11-26-2013, 01:51 AM
Yes, Bondguy, I basically agree, with one caveat. We don't really know when the Deloitte audit is going to come out. It could be sooner.
We know of a couple of funds who did their own DD on the ground in China, and they were comfortable enough to greatly increase their stake, there could easily be a few more and the buyback provides support.
We know of a couple of funds who did their own DD on the ground in China, and they were comfortable enough to greatly increase their stake, there could easily be a few more and the buyback provides support.

