PREFACE
INTRODUCTION: PLUS CA CHANGE...!
CHAPTER 1 CHINA, an Oriental Oasis
- The Stock Market Begins Another Cycle
- Five Years of Orderly Progress
- Shanghai Will Be Top Dog
- China Is on the Ascendance
- The Bull Will Always Beat the Bear
CHAPTER 2 PICK THE BEST INVESTMENT SECTORS
- Chinese Banks Are a Must
- A Good Weapon Against Inflation
- The Power of Domestic Service
- Cautiously Buy into Insurance
CHAPTER 3 UNDERSTAND THE NEW GAME RULES
- The New Accounting Principles
- Provision ≠ Loss
- Making Sense of Ping An And China Life
- Exaggerate Losses in Property Shares
- Chinese Banks' Cloudy Day
- HSBC's Confusing Balance Sheet
CHAPTER 4 EVALUATE EACH INDIVIDUAL SHARE
- Knowing What Questions to Ask
- Three Steps to Minimize Risks
- Look at Real Profits
- Evaluate the Company Not the Share
- Where Is the Bottom ?
CHAPTER 5 USE NAV TO ASSESS POTENTIAL
- Chinese Property Shares
- NAV Sorts Out China Banks
- The Fickle Nature of the Internet
CHAPTER 6 LOOK FOR DIVIDENDS AND HIGH GROWTH
- Compare P/E Ratios Rather Than Dividends
- Equity Returns: Who Wants Bonds?
- The Importance of Sustained Dividends
- Dividends Mitigate Stock Losses
- Lower Yields Can Pay in the Long Run
CHAPTER 7 BEWARE THE MANAGED ECONOMY
- Government And Company Policy
- Living on Big Brother's Charity
- A Callow Market
- Eclipsed Red Chips
- The Huiyuan Bid
CHAPTER 8 KEEP AWAY FROM THESE STOCKS
- Chinese Big Birds
- Avoid the Gambling Industry
- Industrials Ventures
- The Dangers of Mining a Wasting
- Penny Stocks Are a Gamble
- Anything Can Happen with Small Caps
- Say ‘No' to IPOs
CHAPTER10 HOW TO MANAGE YOUR PORTFOLIO
- Building a Diamond Portfolio
- Lazy Way to Invest in China
- Not a Fan of US Dollars
- RMB Deposits, or Buy RMB Shares
- Play in Sands Casino
- In Defence of Dollar Cost Purchases
AFTERWORD
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