[sgbuffett]

What about US tech companies like Apple and Google? The valuations are still reasonable at 30 P/E.

The valuations are richer but can still be justified by the growth but those are already mature. You are not going to get spectacular gains.

The China tech you will get some PE expansion as well as growth so it is much better for long term holding but be mindful of risks.

But these are just for me to start and get deeper understanding of Chinese companies. What I want to do is get into smaller high growth companies that will be the Alibaba of tomorrow.

The area that interest me most now is semiconductor as China needs to grow its own chip makers to be less dependent on US so there will be companies here that will grow 50 to 100 times.

The other thing that interest is the technical action and anomalies surrounding the movements of China stocks...alot of the short term price action I pure speculation that is back and forth even high % of speculative trades than in HK. There are many opportunities here.