Monday, March 31, 2008

Investing in China & Taiwan

Here are some of the Mutual Funds/ETFs for China & Taiwan.

Oberweis China Opportunities - This is one of my favorite funds for China. This fund has taken a beating this year along with the broad China market. It is relatively a new fund, but the manager has an excellent track record and this fund has outperformed the Category for 2006 and 2007 but down ytd for 2008.

MORGAN STANLEY CHINA - This is an etf (closed end) fund that invests primarily in China A-shares. This fund is currently trading at 19.4% discount to its NAV value. This will be a good way to bet if you think China market will turn around due to its huge discount.

TAIWAN FUND INC THE - This is an etf (closed end fund) which invests in Taiwan. This fund is currently trading at 7% discount to its NAV value.

There are numerous Chinese and Taiwense stocks that trade as ADRs, but for the most part I have limited myself to investing in the above mentioned funds.

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