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CER Alpha
More US firms to shift business from China to ASEAN
Consider selling or shorting Esprit after execs resign
Consider China real estate plays on signs of loosening restrictions
ICBC, large China banks still a buy after rate liberalization
Consider shorting China solar stocks after jump as outlook remains dim
Consider shorting Chalco after aluminum oxide output cut
Consider buying Western China cement producers like SINOMA on stimulus
Consider taking USD-CNY straddle positions as volatility increases
Consider buying China Everbright International and water sector on new standards
Lackluster Facebook IPO not helping weak Chinese internet sector
Consider buying Yum, McDonald's as China becomes more consumer-driven
Consider selling China internet stocks as Facebook boost already played out
Consider selling China ETFs on economic and political uncertainty
Consider closing out Esprit short as turnaround plan takes hold
Take profits on China dry bulk plays but hold container shipping positions
Consider avoiding China City Railway IPO on high valuation, government dependence
Consider buying Gome after appliance maker adjusts to end of China subsidy
ICBC still a buy but consider other China banks on Q1 earnings
Consider buying Coach and other luxury stocks as hedged bet on China growth
Steer clear of China Zhongsheng IPO in favor of iron ore leaders
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