Hello! Welcome to my new blog, China Stock Strategy. I’m Robert Hsu, and with this blog, I hope to help you profit from investing in China.
The economic emergence of China is the greatest boom the world has seen, and it’s the mother of all investment themes in this new century. Every major trend is either driven by China or, at minimum, heavily influenced by it. This is true for energy, commodities, technology, bonds -- even real estate.
As this land of one billion people modernizes and makes the leap to capitalism all at the same time, I believe we will profit from some of the best investing opportunities of our lifetimes.
This blog brings together two of things I have always been most passionate about: China and investing. I was born in Taiwan to Chinese parents, so China is in my blood -- literally. After I moved to America as an eight-year-old, I continued reading Chinese newspapers every day to keep up with developments in Taiwan, Hong Kong and China.
My interest in China grew as I got older, graduated from college and pursued my other passion -- making money in the financial markets. I traded a wide range of markets including stocks, bonds, commodities and currencies, eventually becoming a hedge fund portfolio manager at Wall Street powerhouse Goldman Sachs. There, I was fortunate to learn from some of the finest investors in the world. I amassed my first million by the time I turned 30, and in 2004, I started my own money management business called Absolute Return Capital Advisors. I also write two stock advisory newsletters, China Strategy and Asia Edge.
Now I want to help you build your own fortune by profiting from the China Miracle. In the weeks and months to come, I will take you on a tour through China’s investing and social landscapes, and together we will profit from the greatest economic transformation in the history of mankind.