Sunday, November 21, 2010

Trading Idea: Long BIDU/SINA/SOHU/NTES

Trading Idea: Long BIDU/SINA/SOHU/NTES

Google's exit from China bodes well for Baidu, and the rapid increase in internet usage and cultural proclivity towards internet use in China bodes well for Baidu, Sina, Sohu, and Netease over the next 5 years.

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