So you wish to invest in all things Chinese? May you live in interesting times. Great care must be taken, Grasshopper, when investing after a run-up. As the great philosopher Ugo Lo once said, “The monkey’s grasp shows the way of of the moon’s shadow.” No one knows what that means, Grasshopper. And no one can tell if the Chinese market will go up, down, or sideways based on past performance.
Patience and balance.
If you want to invest heavily in China, overweight it, but also invest in the greater World market (including the US).
Buy what everyone else is selling and sell what everyone else is buying. And, to quote a real person (Sir John Templeton), buy when there’s blood on the streets.
This pitiful advice comes from someone who lost many times chasing the shadows of profits.
