I like YAO. It's a very nice mix of all caps with heavier
concentration in the biggies including BIDU, tencent etc.
Google YAO holdings for a list of holdings.
I also think it is an interesting spot to enter a longer
term position - with an eye on the exit if it's too early or
everything starts falling apart. But overall the longer term
risk to reward looks pretty good.
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Posted by johnc on 8th of Aug 2012 at 07:13 am
I like YAO. It's a very nice mix of all caps with heavier concentration in the biggies including BIDU, tencent etc. Google YAO holdings for a list of holdings.
I also think it is an interesting spot to enter a longer term position - with an eye on the exit if it's too early or everything starts falling apart. But overall the longer term risk to reward looks pretty good.