Tuesday, August 4, 2015

Investing in China real estate via HK or Singapore

Everybody is so negative about the banks [in China]. Yes, I think the banks [in China] have some problems, but equally, it’s a sector that has been neglected. Also, I wrote in my report about Macau gaming stocks. I don’t think there is a rush to buy them, but after having declined by up to 50%, Macau gaming stocks are probably in a bearish range.

I’m sure there will be some good value in Chinese property companies. I prefer to play the Chinese property market through Hong Kong or Singapore companies that have developments in China.