- What are China's Billion Dollar SSEs

Stock Ideas

News Letter Reviews

What are China's Billion Dollar SSEs

Market Watch

Dear Reader, A few weeks ago, I asked you to give me a story about what the government did to piss you off. I got a lot of feedback. Apparently the government is good at pissing everyone off!
More...

Login Form

What are China's Billion Dollar SSEs

Wednesday, 02 July 2008

You may have heard of China's State Owned Enterprises or SOEs. For reasons I'll explain in this letter, I call this new breed of rare and remarkable operators China's Billion Dollar State Sponsored Entrepreneurs -- or "SSEs" for short. I've identified five specific characteristics that can help you indentify them.
Over the course of our discussion, I'll reveal these characteristics, plus why I'm convinced they offer a once-in-a-lifetime profit opportunity for investors like us.

That way, you can decide for yourself if I exaggerate when I say that I'm convinced that a fortune awaits investors in these remarkable new enterprises -- a bloody fortune if we choose wisely.

You see, while dozens of small- and mid-sized Chinese companies could potentially be considered a "State Sponsored Entrepreneur," I don't think you should invest in them all.

In fact, when it comes to cashing in on this rare phenomenon, a tiny handful of China's Billion-Dollar "SSEs" stand head and shoulders above the others, including my two favorites you'll hear about today...

China's Billion-Dollar "SSE" No. 1

This industrial juggernaut is led by a rags-to-riches "zillionaire" and "favored son" who is carrying out Beijing's mandate to consolidate the largest steel industry on the planet -- and deliver massive profits to shareholders

China's Billion-Dollar "SSE" No. 2
A leading high-tech company that's not content to dominate a $33 billion domestic market -- but expects nothing less than to transform itself into a global conglomerate like General Electric or 3M -- companies that made absolute fortunes for early investors.

A Simple Way to Play the Dropping Dollar

By Charles Delvalle Everyone knows that the dollar is losing value against all major currencies. But in the past few weeks, the dollar rallied five percent, fueling speculation that the drop...
+ Full Story

Review The Vital Resource Investor

Dear Reader, The new bull market in commodities has grabbed Wall Street's attention like a $100 bill on the sidewalk ... even before frantic nations began the mad scramble to hoard food, one of...
+ Full Story

My name is Paul Elliott. I've been studying and writing about the markets since I got my finance degree back in 1987, including six years at First Call (during its glory years) and later as a columnist for TheStreet.com and RealMoney.

I love stocks, and I love making money -- and frankly I'm pretty good at it.

But I don't claim to have it all figured out, especially when investing overseas. When it comes to global markets and investing in foreign companies, I'm the first to admit that my colleague Bill Mann is in a whole different class.

That's why I jumped at the opportunity to travel with Bill to China and India last year -- and why I was thrilled to join his team on a return trip for a closer look at China in June.

That's also why, before agreeing to write you this private invitation today, I spent a full week reflecting on our meetings and poring over my notes and research with Bill and his Motley Fool Global Gains team of analysts.

If you follow global markets in the financial press or spend any time watching CNBC (Bill has appeared as a guest host on CNBC Asia), you may know a little of Bill's talents and insights. If that's all you know about Bill and his Global Gains project, please do read on for a proper introduction and a special invitation.

But before we make introductions and talk business, we should really step back a moment and consider exactly how we got to this remarkable -- and potentially profitable -- inflection point in history.

We endeavor to decipher analysis of this Teaser/News Letter to distinguish the thoughts of Authors/Editors.
Please post your Review/Comments, your rating helps other users gauge the value of an article ...

Reviews (1)

1. Written by This e-mail address is being protected from spam bots, you need JavaScript enabled to view it , on 26-08-2008 04:46
Good Information