Somehow, I feel CTS (China tech stocks) are not as resilient as the US blue-chip tech stocks [MSFT, IBM, HP, Intel,,]. I feel CTS are subject to more political risks. They don’t pay dividend. No long-term trend.

China banks pay better dividends than China inet. China inet has more growth potential.

Apparently, India’s most visibly competitive companies are largely concentrated in a single sector — IT outsourcing sector.

In contrast, China’s most competitive companies are manufacturers, but rather few are hot stocks. Hot stocks are most inet companies, but they are unsuccessful in globalization, unsuccessful outside the domestic market.