What to do with China share?

There is an article today in zaobao. It is about an interview with China Female Buffett. I tend to agree with her view point.

Brief summary:

China stock easy money era has ended

Yang Liu is a famous fund manager in China, nick named "China Buffett". Recently she mentioned, the easy money has been earned, we have to tread carefully going forward. There are 5 areas that are still attractive - Insurance, health care, goods, retail and properties.

Insurance - China Life, Ping An.
Health care - Equipment supplier.
Resource and goods - Petro China and water treatment.
Properties - Port and airport.
Retail - Branded consumer play.

Long the stocks in these area for long term. Original article link

Morgan Stanley issued a report on last Wednesday, citing HK stock could be due to correction up to 30%. This could happen, but the magnitude is unknown. My belief is the China bull has more legs to run. It won't end so soon. It has become a social activity to play stock in China. Even fund manager pulled out, there would be tons of retail investor supporting the price. Having said that, I won't be the one putting the money in though.