Another blog 'bout China
I just came across another approach towards Chinese stocks.
I was looking through some filings of my favorite Chinese stock (CNTF) and I found a Chinese venture capital firm that looks very interesting.
The firm is IDG Capital Partners, and you can see a list of their funds here.
This firm is on the ground in China, researching companies in rigorous detail, and investing in them even before they are publicly traded. After doing some very brief research, I am 99.99% sure that none of their investments has ever been accused of fraud. Basically, I think I have found the jackpot of non-fraudulent Chinese companies.
You can learn more about the IDG funds here and here.
These are some of their holdings, which I've found through their SEC filings. If any of these turn out to be frauds I will be VERY surprised:
I'll post an update in a few months to see how these stocks are doing.