The China Finance Resource Page

This page provides selected, categorized and annotated links to free resources about Chinese stocks and the Chinese economy, and other relevant commentary for investors and traders.

This is one of a family of resource pages:

• Must-Read Investing Books — The Seeking Alpha Bookshelf - the best investing books, by topic.
• The Market Commentary Resource Page - annotated links to free commentary about the stock market.
• The Stock Market Blog Resource Page
• The Economics Blog Resource Page
• The Venture Capital Blog Resource Page
  
• The ETF Resource Page - annotated links and resources about exchange-traded funds.
• The China Finance Resource Page - annotated links to free resources relevant to investing in China.
• The Personal Finance Blog Resource Page

China Investment Blogs

Asia Business Intelligence is the work of Rich Kuslan, a consultant focused on the Greater China market. According to his blog Rich is Principal of AsiaWide Sales and Marketing Consultancy and a licensed NY state attorney. His blog posts offer news and commentary on Asian business events with a special focus on China. His goal is “to shed light on the events that the westerner sees, but the context of which he may not understand�?. Recent China posts focus on currency re-valuation and the Chinese domestic stock markets. Rich started blogging in 2000 and claims to post twice a week.

billsdue provides news and analysis of Chinese Internet and gaming companies, and offers periodic thoughts on Chinese culture and politics. Referring to himself as an "accidental online media type with an abiding interest in international relations, and strong area expertise in China", Bill Bishop is a co-founder of CBS Marketwatch. He is currently the CEO of Red Mushroom, a Beijing-based online game studio. Posts vary, but can be as many as three per day. He is a good resource for analysis, investment bank research reports, and rumors and sightings of Western executives in China.      

China Net Investor provides a news digest about Chinese Internet and technology companies. The focus lies on Chinese Internet, telecom and networking companies but also covers macroeconomic and political news of relevance to them. Posts are very frequent (2 to 5 per day). The blog is written by an anonymous author who uses the pen name "Johannes". He has a masters degree in macroeconomics and describes himself as "a passionate private investor with about 10 years of investment experience".

China, Tech and Business is written by Phil Lin. He is a former executive at billionaire investor John Kluge’s private equity firm, Kluge & Company. He was also entrepreneur-in-residence at Kleiner Perkins. Presently, Lin lives in Beijing where he consults technology companies, and is funding and incubating consumer oriented Internet applications. Lin launched his blog in early April. In focusing on China, he writes about his personal experiences there, and speculates about opportunities for investment. Until now, posting on the blog has been inconsistent.

Walter Hutchens' Blog is described by the editor as “Notes and comments on sundry things, generally related to China's developing markets for stocks and other securities, particularly the laws and regulations purporting to govern them�?. The blog is maintained by Prof. Walter Hutchens of the Smith School of Business at the University of Maryland. Prof. Hutchens posts two or three times per week.

The China Stock Blog focuses on Chinese stocks traded on U.S exchanges, as well as financial and market news of relevance to them. It's written by Ezra Marbach, an ex-investment banker who lived in Beijing before returning to New York where he now lives. Posts are frequent - often as many as five each day. The blog focuses on important news developments, covers the earnings results of Chinese companies, and provides frequent extracts from conference calls. Posts are categorized by sector and ticker, so readers can easily view all the posts on a particular stock. Ticker categories are listed down the left hand side of the blog. Combined with its coverage of small and micro-cap Chinese stocks, the China Stock Blog is a good resource for small cap investors.

Private Company Web Sites & SEC Filings (English)

Alibaba.com: Web Site

e-Future Information Technology: Web Site and SEC Filings

Target Media: Web Site (Chinese)

Zhaopin.com: Web Site

Small-Cap Company Web Sites & SEC Filings (English)

Asia Payment Systems (ticker: APYM.ob): Web Site and SEC Filings

China Digital Communications (ticker: CHID.ob): Web Site and SEC Filings

Chindex International (ticker: CHDX): Web Site and SEC Filings

Large-Cap Company Websites & SEC Filings (English)

AsiaInfo (ticker: ASIA): Web Site and SEC Filings

Baidu (ticker: BIDU): Web Site and SEC Filings

CDC Corporation (ticker: CHINA): Web Site and SEC Filings

China Finance Online (ticker: JRJC): Web Site and SEC Filings

China Medical Technologies (ticker: CMED): Web Site and SEC Filings

China Mobile (ticker: CHL): Web Site and SEC Filings

China Netcom (ticker: CN): Web Site and SEC Filings

China Southern Airlines (ticker: ZNH): Web Site and SEC FIlings

China TechFaith Wireless (ticker: CNTF): Web Site and SEC Filings

China Telecom (ticker: CHA): Web Site and SEC Filings

China Unicom (ticker: CHU): Web Site and SEC Filings

ctrip.com (ticker: CTRP): Web Site and SEC Filings

eLong (ticker: LONG): Web Site and SEC Filings

Focus Media (ticker: FMCN): Web Site and SEC Filings

Global Sources (ticker: GSOL): Web Site and SEC Filings

Hurray! (ticker: HRAY): Web Site and SEC Filings

Hutchison Telecom (ticker: HTX): Web Site and SEC Filings

KongZhong (ticker: KONG): Web Site and SEC Filings

Linktone (ticker: LTON): Web Site and SEC Filings

NetEase (ticker: NTES): Web Site and SEC Filings

Ninetowns (ticker: NINE): Web Site and SEC Filings

Qiao Xing Universal Telephone (ticker: XING): SEC Filings

PCCW (ticker: PCW): Web Site and SEC Filings

Sina (ticker: SINA): Web Site and SEC Filings

Sohu (ticker: SOHU): Web Site and SEC Filings

Shanda Interactive (ticker: SNDA): Web Site and SEC Filings

The9 (ticker: NCTY): Web Site and SEC Filings

Tom Online (ticker: TOMO): Web Site and SEC Filings

UTStarcom (ticker: UTSI): Web Site and SEC Filings

51Job (ticker: JOBS): Web Site and SEC Filings

China Poilitical, Economic and Business News

China Daily is a China news and information site.

People's Daily is a China news and information site.

China Business News

Pacific Epoch provides comprehensive news and rumors dealing with Chinese Internet and technology companies. The site is particularly strong on details of companies raising capital, forming alliances, and completing deals. But the site is quick to publish unsubstantiated rumors.

Market Research

iResearch is a Chinese market research firm. It is a good resource for statistics, trend data and analysis covering the Internet, Internet marketing, and online media.

Equity Research

The China Analyst is Piper Jaffray analyst Safa Rashtchy's weekly report on the Chinese Internet and technology market. Commentaries are based on data Piper collects daily using staff and consultants in Mainland China and Hong Kong. The report’s goal is to analyze developments in both China and its technology market, and discuss how the two impact both Piper's existing coverage companies and the long-term outlook of the Chinese Internet market. Coverage companies include 51Job (ticker: JOBS), Ctrip.com (ticker: CTRP), Hurray! Holdings (ticker: HRAY), Linktone (ticker: LTON), NetEase (ticker: NTES), Shanda Interactive (ticker: SNDA), Sina.com (ticker: SINA), Sohu.com (ticker: SOHU), and Tom Online (ticker: TOMO).

China Stock Index

Halter USX China Index is comprised of companies whose common stock is publicly traded in the United States and the majority of whose business is conducted within Mainland China.

China Exchange-Traded-Funds (ETFs)

iShares FTSE/Xinhua China 25 Index Fund (ticker: FXI) is designed to represent the performance of the largest companies in the China equity market that are available to international investors. The Index consists of 25 of the largest and most liquid Chinese companies. All of the securities in the Index trade on the Hong Kong Stock Exchange.

PowerShares Golden Dragon Halter USX China (ticker: PGJ) is an ETF that mirrors the Halter USX China Index. The Halter USX China Index is comprised of companies whose common stock is publicly traded in the United States and the majority of whose business is conducted within Mainland China.

China Government Agencies

Ministry of Foreign Affairs

Ministry of Commerce

National Bureau of Statistics

State Economic and Trade Commission

How to submit a blog for (no guarantee) consideration in this list

Blogs are chosen entirely on merit.  If your blog is accepted and
you'd like to link to this page, that's great.  But we don't require a
link because link swapping compromises editorial integrity.
If you think your blog is a candidate for acceptance to this page,
please email the following information (be careful to include
everything) to [e-mail]:

1. the name of your blog
2. author's name (if anonymous, please say so)
3. the URL

4. the category you think your blog should appear in (if there isn't an appropriate category already, you can suggest a new one)

5. a brief description of the blog - what subjects you cover or what slant you take
6. when the blog started (blogs under three months old stand little chance of inclusion)
7. how frequently you post to the blog
8. some biographical information about the author(s); even if the blog
   is anonymous, provide some information about why you are qualified to
   write on the topic
9. whether your blog has any particular strengths (for example: exhaustive links on a particular topic)
10. an example of a particularly good posting on your blog that is also characteristic of what you write about.

Please make sure you number your answers to these questions in the
same order that they appear here.  If in doubt, include more rather
than less information.  It increases your chance of inclusion and the
quality of the write-up if you are included.