Seeking Alpha

In the Olympic spirit, TrendSpotting has drilled down on the dynamics of the Internet in China in a new report entitiled "Handbook of Online China".

The report focuses on three key themes - China as an online leader, the competitive landscape, and business in online China - that are key indicators of the ongoing development of the dynamic Internet market in China.

The report is embedded below, and you can also view it on Slideshare.

 

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    My naive view is that any investment in China is more than average risky because the totalitarian government can make any equity worthless because it doesn't suit their objectives. In this case, although I think there is great value, I will not invest in it because of the FALSE free market environment they try to project but interfere whenever they think it's OK. It might turn out to have been a good short term investment, but I don't think this kind of government manipulation is good for anyone in the intermediate/long run and that's my objective.










    JK
    2008 Sep 09 09:55 PM | Link | Reply