John’s Twitters on 2012-09-25

John’s Twitters on 2012-09-25

September 25, 2012 0 Comments
  • My main impression from this weekend's Beijing trip–Man, they've got a lot of people there! #
  • Big idea about China investing? How much China has grown relative to everywhere else; how little investors have made in Chinese stocks. #
  • The only way to make money out of China's growth is to invest in companies in outer countries that sell things (coal, copper, oil) to China #
  • My favorite China growth bank-shot stocks: RIO, FCX, BHP, CAT, YUM, EPP #

John Rutledge

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