Agoracom Blog

AGORACOM Wrap Up From Roth China Conference For Chinese Stocks

Posted by AGORACOM at 2:23 PM on Thursday, November 27th, 2008

The Roth Capital Partners China/Vegas Conference ended on Friday but it has been such a whirlwind since then that today is my first opportunity to provide post-conference commentary. AGORACOM was a proud first-time sponsor of the event. As readers of the AGORACOM Blog and viewers of AGORACOM TV know, we are very bullish on Chinese small-cap companies and believe they represent the buying opportunity of a lifetime.

In short, the conference was fantastic. Yes, both companies and delegates were disappointed in the state of the markets but the difference in China is that small-cap companies are simply growing at a slower rate – but they’re still growing.

Case in point, take a look at just some of the Chinese Small-Cap Stocks I blogged about in our China category. These companies are just blowing the doors off relative to most of their OTCBB peers. As such, the overall sentiment was positive and everyone feels very confident about growth in this space over the next 5 – 10 years. Expect to see a few more profiles go up in the next few days.


With respect to mechanics of the conference, the Roth people put on a great show. Super organized when you consider they had to weave 1-on-1 meetings with company presentations.

What I really enjoyed and appreciated, amongst everything else, was the China Chairman’s Workshop on Day 1 in which Roth assembled all presenting companies, sponsors and industry experts for an interactive discussion about the industry’s state of affairs. This is a departure from most conferences that simply open an exhibit the floor and let the carnival begin. It showed me that Roth cared about real dialogue between all levels of the industry. It turned out to be very informative and helpful. Kudos for that.


Driving the point home further is American citizen turned China Bull, Jim Rogers. im Rogers is the co-founder of the Quantum Fund along with Billionaire George Soros and subject of extensive coverage here on AGORACOM. I met him briefly during a book signing and joked about how he shouldn’t confuse me with Soros given how close our names are.

Jim gave an entertaining but compelling presentation on why investing in China today is like investing in the USA back in 1870. I actually posted many of his comments to AGORACOM Twitter via my cell phone. You can see those posts here.

The current market turmoil does nothing to change our sentiment.


One Response to “AGORACOM Wrap Up From Roth China Conference For Chinese Stocks”

  1. […] AGORACOM is proud to announce we will be sponsoring the ROTH 21st Annual OC Growth Stock Conference in California, February 16-18.  This is our second consecutive sponsorship of a ROTH Conference, a testament to the quality of these conferences.  In November, we sponsored the Roth Capital Partners China/Vegas Conference. […]