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Chinese Internet Stocks Have the Best Fundamentals

newsletter_2016_09From July 2015 to July 2016 safe assets like Utilities, Food & Necessities and Bonds attracted investors who feared something bad was about to happen. The flood of investment dollars caused these areas to become overvalued, as growth stocks just sat there. Then in mid-July the stock market shifted. Now growth stocks have started to rise — and make up for lost ground.

America has had its share of Internet stock market winners and China has as well. These are real companies changing the world with apps like WeChat that are universally accepted. And profitable.

Chinese Internet stocks have the best fundamentals. The main reason is Internet companies sell things digitally, making it easy to grow. No plant, warehouse, retail expansion plans, etc. Just 50% of Chinese have Internet access, compared to 90% in the U.S. There’s room to grow. Let’s look at my top picks.

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