Mark Kelleher Quotes (3 Quotes)

We are concentrating mainly on China today.

One can argue that the market might've gotten ahead of itself, and might have pushed up prices of some of these companies a bit too high. But the recent drop is an overreaction. I see this as a buying opportunity. Prospects for the sector are still extremely positive.

People are concerned not only as to when this is going to be profitable for them, but also how have they changed the dynamics of competition.