Peter Schiff lance un fond sur la Chine

[John Loque]

http://www.shtfplan.com/peter-schiff/peter…l-fund_09172009

http://www.ephasiafunds.com/

  Citation

As most of you know, I feel that the most promising economic growth is taking place in China. With its focus on savings, production, and investment, the Chinese are getting right so many of the things that we are getting wrong. As a result, I have come to believe that Americans must invest more in China if they hope to be part of the global economic expansion.

But for many investors, especially those with limited funds to contribute, it’s not easy building a balanced portfolio of China-focused stocks. To provide a simpler pathway to make these investments, Euro Pacific has combined forces with Halter Financial Investments L.P., a consultancy and money manager with operations in the U.S. and China, to launch the EPH China Fund, a mutual fund designed to give investors access to companies doing business in China. This is the first mutual fund that bears our name, and I have high hopes for it.

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The fund will be benchmarked against the MCSI China Index but will adhere to my preference for value-oriented, dividend-paying stocks. Unlike many of the popular U.S.-listed Chinese ETFs, which are heavily concentrated in the financial sector, this fund is a broadly diversified portfolio focused on identifying those sectors and companies that we believe will lead when China finally focuses more intently on its domestic consumers.

[vincponcet]

  John Loque a dit :

http://www.shtfplan.com/peter-schiff/peter…l-fund_09172009

http://www.ephasiafunds.com/

Investir dans la bulle chinoise, oui, mais faudra sortir avant que ça pète.

Dire que tout est beau en chine, venant d'un autrichien, c'est de l'abus.

ça injecte à mort en Chine, ya régulièrement des news sur les craintes de bulle dans les actions et dans l'immo en Chine.

[Bastiat]

quelques éclairages sur sa position.

Je suis un peu faché avec les articles d'éco en anglais.

http://www.digitaljournal.com/article/286356

Il reconnait tout à fait l'existence d'une bulle, il discute plutôt sur les conséquences.