Where to invest in China

I don’t think I’d want to be involved in the frothy property market of the big cities. I wouldn’t want to invest in its opaque and undercapitalized banks. On the other hand, I would invest in ideas that link to the agricultural scene. There is clear demand and growth and constraints – in water and arable land – that one can deal with in only so many ways. I would invest in uranium, which ties back, in part, to China’s aggressive nuclear build-out. Robeco is forecasting a second-half rebound. JPMorgan Chase expects Chinese stocks to rally more than 40% this year.
(http://dailyreckoning.com/china-boom-or-bust-does-it-even-matter/)