To gain further insight into the potential impact of the global economic crisis on China's job market and economy I have analyzed Meijob.com, a local online job search engine with over 1M registered users and 800,000 job positions advertised by over 100,000 recruiters across China. The relative size and monthly updates by recruiters and job seekers provides a consistently wide enough picture to track current salaries and predict

How do you feel the economic crisis is influencing the Chinese job seekers?

I remain cautiously optimistic about China's economy in the short-term and very optimistic long-term. Several industries will face difficult times in the next 6-12 months, such as export, auto and real estate. However, sectors like digital marketing and online games will continue to be very strong in 2009. Young consumers we have interviewed indicate they are also very optimistic but are becoming more realistic about their salaries. Salary levels for entry-level positions will be lower than last year, and salary increases

The fact that something appears to be an extreme scenario does not necessarily make it unreasonable. In the economy there are cycles that can repeat. A lack of balance is built gradually. When change happens gradually, people slowly become accustomed to it, soon accepting the new status quo without question.

Macro economic problems can not just be swept under the carpet, hoping that no one will notice. Over the last few months, many Americans are converting foreign currencies from countries such as Australia, New

Six years ago I was talking with Nir, who worked in my department at orange.co.il in Israel as marketing manager of Mobile content. I mentioned that there was an opportunity for an online retailer to evolve in the music and video space. I mentioned that I could see consumers paying premium for comfort while they download music and movies or watched it via streaming. Nir was surprised and said he did not believe that in a world full of piracy, someone would actually pay to access music.

Well time flew by and 6 years later, a new retail giant

The concerns:

Running too fast and merging 4 companies in 18 months – Focus acquired 4 companies in a very short period (mobile marketing company, in-store ads company, China's leading internet agency – All YES, and poster ads company). The first two new businesses

Apple reported revenues of $4.6B on 6.9M hand sets (667USD per unit). Nokia reported revenues of $12.7B on 118M hand sets (107 USD per unit).

For every iPhone that Apple sells today, Nokia needs to sell 6.23 units to match in terms of revenues. The balance point is therefore 118M divided by 6.23, which is 18.94M iPhones that need to be sold per quarter to match the balance. This will require Apple to grow 200% in volume.

In a January 22 post, I estimated that in 2008

Apple has 3 major advantages:

1. Excellent Management – Steve jobs is one of the best managers out there. He is a natural leader and the years he was not working in the company proved how important he is for the future of apple. As long as he is there, I see only great thinks happening in Apple.

2. Dominant position in the various markets – Apple is participating in 4 major markets at the moment:

a. MP3 market - Apple is the leader provider of MP3 players for

The main goal of this article is to try to predict what is expected of Kong Zhong in the long run, and to check if the company internal value is attractive. The methodology that I used is Warren Buffett's tried-and-true value approach.

Kong Zhong has 3 major advantages:

1. Management persistence – Nick Yang is an old veteran in the Chinese internet market since he first created Chinaren.com and successfully sold it to Sohu.com for 37M USD.

The main goal of this article is to try to predict what is expected of Focus Media in the long run, and to check if the company internal value is attractive. The methodology that I used used is Warren Buffett's tried-and-true value approach.

Focus has 3 major advantages:

1. Great management – I have been reviewing Chinese internet and media stocks for two years now. I don't know many companies whose management reports are so accurate and demonstrate such a big success. Also the quality of the reporting is remarkable.

2. Dominant position in the market – Focus has control