I'm hopeful too that we get SAMR this year, but am willing to wait until end of the year. If US gets its way in trade there will be structural reforms with less government support of state run enterprise. The other biggie is abolishment of the 2 children policy. China needs children to support its ambitions. Else it will end up in a death spiral, like what is expected in Japan and Korea.
BAL Price at posting:
$8.07 Sentiment: Buy Disclosure: Held