A healthy correction is likely but this will not break the overall trand for the rest of the year. China stocks, backed by strong fundamentals, are poised to keep rallying for the rest of the year. Remember, short-term corrections are just part of the game.

Reflections on Hong Kong trading, negative S&P futurtes and some key reports coming out today. Overall, I expect China ADRs to pull back 4-6 percent on average today.

CEA's September record month through the eye of an analyst. Factors contributing to the ups and downs and finally, lessons to be learnt.

Sometimes we get it right: we predicted yesterday that today will be an even BETTER day. We have no reason to doubt it at 9:00 A.M. before the bell. We will see.

Strong Wall Street momentum is likely to carry over to Asia tonight. If the Hang Seng hits another peak tomorrow, China ADRs will be on FIRE on Tuesday!

SINA Corporation (SINA: Quote, Profile, Research) through an analyst eye. Reflection of current price/valuation

Hope you had steel nerves in August. Referring back to the main article in our previous Newsletter, “Strong stomach needed”, we could not have timed that article better. August turned out to be a heck of a month. U.S. subprime problems put pressure on equity markets globally, sinking our favorite proxy for U.S. listed Chinese stocks, the FXI, 15 percent by Aug 16th. Then the FED’s decision to lower inter-bank lending rates by a half point sent our benchmark up 20 percent by Aug 27th, just to see those gains evaporate the next day. Still, investor optimism fuelled the index to a 7.43 percent gain for the month, attributed to further rate-cut hopes and news that the U.S. governments would help tackle the subprime mortgage problem.

Reflections on Baidu's 2007 H1 unaudited financial report after stock price surge to $290

We have GREAT news coming from both Shanghai and Hong Kong yet U.S. markets don't look good for today. What makes today's China stock behaviour even more special is that Hong Kong rally took place under record volume. So we will see if China ADRs have their own life or will be subdued by the possible weak U.S. market performance.

China telecom stocks (CHL, CN, CHA, CHU), China Life Insurance (LFC) face a potentially GREAT day. Plus take a look at the China stock universe from a technical point of view.

Facts, figures and changes in the Chinese telecom industry. China Mobile (CHL), China Telecom (CHA), China Unicom (CHU), China Netcom (CN), China Railcom

ETFs or exchange traded funds are a great way to start investing in China. Plus you may want to keep them after all...

Market update: reflections on the Pre-market report at 11:00A.M.