Chimin Sang

How Apple and iPhone Blew It in China

Certainly Chinese government and the China Mobile did not make it easy for Apple to have the right strategy in China. Apple, though, failed miserably for years in having a right strategy in China.

Shaun's article is very insightful. I thought Wifi was the big thing besides price, but Shaun's Part I changed my opinion.

Reduce Your Chinese Holdings Before the National Party Congress Begins

I always think since Enzio von Pfeil is in fact a doctor. He should give himself a proper name as Dr. Enzio Von pfeIL, shortened as Dr. EVIL.

US Market Volatility a Boon to Chinese Stocks

Shaun, I am glad to see you are long in FMCN.

Morgan Stanley China Closed End Fund: NAV Up While Market Price Lags

ETS is as efficient as the people who run them. My guess is that CAF administrators do not want to close the GAP because there is no mechanism for them to go short. If they choose to close the gap, the only choice is to liquidate all their positions and go out of business.

China's Stock Mania: The End is Near

So they want the bubble burst way before 2008 Olympics.

The Irrationally Exuberant Chinese Stock Market Bubble

I like how Matthew put it. When there are so many ducks, feed them abundantly and exuberantly.