I wrote a Chinese A Shares stock recommendation in May 2014 after reading the book by Jim Rogers.
He is really a good investment strategist.
Here is the link from Douban. Just copied from there as below:
Selective Stocks from the book for companies with China Mainland business 1. Energy 601088 601857 600028 2. Transport 0175 000338 601006 600897 3. Tourism 000978 4. Agriculture 1886 0038 000869 600600 3983 5. Health, Education, and Housing 600664 601318 601268 2328 EDU 000002 6. Mix Aerospace: 600879 Internet: Tencent, 600050, Sport: Li Ning Retail: 3368, 0709, 600177 Currency and Commodities: no practice My Recommendations for Mainland A shares Only: Youngor Group Co., Ltd. 600177 Midea Group Co Ltd 333 China Construction Bank Corporation 601939 China United Network Communications Ltd 600050 PetroChina Company Limited 601857 Tsingtao Brewery Co Ltd 600600 China Shenhua Energy Company Limited 601088 China Petroleum & Chemical Corp 600028 Weichai Power Co., Ltd. 338 Daqin Railway Co., Ltd. 601006 Yantai Changyu Pioneer Wine Company Ltd 869 China Vanke Co., Ltd. 2 China Aerospace Times Electronics Co Ltd 600879 Anhui BBCA Biochemical Co., Ltd. 930 Baida Group Co., Ltd. 600865 Xinjiang Tianshan Cement Co., Ltd. 877 My ideal is to select one from each industry, but weighs more on energy. With equal money distribution.
Just like all other retail investors, I didn’t buy them according to my own strategy. I don’t have that amount of money in RMB then. I bought some of them.
I bought some A shares in 2009, and then let them stay untouched. I didn’t learn how to handle bear and bull market.
Now here is my thinking: why is it so hard to follow one’s own thinking, most of the time, against the general public ?
There is no if else statements for decisions in life, and sometimes you need to act decisively and boldly.
Contrarian investment is really hard, although profits good.