London Asia Chinese Private Equity Fund

Morning Buffin
"Maybe the new investments include LDC's portfolio? That could explain the delay in restructuring LDC."

Thats what I have been thinking! They have always said that interesting opportunities outweigh available funds in China .

We know the fund can expand to 150 million, we know that share swaps are now allowed ( see above)under the new rules so the neat solution would be to transfer in some assets from LDC to the LCP fund.This will release capital for LDC and provide some decent investments for LCP depending on the transfer prices...
So Lcp becomes fully invested in strong performing high growth businesses that are well onside with the Chinese authorities & Ldc gets more revenue from fund manager fees.
I think that value will be created by investing in China but there are risks & I am not entirely certain where the value will be created soI,ve gone with LDC and LCP.
I am bullish of these stocks so long as they continue to play everything with a straight bat and stay onside with the authorities in China and the investmnet community in London and remember to create value for the investers.