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Ivan.Tang

 
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  • China: Deciphering Fiscal Revenue [View article]
    You said,"The report that is released in March every year combines the numbers for January and February, and I am yet to ascertain the reason behind it..."

    It is simple--because Chinese New Year (which involves long holiday for all factories in all China) sometimes falls in January and sometimes in February and thus make economic performance of these two months fluctuate year-by-year. Combining data of January and February make things comparable.
    Oct 30, 2012. 10:43 AM | 2 Likes Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    I totally agree with TGC. It's great to have so many different insights into my article. Thanks for all your inputs.
    Sep 15, 2012. 09:45 AM | 1 Like Like |Link to Comment
  • China May See Less Than 7% Annual Growth For The Decade [View article]
    Good points. I'll look into yr suggestions.Thanks!
    Apr 15, 2013. 06:46 AM | Likes Like |Link to Comment
  • New U.S. Housing Bubble Sparks Import Surge From China [View article]
    "For the data just released for February 2013, it appears that pace of economic growth in the U.S. is outstripping the rate of growth in China."
    It seems ridiculous! Prove it!
    Where are the gate keepers (editors of Seeking Alpha)? how come you let this article published without asking the author to provide proof to such controversal statement.
    Apr 13, 2013. 02:39 PM | Likes Like |Link to Comment
  • Google's Death Spiral In China [View article]
    I agree that the recent share price drop of GOOG has nothing with China. What I try to show is that Google has made a wrong decision almost 3 years ago and it still suffers (share price range-bounded and sector-performed) . Just as my article shows, Google's poor relation with Beijing will make its hands increasingly tied in all business. I'm not sure if Chinese consumers really love the search service of Google.
    Oct 23, 2012. 03:15 PM | Likes Like |Link to Comment
  • Google's Death Spiral In China [View article]
    "China will surpass US as the largest economy" is just a common belief. When it happens is always arguable. If you can provide us new infos about this, it would be very appreciated!
    Oct 23, 2012. 10:18 AM | Likes Like |Link to Comment
  • Google's Death Spiral In China [View article]
    Cdpete1, you are right, Google's has nothing to do with China. But that is its biggest problem because it means in the foreseeable future it cannot enter the world's fastest growing market. Its growth potential is thus highly limited and it is already shown in its long-term share price trend.
    Oct 23, 2012. 10:13 AM | Likes Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    Rudy, I don't think it contradicts with my article. Yes, Lenovo now concentrates on gaining more PC market share worldwide, but it knows well, just like other PC makers, that the PC market is shrinking and to be replaced by smartphones. Lenovo itself has developed low-priced Android smartphones in China, now already second place after Samsung. That's why I think Lenovo should be interested at buying RIM. Remember Apple? It started with making Macs but now iPhones represents half of its revenues. Lenovo and other PC makers just try to follow suit, though at least half a decade late.
    Sep 13, 2012. 11:23 AM | Likes Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    beerman111, Lenovo's main trading exchange is HK, and it trades only over-the-counter in NY, that is why its trading is scarce.
    Sep 12, 2012. 02:25 PM | Likes Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    Platt, I agree with you that regulators will never allow Chinese companies buy RIM. But buy RIM is still better than license BB10. As a licensee, you are controlled by RIM and your customer data exposed, just like the current case of Android. RIM also provides BBM network, corporate customer base and patents.
    Sep 11, 2012. 09:36 PM | Likes Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    As the initial reactions to the alpha edition of BB10 was not quite good, and that consumers are already used to iPhone or Android, reaction will at best be mediocre after BB10 is officially launched. I agree with Slichvguy that RIM can last past 2013 by itself. If it decides to sell itself by then, the price might be even lower than now. The Chinese might be the most possible buyers as they (or rather Chinese banks) have deep pockets and have the largest home market in the world. But I really doubt if Canada or US government would approve the deal.
    Sep 11, 2012. 07:56 PM | Likes Like |Link to Comment
  • China Now World's Biggest Grocery Market - Who Benefits? [View article]
    Thanks for your useful information! Grocery stores are more suitable for Chinese cities than big boxes as land resources are very limited. Limitation of car ownership will and should be enforced and it would dictate the way of shopping in China.
    Apr 15, 2012. 06:33 AM | Likes Like |Link to Comment
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