analysts for all these years. It’s got nothing to do with fundamentals or balance sheets. Or technical charts or patterns. It has nothing to do with numbers, or ratios. It has to do with common sense, and in knowing how the China markets function. Here’s what they don’t get about investing in China: Most Wall Street suits and cable TV pundits think investing in Chinese stocks is the same as investing in U.S. stocks. This flat out does not work – and never will! See, in the US, stock prices often follow earnings. Investors wait for earnings to come out… and if they’re good, prices go up. If they’re lousy, prices come down. But in China, it’s very different. The real secret of investing in Chinese companies is deceptively simple: stock prices almost always follow state investment cycles. The government investment happens first… and then the profits come. The key to making money in China is that simple: follow the government’s money. Find out what the government thinks is important to China’s future… and put your cash to work there. Now, even though this sounds simple, it is a bit more complicated. There’s a trick to exploiting this secret… and it’s something few westerners will ever understand. It’s not enough to know what Beijing wants – you have to know where to look and what to look for…
…to ferret out the real usable kind of information… the kind of info that builds great fortunes. And that’s something these Panda-bashers will never understand. So… who am I to be shooting my mouth off And why should you listen to me? My name is Keith Fitz-Gerald. Some of you may already know me as the Investment Director of the Money Map Report. But my Chinese name is Fei Zhi Jie. I regularly travel to China… as often as 3 or 4 times a year. And I’ve been doing business in the Pacific Rim for 20 years. I even live there a part of every year. I understand the culture, the people, and the way of life. And mostly, I know how to use my understanding to find opportunities others can’t see. Over the years, I’ve gained the trust of many influential people. People who are essential to China’s future. They’ve grown to trust me because they understand that I “get it” about their country… and their way of life. Some Chinese even refer to me as “zhong gong tong” or China “understander” – a true honor for a westerner. But there’s another expression that may be even more important – Guangxi. (It is pronounced Gwan shi.) It is the ancient way of doing business in China. It is about respect, and it is about access. And you won’t get one if you don’t give the other. Once you understand how Guanxi works, you gain the respect and trust of those with access. Let me show you what I’m talking about. Four 100% Gainers in Four Months I was in China again this past April, on yet another investment tour… and the information I helped subscribers uncover led to some impressive wins. Including these 100% gainers: China Double #1 The first double was a small dry goods shipping company.13 According to Sichuan government sources, earthquake reconstruction efforts alone will require 37 million tons of steel over the next three years. And between expected demand from the stimulus and reconstruction efforts, steel demand in Sichuan province alone could exceed 50 million tons annually in the coming years, equivalent to 10% of the national demand estimated for 2010. And that proved to be very good for companies like this shipper… that specializes in transporting hard goods like steel. We recommended it at $2.27 in April of 2009. Less than thirty days later, we’d doubled our gains, and closed out half our position at $4.54 – potentially recouping readers’ original investment and giving us a free-ride on the play. China Double #2 The second Double is one the best stories I’ve uncovered in China in a long time – and it’s sort of the sister act to the shipping company I just told you about: a steel company.14 Steel investment makes up a huge portion of China’s stimulus funds… and companies that make the stuff are going to continue to receive favorable treatment from the Chinese government. We first recommended this company $2.35 a share in March 2009. In less than 30 days, we were up 100% – and closed out half our stake to recoup the original recommended investment. And we’re still sitting on this free ride. China Double #3 The third double is a small “green tech” energy company… that specializes in photovoltaic energy generation – solar power.15 I’d learned that the Chinese Central Government would be spending as much as $30 billion to support green programs as part of its new stimulus package. In April 2009 we said “buy” to this green tech firm… at $6.69 a share. In June, we recommended selling half at $13.64 – a gain of 103.89% – and we’re still riding this baby for free. China Double #4 Knowing that the health and well-being of the Chinese people is one of the most important factors keeping China’s financial growth on track, the Chinese Central Government’s is participating in a large-scale effort to improve public health.16 And this bio-tech firm focuses on the research, development, manufacturing and commercialization of vaccines that protect against human infectious diseases. Their portfolio of regulatory-approved products consists of vaccines against the hepatitis A, hepatitis B and influenza viruses. We alerted investors with to this “buy” at $2.50 a share in May 2009 – and closed out half at $5.00 in August… another free ride we’re still on board for. This company then doubled again – going from 5 bucks to $10.46. Four plays – four 100% gains. As investors, selling half the position when the shares double affords us an luxury few investors enjoy: it allows us to stay in the game, without further risking our initial capital. Basically, it’s like playing with the house’s money in a casino. This means the stock could literally go to zero overnight… and we wouldn’t care. Because we’ve already paid for our investments. After that, we just sit back and let these “free” trades ride forever…secure in the knowledge that every gain from then on out is pure gravy! Also, taking our doubles off the table lets us to free up our investment capital for other opportunities as they come along. Here’s the thing you need to understand about this strategy… … don’t think that it’s just about “mere” doubles. The last stock I just told you about – the bio-tech company – so far we’re up 292% from our original recommendation. We took gains on one double… … and then on a second double… … and right now we’re waiting to rake in a third 100% gain – all from one single recommendation. That’s basically free money – because we’ve already recovered the initial recommended investment. And we’re still holding onto all of these… I’m expecting a lot more out of these companies. Now, I’d like to tell you the names of the companies I’m talking about here… … except that wouldn’t be fair to the subscribers who rely on my confidentiality. We’re still holding onto these winners in our model portfolio… and we’re still making money. The Inside Track to China Profits My intimate knowledge of the ins-and-outs of business life in China lets me take advantage of market changes in China as they are happening. And one of my favorite strategies is to use options to exploit fast moving situations … which I used to post some quick gains:
That’s a total of 847% in gains – because I knew what was happening within China at the right time… and I knew the fastest way to take advantage of the situation. $10,000 invested into these options would have handed you $84,700. I was telling you earlier about the real secret for making money in China – look where the government money is going, and that’s where you find the profits. Let me show you exactly how that works… and how you could have used this simple concept to crank out some the enormous, almost unbelievable returns. Following China’s Money Trail
Everyone knows about the China stimulus plan. Announced in November 2008, the plan pumped $585 billion dollars into the Chinese economy… much of it invested directly into infrastructure – bridges, dams, roads, communications, real estate development, etc. But only those who knew where the stimulus was going have been able to make money from it. Look at the companies that have been directly inline to receive money from the plan: Cement Yunnan Bowin Technology Industry Co.,Ltd – UP 96.3%18 Anhui Chaodong Cement Co., Ltd – UP 67.3%19 Steel China Precision Steel, Inc. (CPSL) – UP 173.2% Commercial Metals Company (CMC) – UP 96% Communications Orsus Xelent Technologies Inc. (ORS) – Up 105.7% Shanghai Broadband Technology Co., Ltd – UP 156% Energy Orsus Xelent Technologies Inc. (ORS) – Up 105.7% Harbin Electric, Inc. (HRBN) – Up 92.6% These are just a few of the companies that have seen share prices take off as stimulus money poured in. There are companies all across the investing spectrum in China, skyrocketing because of the government’s attentions. If You’ve Read This Far – Congratulations I believe this puts you in a very unique class of individuals. And because you’ve followed with me this far… I’m going to show you the top Chinese company on my radar right now. It’s a stock I’ve been following for some time. It’s already more than doubled so far – it’s up 114% this year. But I believe that’s just the beginning. China Winner #1 My favorite company right now is a small privately held firm perfectly positioned for profit from one of China’s biggest concerns: energy. China’s growth is putting massive strains on their existing electrical grid – strains which are becoming a problem for a country that is relying on modernization to keep the economic engine humming. As many as 30 million Chinese in 28,000 villages still live without power and the Central Government is taking aggressive steps to get power to those people. The necessity for reliable power infrastructure and the opportunity to provide it should lead to big returns for the key players in this sector. Which is where my favorite pick comes in. This company is sitting on the leading edge in power-generation, and is one of the leading companies favored by China’s government. They are the largest provider of distributed generation (DG) systems in China, focusing on energy-efficient and environmentally friendly projects of 25MW to 400MW. In case you’re not familiar with DG technology, they are small-scale electricity production facilities that provide power to meet local demand. The benefits of DG technologies go deep. Traditional Central Power Generation costs 3 to 5 times as much as DG technology. Because energy is generated locally, DG plants are much more reliable, with very little exposure to the national grid. This company provides DG power throughout China with 17 existing facilities with average capacity of 5MW to 24 MW. They are also building 10 additional plants in process. But here’s where things get interesting. This company is the only private company in China with a Class-A power system construction license.21 This makes them the only non-governmental entity that can build and maintain these DG plants… giving them a virtual lock on the industry. In a country the size of China, with the fastest growing economy in the world, that is completely reliant on efficiently expanding its electrical capacity – this company is a veritable gold mine. And there’s more to this story. In 2008, they expanded into the wind energy market… and built China’s largest wind turbine manufacturing facility, located in Shenyang, Liaoning Province…with a total annual production capacity of 1,125MW. As we speak, they’re working hand in hand with the Chinese Science Academy to develop new energy technologies in wind, solar, magnetic, geothermal, tidal and biomass. When completed, they will own 70% rights to new technologies. China is very serious about renewable energy. A new Chinese initiative is set to increase wind energy output to 120 gigawatts by 2020. To meet this demand, this power company has been creating joint ventures with GE (GE), and foreign turbine makers such as Vestas and German Furlander Wind Generation. To support this goal, the Chinese government announced in Feb. 2009 that it will invest $88 Billion in wind, solar & nuclear capacities. To meet the 2020 wind generation goals set forward by the Central Government, there will need to be an estimated $267 billion required. But the story doesn’t stop at the Chinese border. This powerhouse (and I mean that literally) has significant international experience with operations in Southeast Asia, Middle East, Africa and Eastern Europe. After the U.S., China is the fastest growing wind generating country in the world, and it is expected to be the largest by 2015. The bottom line is that China has enormous energy demands… and this company is sitting in the ideal position as one of the favored companies within China. Projected Gains for this stock: 341.6% And those gains don’t count the 114% so far this year… so it’s definitely not too late to get in on this baby and enjoy the ride. With China’s massive stimulus money pouring into power generation – and the growing movement to build up alternative, more efficient less polluting power sources – this company is a close to a no-brainer as you’re likely to find out there… … and definitely offers more potential to produce these gains than any company you’re likely to find on the Dow, the NASDAQ or the S&P. Let me put this as simply as I can If you’re an investor and you’re not actively considering China as part of your strategy, I’ve got news for you… … you don’t have an investing strategy.
Over the next 20 years, there won’t be a single industry or business segment on this planet that will not be completely dominated… or at least heavily influenced… by the Great Red Dragon. They have an estimated $2.3 trillion in reserves… and 1.3 billion people they want to bring into the 21st Century. They’ve made more progress in the last two decades of market reforms than they did in the previous 2,000 years. And you can either be in the game, or on the sidelines. If you choose to play, the rewards could be impressive. Let me show you another winner I’m working on. China Winner #2 This second China Winner is at the forefront of one of the most important aspects of China’s development… water treatment. Getting clean, safe, potable water to all of the people of China is a major challenge for the government. In a recent report delivered by China Research and Intelligence, of the 270,550 square km of water in China – an unbelievable 70% of the rivers, lakes, and seashores… and 90% of its underground water supply in urban areas are polluted. Also, China suffers from similar drought conditions that are facing many parts of the world. In early February 2009, China declared a drought emergency in the Hebei, Shanxi, Anhui, Jiangsu, Henan, Shandong, Shaanxi and Gansu provinces, which are provinces in central and northern China. The Chinese government has recognized this water crisis. In its 11th five-year plan, the government allocated 1 trillion Yuan for investments in the water sector. The products offered by China Winner #2 focus on addressing the key steps in the water treatment process: filtration, water softening, water-sediment separation, aeration, disinfection and reverse osmosis. Founded in 1989, they offer a comprehensive set of more than 80 complementary products across the following three product categories:
With over 80 distributors throughout China in 28 provinces, including most of China’s key economic regions, they believe their nationwide distribution network is one of the largest among water treatment equipment suppliers in China. This extensive network allows them to be closer to their end-user customers and enables them to be more responsive to local market demand than many of their competitors. As one of the first privately owned companies in China to supply water treatment products and through joint efforts with their distributors, they have developed a broad base of end-user customers throughout China. If you were ever looking for a chance to get in on what could possibly be a incredible growth story at the very front end major trend – China Winner #2 could be your chance. Better still is that they are going to be funded in large part by the only government in the world sitting on $2 trillion in cash, as part of a $1 trillion project. Projected Gains for this stock: 600% Now, of course, I can’t promise you that you’ll make a million dollars in the next four months. Nobody would, could or should do that. All markets have their up and downs. But I will tell you this – I believe my information will give you a better chance of ever making money in China than you’ve ever had before. Information like this: China Winner #3 China is quickly becoming the No.1 automotive market in the world and China Winner #3 provides a key component (steering columns) to multiple auto manufactures. Based in Hubei Province, People’s Republic of China, China Winner #3 is a leading supplier of power steering systems and components to China automotive industry, operating through nine subsidiaries. It has more than ten years experiences in power steering manufacturing. In 2008, the Company sold approximately 1.3 million systems and components compared with 1.1 million in 2007. China Winner #3 owns two trademarks covering automobile parts and twelve Chinese patents covering power steering technology. They have business relations with more than sixty vehicle manufacturers. China has outpaced the United States in auto sales in the first half of this year, making itself the largest auto market in the world – the beginning of what could be a lasting trend. From January through May, Chinese auto sales topped 4.96 million units, up 14.29% from a year earlier, according to China Association of Automobile Manufacturers (CAAM). China’s middle class continues to thrive, more and more are going to be demanding new automobiles to drive… and this company is the one making the parts to keep that dream on the road. Projected Gains for this stock: 168% The Ultimate Insider Information Is Now Yours It’s called New China Trader. And it brings my years of experience and understanding of China and her markets directly to wealth builders like you here in the states. In fact, as you are reading this, I’m touring China again…right now. In fact, as you are reading this, I’m touring China again…right now. This is the real deal.
New China Trader is your eyes and ears inside the most dynamic economy in the world – opening doors closed to other investors… and giving you the inside scoop on which way China’s government will be spending their $2.3 trillion… … so you can get positioned before the rest of the world knows their intentions. China is becoming one of the most powerful economic forces on the earth. And as they move, so will great fortunes. New China Trader will show you the best ways to make money from the massive movements of cash happening right now in China. And not just China – but all of the Asian rim. Every country that trades with China will be in line to benefit from that relationship. Japan, Vietnam, Korea, Malaysia, Thailand… … as investment opportunities arise in these countries, I’ll tell you about it in New China Trader. Each month in New China Trader, I’ll bring you face to face with the realities of investing in the China and Asian markets. Bringing you the winners in the making… …and the companies to avoid like the plague. You can’t find this kind of insider knowledge at the corner newsstand. You won’t read about this in Time, or Newsweek, or see anything about this on CNBC. Comprehensive information like this only comes from years of experience, and an in-depth knowledge of the inner workings of China. All of this profit-building information is yours when you become part of New China Trader today. Every month in New China Trader, you’ll discover winners like these:
Once again, China is at the crossroads of world trade and commerce. Just like the ancient days of the Silk Road and Marco Polo, China is about to become not just the next big thing – China is going to be the ONLY BIG THING in the world markets. For many, many years to come. The kind of opportunities I’ll reveal to you will allow you to build your personal wealth faster and more efficiently than you ever thought possible. Wealth you can hand down to your children, and your children’s children. Real wealth comes to those who plan… who can see the opportunity and move to make it happen now… Ignorance of China Is No Excuse It’s like investing in the US at the end of the 19th century. That was the last time a great financial super power came into being. And that’s what China represents right now. This is your chance to be part of one of the great shifts in economic fortunes. Shifts that will be making some investors very wealthy in the months and years ahead.
When you become part of New China Trader, you’ll get:
With New China Trader – your access to profit-building information is As I told you earlier, I personally visit China 3 to 4 times a year. But time – and China – waits for no man. Information never stops, and opportunities know no time-zone. Which is why I’ve established my own office in Hong Kong – so I can keep my finger on the pulse of everything that is modern China. I don’t have to wait for the morning news to find out what’s happened during the night. My people in Hong Kong alert me the very second anything might affect our positions. So we’ll be able to move lightning-fast to take advantage of money-making opportunities – before most investors have had their first cup of coffee in the morning. 24/7 access to the most dynamic economy on the planet – something you won’t find in any other research service… anywhere. This service is unlike anything you may have experience before. This is not just a research service: it’s a road map revealing the world’s financial future… … and an opportunity to build the kind of wealth that’s talked about for generations. This is a wide-ranging intimate look into the most dynamic economy in the world… giving you the understanding – and the opportunities – that few investors ever even think about. You get real, ‘boots-on-the-ground’ information that you won’t be able to find anywhere else. Period. No other investment advisory service can offer anything close. Of course, a service like this is not cheap. Let me ask you…how much do you think it would cost you to hire your own representative to travel China for you – and then bring back information you could use to make money? Where would you even look to find such a person? And if you wanted to make the trip yourself, how much do you think you’d have to spend to make it worthwhile? Just the cost of flying to China could be as high as $5,000.… how much would it cost you to travel to China three times a year… every year – like clockwork? Just counting the airfare alone – if you were to fly to China 3 times a year – in just one year it would cost you about $15,000. And even if you could travel to China that often, how long would it take you to develop your own network of contacts within China’s halls of power… and in the business community there? And that assumes that you’re already fluent in reading and writing Chinese, so you’ll be able to understand the information presented to you. Or that you’ll know exactly what questions to ask to drill down to the real nuggets of usable information.
It would take dozens of years and hundreds of thousands of dollars to track down enough intelligence to make even one informed, profitable investment. But it won’t take you anywhere near that long, or cost you anything close to that much. The price for this comprehensive advisory service is set at the low rate of $3,900. And at that price, it’s an exceptional bargain. Having access to this kind of top-level information is more than priceless – it’s completely invaluable to your success. Yet for a very limited time – just to show the “panda bashers” how utterly insane they are – we’re offering New China Trader at an exceptional value. You’re invited to take a full 50% off the price of this service… One full year of New China Trader for only $1,950. You’ll be able to virtually sit right beside me… as I take you deep inside the Red Dragon’s inner workings… and uncover the real money making opportunities that most other investors will never know about. $1,950 is really a small price for recommendations that have already produced gains of 137%… 244.8%… 138.4%… and 327.1%… …and at least four doubles in as many months… Over the last couple of years, as the China bull market has picked up steam, New China Trader has handed readers some of the most remarkable gains in the world markets… including gains of:
And these are just some of the monster numbers we’ve posted. Along the way, there have been more modest winners as well… showing gains of 62.83%… 61.48%… 42.8%… 103.89%… 82.74%… Plus, join now and I’ll also extend to you this uncompromising guarantee: Try New China Trader now… … and if it’s not everything you could ever want in an investor advisory service… if you can’t see how my information could make you thousands, even hundreds of thousands of dollars… … or for any reason during the first 90 days you’re not completely satisfied with this research service, simply let me know, and you will receive a refund of the membership fee… no questions asked. But I must be straight with you here. If for any reason you do cancel your membership in the first 90 days, there will be a small 10% service and processing fee. I’m sure you can understand why. This minor fee helps to defer costs incurred from the wanna-bes and the tire-kickers… … and helps us separate out these window-shoppers from the serious wealth builders… the people who can truly understand and appreciate the opportunities I’ll be revealing to you. We’ll Even Put $1,950 Back Because I feel so strongly that China is the best investment opportunity on earth right now… … and because I firmly believe that the China Bull is going to keep running strong for many years to come… … I want to make you this extraordinary offer. For a very limited time only… Become a member of New China Trader right now – and I will automatically extend your subscription for an additional 6 months… absolutely free. But that is only if you respond by midnight on Tuesday, Sept. 29th. Even if investors down the road could get a six-month subscription (which they can’t), they’d have to pay $1,950 for that alone. That’s like putting the entire cost of this service right back in your pocket immediately. In essence, you’d be getting it at practically no cost. Guaranteed. So let me get down to brass tacks… I’m making this special offer to you now for two reasons:
Frankly, I’m not about to stand for it anymore, especially when I think about the folks who’ve listened to bad advice and have gotten unduly influenced to lose money. But this special extended membership benefit is strictly limited. In fact, this offer is only going to be good until midnight on Tuesday, Sept. 29th. After that it will be gone forever. Be assured – this is a one-time only chance… it will never be repeated again at anytime, for any reason. Like I said before, ignorance of China is no excuse to miss out on this exceptional opportunity. Here you’re being given access to… … one of a kind investment recommendations… … and 18 months of complete and total access to all this information Now, not every investor will appreciate this opportunity. And if you’re not one of them, so be it. I can’t expect everyone to understand the value of this service. Not everyone sees the importance of China to their future. And I can respect that. They might not want to be a part of the most important economic change in over 100 years. They’re entitled to their opinions and their way of thinking. They can go back to watching reruns of Gilligan’s Island…or whatever it is they do to pass the time… and slowly going broke. But they’re not the individuals we want to be part of New China Trader. I only want people who recognize the exceptional potential China represents today… and who understand that when it comes to China – making money is the only thing that matters. If you think that you’re that kind of individual – and that New China Trader is right for you – than I’d like to welcome you aboard this exciting new research service.
It’s time for the “China-bashers” to stop spreading misinformation. And if they won’t it’s time to tell them where to get off. Either lead… follow… or get the heck out of the way. Their negative ideas and half-baked opinions have done enough damage to investors… and have probably cost them millions in lost potential profit.s Because investing in China is not about right or wrong – it’s about making money – a lot of it. It’s about being in the biggest playing field in the world, watching where the money goes and jumping in when the time is right and making a killing – And then jumping out again before the second-raters and the also-ran investors even know what’s going on. This is about suiting up for the Super Bowl. It’s about pitching the opening game of the World Series. There is no second chance with this. There has never been a more perfect opportunity to get in on what should prove to be the biggest investment story of our lifetimes. China is going to be handing profits to certain investors for a very long time – and I like to think that you’re going to be one of those with the courage and the insight to join us. If you put $10,000 into each of my five China Winners – based on my projections – your $50,000 could easily become $179,000 in the months ahead. China’s not looking to take over the world, they simply want to take their place at the table of international trade. The Great Red Dragon is sitting down for lunch – and you can either sit at the table with the Dragon – or you can be on the menu. The choice is yours. With New China Trader on your side, I know which you’ll be. But to get it all – you have to act now.This is where the rubber meets the road. This is crunch time. Simply click here and follow the instructions to sign up. For faster service, call 888.570.9830 or 410.454.0498 during business hours and mention ECHNK918. to begin your subscription immediately. Either everything I’ve been telling you makes sense, and you want to grab this opportunity – or you don’t. I’m sure you’ll make the decision that’s right for you.I look forward to welcoming you as a member of New China Trader … And a long string of potential winners that promise to make you exceedingly wealthy in the days to come. Jing li (With Greetings) Sincerely, P.S. As I was preparing this report, I got word on one of the most exciting stories I’ve ever seen come out of China. It’s a small bio-tech company on the verge of announcing a patent-pending fuel additive that will reduce pollution from exhaust fumes… and increase mileage by as much as 20%. This one product has the potential knock OPEC on its oil can – and, single-handedly alleviate the energy crisis… And as I told you earlier, Beijing takes both their pollution and their domestic auto industry very seriously… which should put this company directly in line for serious attention from the powers that be. By our estimates, this gem could crank out ten-fold gains months from now… and early investors are going to be in line for the lion’s share of these gains. P.P.S. This special offer for New China Trader is extremely time sensitive. For a very short period you can get 50% – a full HALF OFF – the price of this exclusive advisory service. And… you get the opportunity to put another $1,950 in your pocket guaranteed – when we give an additional 6 months at absolutely no charge. It’s enough in savings to pay for the entire cost of this unique and valuable service. Please note: this special offer will end at midnight on Tuesday, Sept. 29th…
Footnotes: |
22/05/2009
China critica protecionismo brasileiro
Os empresários chineses estão “preocupados e insatisfeitos” pela quantidade de processos por dumping contra a entrada de produtos da China no Brasil, segundo o Ministério do Comércio do país. E o Brasil deveria facilitar a concessão de vistos para trabalhadores chineses, além de desburocratizar a papelada para abrir uma empresa no país para atrair mais investimentos da China.
As opiniões são de Xu Yingzhen, subdiretora-geral do Departamento de Assuntos de Américas e Oceania do Ministério do Comércio. Em uma rara entrevista, ainda que por escrito, ela sai da habitual retórica de que “tudo está ótimo” no comércio. Ela diz que o Brasil é um dos países que mais iniciam processos de dumping (venda por preço abaixo do custo para afastar concorrentes) contra a China e que as matérias-primas dominam parte das exportações brasileiras em outros mercados além da China.
FOLHA – Há uma crescente insatisfação no Brasil por conta da relação comercial em que basicamente só exportamos matérias-primas, especialmente ferro e soja, mas importamos manufaturas da China, com barreiras contra produtos industrializados. Como isso pode mudar?
XU YINGZHEN – O mercado chinês é bastante aberto e tem seguido estritamente as políticas da OMC. A China deseja que o Brasil possa fornecer mais produtos competitivos e aumentar sua participação aqui. Sabemos que as exportações de petróleo cru e derivados de ferro aos EUA, à Holanda e à Argentina também constituem uma parcela bem grande do comércio do Brasil. A estrutura de produtos para o comércio é, em grande parte, decidida pela demanda e pela oferta dos países.
FOLHA – Do outro lado, que barreiras a China enfrenta para exportar ao Brasil? As atuais barreiras acontecem por reciprocidade?
XU – A China tem encontrado barreiras comerciais. Tarifas e taxas de administração, restrições de importação, barreiras técnicas para comércio, medidas de correção de comércio. O Brasil começou 42 processos antidumping contra produtos chineses. Desde 2008, o Brasil iniciou investigações antidumping em nove áreas. É um dos países que mais iniciaram processos desse tipo.
FOLHA – O que aconteceu?
XU – Durante a visita do presidente Hu Jintao ao Brasil, em 2004, os países assinaram memorando de comércio e investimentos. Nesse texto, o Brasil reconhece a China como economia de mercado. Como o Brasil não implementou esse reconhecimento, vários processos antidumping usam valores de um terceiro país, que não são baseados nos valores normais dos produtos chineses.
Companhias chinesas já manifestaram muita preocupação e expressaram insatisfação sobre esses processos do Brasil.
FOLHA – O que o Brasil precisaria fazer?
XU – Desejamos que cumpra a promessa no documento e reconheça o status de economia de mercado à China. Torcemos para que o Brasil tome medidas mais enérgicas a fim de criar um melhor ambiente de investimentos para atrair companhias chinesas e simplificar requerimentos administrativos e os procedimento de aprovação. E que facilite os trâmites para a concessão de vistos para empregados chineses.
Escrito por Raul Juste Lores às 14h31
Dicionario Ingles Chines Portugues link abaixo
http://issuu.com/editorablucher/docs/issuu_3em1_chines_isbn9788599410042/6Wednesday,
January 7th, 2009
中国的红色龙把金融危机变成机会
China’s Red Dragon Turns Financial Crisis into Opportunity
[Editor's Note: This is the tenth installment of our "Outlook 2009" series, which looks at the global investing outlook for the New Year.]
By Don Miller
Contributing Writer
Money Morning
The Chinese word for crisisis weiji.
But get this – when translated literally, wei means danger and ji means opportunity. So to the Chinese, a crisis – or danger – represents an opportunity.
Of course, you don’t have to actually speak Chinese to understand what this mindset means for investors.
What you’re seeing in China today is nothing less than the classic definition of a crisis presenting the profit opportunity of a lifetime.
While investors in U.S. markets are mostly concerned about saving their necks, China has been stacking the deck in favor of those who have the guts to pull the trigger on the most undervalued market in memory.
Here’s why you should consider taking an early position in China in 2009.
The Mother of All Stimulus Plans
While it’s not old news, the current crisis in U.S. financial markets is all too familiar. The Standard & Poor’s 500 Index is down almost 40% from its 52-week high and there seems to be no end in sight.
Worse, the malaise encompassing the United States has clearly spread to the rest of the world, including China.
So it appears that what investors once considered to be the greatest investment opportunity of our lifetime has imploded – just another financial black hole where portfolios go to die.
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Truth be told, however, there is ample evidence that China’s economy and markets will weather the storm and ultimately thrive in the year ahead.
The Chinese economy has been the fastest growing in the world for the last three decades, averaging double-digit growth for the last seven years. And while the credit crisis has slammed on the brakes in terms of growth in the West, China is still on track for a solid 8% growth in 2009.
But the Red Dragon isn’t about to take any chances. With $2 trillion in foreign exchange reserves available, China can increase the growth rate of its economy – even as it works to boost economic recovery efforts elsewhere in the world.
And that’s just what it’s about to do.
The People’s Republic of China has already announced a $586 billion (4 trillion yuan) spending package. To put that in perspective, this plan amounts to a staggering 20% of China’s gross domestic product (GDP). Compare that to the $1 trillion in U.S. bailouts, which equate to about 8% of GDP.
And China’s reserves won’t be doled out in dribs and drabs. The plan calls for spending the whole amount in just a few years.
To further grease the recovery skids, China has reduced interest rates five times in the last three months, and loosened lending rules. Now China’s banks are perfectly positioned to get the ball rolling, flush with cash from a world-leading savings rate of 35%. And because they are state-owned, the cash will flow quickly from the banks to government projects.
The convergence of the recent market swoon and the stimulus plan means you now have the opportunity to buy great companies at the dawn of the Chinese century.
But specifically, where should you look to park investment capital in the Chinese market?
Well, there are solid plays across all spectrums of China’s economy, but the best are in infrastructure, consumer goods and energy.
Infrastructure Paves the Way to Profit
The first place to look is infrastructure development, which has been the main engine of China’s explosive growth over the past two decades.
While most believe China’s economy is export driven, statistics show public works spending accounts for 4%-6 % of the country’s GDP growth. From 2007-2010, China will spend a whopping $725 billion on infrastructure improvements in a race to accommodate its rapidly migrating populace.
By 2030, 1 billion of its people will live in cities, up from 600 million today. About 170 mass-transit systems will be needed. Another 40 billion square meters of floor space will be built in 5 million buildings – 50,000 of which could be skyscrapers.
And all of these developed regions will be connected by new roads. Shorter transport times drive down costs, and smooth the transition to city living for China’s exploding middle class.
Plans for China’s road system call for 12 major routes across the country from north to south and east to west connecting millions to new routes of commerce, according to The Wall Street Journal. The system will stretch 53,000 miles by 2020, surpassing the 47,000 miles of roadways in the United States.
It will take massive amounts of steel, cement, and bulk transportation to build those roads.
Money Morning Contributing Editor Martin Hutchinson believes one big winner from the infrastructure boom will be Vale (ADR: RIO) the world’s largest producer of iron ore. As the world’s leading producer and consumer of steel, China is also the world’s leading importer of iron ore, which – along with coking coal – is a key component in steel production.
And while prices and demand for Chinese steel fell sharply in the second half of 2008, they are already beginning to pick back up.
In fact, steel production in the Chinese city of Tangshan, in the Hebei province, has risen to more than 70% of capacity as companies resumed output after prices stabilized, the Tangshan Evening News reported Dec. 26. About 39 out of 57 iron and steel factories in Hebei, China’s biggest steel-producing province, are operating now, compared with 25 in August.
Tangshan is an industrial-level city in that steel-rich region.
“The iron-ore stocks have been overly poorly treated in the past couple of months with all the fear over China,” Michael Heffernan, a client adviser with Austock Securities Ltd., told Bloomberg News.
“Negativity over the Chinese situation is overdone,” Heffernan added. “In the past couple of months the Chinese may have been posturing to get the best possible deals they could when negotiations over contract prices reopen.”
That’s good news for Vale, which looks attractive with a Price/Earnings (P/E) ratio of only 8.6.
A big source of China’s iron-and-steel demand has to do with the country’s commitment to railroads. A full $100 billion of the stimulus package will be spent on rail services.
That makes Guangshen Railway Co. Ltd. (ADR: GSH) a good play.
Guangshen Railways is the biggest rail operator in China with cargo and passenger operations between Guangzhou and Shenzhen, as well as Hong Kong.
There is an acute shortage of rail capacity to carry raw materials from China’s western provinces to manufacturing centers on the Red Dragon’s East Coast. Right now, cargo capacity is only 35% of demand, according to the Chinese Railway Ministry.
That helped revenue at this $94 billion company to jump 17% in the first three quarters of 2008, despite a crippling snowstorm in January. Guangshen also yields about 3%, rewarding investors who are willing to hold the shares as they wait for the stimulus to kick in.
China’s Urban Migration and Growing Consumer Class
The opening of new highways is providing greater mobility to China’s population, accelerating the massive move from the hinterlands to the cities. Incredibly, China will have 221 cities with more than one million inhabitants by 2025 – compared with 35 in Europe and nine in the United States today.
Quite simply, that urban migration is responsible for creating the largest consumer class the world has ever seen – a middle class greater than the entire population of the United States.
Retail sales in China are estimated to have risen about 21% in 2008, according to the Ministry of Commerce. And now that weakness in the global economy has dented exports, the government is making an even greater effort to boost domestic consumption.
That’s why Money Morning Contributing Editor Horacio Marquez likes China Life Insurance Company Ltd. (ADR: LFC).
China Life is experiencing continued growth for reasons unique to government regulations. Without a social security system, Chinese consumers must fund their own retirement – one reason the Chinese save an amazing 35 cents of every dollar they earn.
Also, China Life’s investment portfolio hasn’t been hit by the market meltdown, because government regulations prevented the company from owning subprime-related mortgages and securities. With 43% market share, Moody’s Corp. (MCO) expects premiums to grow between 30% and 40% in 2008. And right now, only 3% of China’s consumers own life insurance, leaving plenty more room for growth.
Another company worth looking at is China Mobile Ltd. (ADR: CHL).
With 443 million subscribers, China Mobile is the dominant provider in the world’s largest mobile telecom market. And in terms of growth, an additional 3 million to 4 million consumers become mobile phone subscribers in China each month, according to the Chinese Ministry of Information.
The company’s earnings per share (EPS) increased 31% in the first three quarters of 2008 and China Mobile stock yields a healthy 3.2%.
Now, the mobile services giant is in talks with Apple Inc. (AAPL) to introduce the iPhone to the burgeoning Chinese market. And with the global slump hurting smaller players, it’s on the hunt for acquisitions with attractive valuations in emerging markets.
Soaring Energy Demand = Growing Profit
Despite a slight slowdown in the economy, China’s energy appetite continues to grow at a ravenous pace. And even though the country is building one coal-fired power plant a week, China’s unable to keep up with exploding demand.
China’s electricity consumption rose 5.2% in 2008 and investment follow. A total of $84 billion (576 billion yuan) was invested in the sector in 2008 – a 1.52% over to 2007. Power grid spending rose 17.69% to $42 billion (288.5 billion yuan).
As with other forms of infrastructure, China plans to up its investment in electricity over the next several years. China has already announced $29 billion in new energy projects, including a new natural gas pipeline, construction of 10 new nuclear power plants, and a new coal mine, set to produce 14 million tons of coal a year.
Here are two solid profit plays on the new infusion of cash:
Money Morning Investment Director Keith Fitz-Gerald likes Yanzhou Coal Mining Co. Ltd. (YZC).
China burns more “black rock” than the United States, Japan and Europe combined, and this company is one of China’s biggest coal suppliers. It produces lots of high-grade, low-sulfur coal, which burns cleaner and fetches a premium price. The company also boasts profit margins of 22% in an industry where the margins average about half that amount. For the first three quarters of the year, the company posted profits that were up 364% from a year ago. This kind of growth, in a stock that’s trading at three times earnings, is a big time potential bargain – especially given its dividend yield of 4.3%.
Both Fitz-Gerald and Hutchinson recommend like Huaneng Power International Inc. (HNP), as well.
Huaneng is the largest utility in China, and is a virtual lock to benefit from growth in any form. It owns 16 operating power plants, and has controlling interests in 13 others. As a state-owned enterprise, it has the contract to produce the power for the entire eastern region of China, including Shanghai and Beijing. Although it’s been generating losses lately due to high coal prices, the power company is likely to increase output and profits with any economic expansion.
If you’re leery of investing in individual stocks you might want to look at the Templeton Dragon Fund Inc. (TDF). Over 80% of the closed-end’s assets are directly invested in China. And with roughly 50 positions, it provides ample diversification.
[Editor's Note: As the whipsaw trading patterns energy investors have endured this year have shown, the ongoing financial crisis has changed the investment game forever. Uncertainty is now the norm and that new reality alone has created a whole set of new rules that will help determine who profits and who loses. Investors who ignore this "New Reality" will struggle, and will find their financial forays to be frustrating and unrewarding. But investors who embrace this change will not only survive - they will thrive.
Money Morning Investment Director Keith Fitz-Gerald has already isolated these new rules and has unlocked the key to what he refers to as "The Golden Age of Wealth Creation." But Fitz-Gerald brings more than a realization - and an understanding - to the table, here. After a decade of work, he's also developed a new computerized trading model based on a mathematical concept known as "fractals." This system allows him to predict price movements of broad indexes, or individual stocks, with a high degree of certainty. And it's particularly well suited to the kind of market we're all facing right now. Check out our latest report on these new rules, and this new market environment.]
News and Related Story Links:
- Money Morning:
China Unveils Plan to Bolster Real Estate, Ensure Growth - Money Morning:
China Stocks Advancing as Beijing Boosts Investments - Bloomberg:
Atlas, Murchison Surge on Signs China Buying More Ore - Money Morning:
Massive China Stimulus is Viewed as an Attempt to Help the West. - Wikipedia:
Tangshan. - Money Morning Special Investment Report:
Five Ways to Profit From China’s $585 Billion Stimulus Plan. - Money Morning News Analysis:
Bank of China Tries to Spur Economy with Fifth Rate Cut in Three Months.
Hello, it really interesting, thanks