The biggest story of the week has been the moves in China. When the Chinese authorities unveiled the second half of their stimulus plan, it caused a frenzy of activity for their markets, as well as for several other markets in that part of the world. China’s CSI 300 index has rallied almost 16% last week…which helped many of its ADR stocks trading on US exchanges skyrocket higher. Here’s why that run-up will keep going – but not long enough to keep chasing Chinese stocks up. On a longer-term basis, I agree with those who are skeptical about whether these stimulus programs will do a lot to help…