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China frequently confounds stock market prognosticators because it has a penchant for straying markedly from other broad global indexes year-by-year over the decades - even from emerging markets. It's hit or miss.

There's something about China and its rush to capitalism that I find confusing. At the same time, we live in an America where capitalists oppose any government interference with free markets, while in China you have a very controlled, state-planned market where economic growth is better than ours.

China is a government-oriented economy. No one can say he can run his business entirely without government connections. Anybody who says that he or she can do things alone... is a hypocrite.

That's one of the challenges of investing in China, is the lack of clarity with respect to tax positions.

The greater concerns in China and Taiwan are on the political side, not on the economic side.

Because of the economic crisis, China and the United States are bound together. This is a totally new phenomenon, and nobody will fight for ideology anymore. It's all about business.

I am convinced that China needs to be a strong trading partner with the United States long term.

The Chinese economy has huge potential and flexibility.

Despite its enormous power and wealth, China's ruling elite remains absolutely petrified that the free flow of information will undermine its political legitimacy, particularly among China's younger generation.

As is often the case when things are complicated, extreme views have superficial appeal. On the one extreme, some see China as an inevitable enemy that must be contained; on the other hand, there are those who see China as a slowly developing democracy that can be embraced.