Dear Fellow Investor,
Greetings from Shanghai! I've recently arrived in China for a two-week visit, where I'll observe firsthand how the country is faring the current global economic slowdown.
Since I've only been in China for about two days now, I haven't had that much time to truly examine how the Chinese economy is doing. But, one thing is clear: Chinese stocks are finally decoupling from U.S.-traded shares.
After the U.S.'s Election Day on November 4, the S&P 500 has declined 7%. In contrast, Hong Kong's Hang Seng index has jumped nearly 9%. This decoupling became even clearer this week. In the past three days, Hong Kong traded shares have leapt 13% higher, while the S&P has only gained 2.6%.
This rally in Chinese stocks has been stealthy, and few people are talking about. But for those who are clued in to the dramatic difference in stock market performance between Chinese and American stocks, there's probably one question lingering on their minds right now. Why are Chinese and U.S. stocks decoupling now?
If you've been reading your Inside China Dispatch each week, then you probably already know the answer to this question. While the U.S. economy is experiencing a recession, China continues to grow a robust 9%.
In addition, Chinese policymakers have taken bold action to support China's economy by cutting interest rates aggressively, introducing a $586 billion stimulus plan, and continuing discussions about the possibilities of more economic stimulus.
That's why Chinese stocks are rallying ahead of the world, and finally decoupling from the U.S. -- an occurrence that I expect to continue in the New Year. And that's why Chinese stocks seem to be the only safe place for investor capital right now.
A New Year of Profits -- Are You Prepared?
With the New Year ringing in just a few short weeks from today, now is a good time to evaluate your current portfolio. Are you aligned to take advantage of the decoupling between Chinese and American stocks? Have you started adding strategic Chinese plays to your portfolio to take advantage of the strength in China's economy?
If you can't answer "yes" to either of these questions, then you're probably not prepared to welcome a new investment year. But don't despair. There's still time to align your investments to the most profitable opportunities out there.
In fact, I've recently written a special report, 2009 Global Crisis Recovery Plan to help investors like you prepare for 2009. This special report provides insights into 2008's historic events, guidance on how to proceed in 2009 and what you should be buying and avoiding right now.
This report normally sells for $49.95, but as a valued Inside China Dispatch reader, I'm knocking $20 off the regular $49.95 price. That means you receive my most recent outlook and investment advice for 2009 at a steep discount!
In your special 2009 Global Crisis Recovery Plan report, you can expect to discover:
- 2008 Market Recap: No sector, company or global stock market was spared from the bloodbath of 2008. Financial giants dubbed as "too big to fail" collapsed right before our very eyes, and as a result created an economic slowdown and pulled down stock markets around the globe. So I'll discuss 2008's market action and economic activity, and why these events occurred.
- 2009 Outlook: China was one country that took immediate action, acting aggressively to overcome the current financial crisis and prevent a major economic slowdown within its borders. As a result, it's better prepared than most countries and regions around the globe as we enter 2009. So I'll discuss why Asia as a whole and China specifically is one of the best areas to be investing in throughout 2009.
- Sector Analysis: There's no denying that finding profitable opportunities in the current economic and financial environment is tough. But what we need to remember is that there are always sectors and companies that will outperform. Many of the opportunities that I'm seeing for 2009 will be the beneficiaries of China's continued economic growth and new stimulus plan. 2009 could be a very profitable year for you–if you know what to avoid and where to invest.
As you can see this special report -- 2009 Global Crisis Recovery Plan -- will provide you with all the details you need to navigate the murky waters in 2009 and even point out the most profitable opportunities in the current market environment.
So don't miss out on this great opportunity to order 2009 Global Crisis Recovery Plan today! Again, this in-depth report normally costs $49.95, but for a short time only, I'm offering it to you for just $29.95.
To order your copy of 2009 Global Crisis Recovery Plan, simply Click Here now!
Robert Hsu






