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Opportunities in smallcaps

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China Fire & Security Group bought

May 22nd, 2011 · Comments Off on China Fire & Security Group bought

This is one of those Chinese smallcaps we were actually following (and been in and out). The fog and guilt by association where the good companies suffer from the bad (and people taking advantage of that) has slashed valuations in the whole sector. Some take advantage of this…

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Tags: CFSG

Those China Smallcaps once more

May 22nd, 2011 · Comments Off on Those China Smallcaps once more

More mist, fog, obfuscation and an inability to decide which party is closer to the truth. We’ve often said that financial markets tend to suffer from information asymmetries. Look no further than this space for conformation of that. In the meantime, those sidelines indeed look comfortable..

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Tags: China

Watch out with Chinese small caps part II

February 13th, 2011 · Comments Off on Watch out with Chinese small caps part II

A murky situation getting much murkier when there are unscrupulous people on both side. This is as clear an example as any of the problems markets have when information is asymmetrically distributed and unscrupulous people trying to make a buck profiting from it (or the deliberately created ilusion of it).

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Tags: China · Emerging Markets