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A big problem with managing a portfolio is the investor's ego. The smart thing to do is to take care of the growers and replace the others. Why do people do the opposite with their portfolio and suffer?

Small and mid-cap China stocks and Chinese property plays are two sectors headed in opposite directions, according to BOCOM International.

For the week, China shares were not able to completely recover from the sharp drop caused by disheartening U.S. employment numbers last Friday.