Dimsum’s Stock List

Methodology for the list- MACRO/THEMATIC

I believe in trying to look for strategists who will think more about China’s policies going forward.  Thus, I chose to handpick strategists’ views who think ahead or in line with the government.  Recently, I find that focusing on China’s 7 Strategic Industries and National People’s Congress to be a theme to play for this year.

The following are the stocks that are deemed to benefit should the policies and the analysts’ views are correct.  Consider this only as a guide.  Going forward, I will include macro-analysis and other trends that I deem are important trends for traders and investors to consider.

Please note: These stocks are not evaluated based on any valuation or momentum criteria.

Click for larger views.  Thanks.

Reference: Bank of America – Merrill Lynch Strategy Reports (Specifically 7 Strategic Industries and

National People’s Congress.  See My Jan 28 and March 6 posts for the whole reports)



The National People’s Congress List  (12th 5 Year Plan of China)


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