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Sunday, December 07, 2008 

China

Looks to me like the market bottomed.

PE was roughly 7. We've had lots of ridiculous stimulus.

I haven't looked at the russian market, but it will bottom when oil bottoms.

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Sunday, November 09, 2008 

China Stimulus Plan

China to launch $586B stimulus plan

My companies that should sky-rocket:

GHII
XIN
EJ

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