Primary Recommendation

West China Cement - Hong Kong listing should trigger massive re-rating

March 2010

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

The extraordinary rise of China as an economic superpower has even tempted celebrated stock picker Anthony Bolton out of retirement to launch the new Fidelity China Special Situations Fund. In a recent interview, Bolton graphically described just why. As well as adding the equivalent of two new UK's or seven Indiaâ€™s to the global economy since 2000, China is now at an inflection point where over the next decade its massive 1.3bn population are about to see their incomes soar from US$4,000 to US$10,000 per head. But in order to ensure this potential is realised, the Chinese Government are now expected to invest a whopping US$9bn in infrastructure, including the addition of 10,000 km of rail track and significant expansion of the road ne ...

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West China Cement (March 2011)

West China Cement - Making big gains in Hong Kong (October 2010)

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West China Cement (July 2010)

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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