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Sutida

 
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  • Focus on Electric Cars as Oil Prices Rise [View article]
    My interest in this industry came from our work with VMC Auto and their production of an electric tuk-tuk (tuk-tuks are used as taxis all across Asia from Pakistan to China). VMC was one of Thailand's major Auto manufactures prior to the last financial crisis.

    I just had a quick read of the Zero Pollution site, the technology looks amazing and the association they have developed with Tata Motors looks very promising. This would make a great IPO.

    On May 07 09:20 PM Sober Realist wrote:

    > Sutida,
    > Do you have any knowledge on the "air" car:
    > zeropollutionmotors.us/
    > A future IPO?
    May 8, 2009. 10:22 AM | 6 Likes Like |Link to Comment
  • While it's true the recent moderation in weekly jobless claims is happening from a breathtaking peak, the extent of the drop is impressive. Going back to 1987, such declines have usually happened at the tail end of a recession.  [View news story]
    Having read time and again during the recent earnings reports that companies, very, very big companies perform better than expected based on reduced spending and reduced staff.

    There IS an impact from this reduced spending and staff cuts and that impact is constantly increasing unemployment.

    The failures of companies like GM not only have a direct impact of staff at GM but how about the staff at GM suppliers, how about the net total amount of retraction that these things cause?
    May 7, 2009. 11:44 AM | 2 Likes Like |Link to Comment
  • Here Comes the Bull [View article]
    I think there was little doubt from the conceptual stages of the stress tests that the Government would dig deep and cover the hole in the financial sector. The “what happens next” question is the real question being ignored by everyone.

    What business will the banks be in?

    From the state of the real estate market, it's difficult to expect any fast resurgence there. While I do agree that, yes, the problem is not getting worse but before I rush to market I would like to be convinced that things are getting better.
    May 7, 2009. 10:56 AM | Likes Like |Link to Comment
  • Is the 21st Century Really China's? Its lack of creative thinking could rob it of an innovative edge.  [View news story]
    I do not understand this view held in the western world that China lacks creativity. China has grown at a tremendous pace in the last decade and increasingly it is growing through innovation.

    The great 20th century sinologist, Joseph Needham, once drew up a list of 24 technical innovations brought from China to the West. They ranged from gunpowder and the wheelbarrow to printing, cast iron, the magnetic compass and the chain suspension bridge. By 1600 the torch of innovation had passed to the West.

    Could it now be returning?

    In 2003 China became the third nation to put a man into space, and has busily launched satellites since. On the ground, communications companies such as Huawei and ZTE now compete head-on with the likes of Ericsson and Nokia.

    Against this background, it is no wonder that China is one of the world’s largest investors in research and development. Spending on R&D has climbed by 19% per year since 1995 to reach US$30 billion in 2005, putting China sixth in world ranking. That is at current exchange rates; if these were adjusted for purchasing power parity between different countries, then China would rank third!

    Dismissing these achievements with some cheesy antidote about a classroom experiment is ridiculous.
    May 5, 2009. 02:18 PM | 5 Likes Like |Link to Comment
  • We Need to Make Banking Boring Again [View article]
    Are any of these banks actually banks? Perhaps a more fitting description would be investment bank or even merchant bank. However this very broad definition that we give to the word bank brings in a whole range of other businesses which are in fact non-bank. Investment house, securities dealer, bond dealer and a host of other business activities are now simply referred to as a bank.

    Perhaps if banks were banks and a clear definition and segregation was made between the various activities of "banks" then the cross pollination of disaster would not occur again.
    May 5, 2009. 01:53 PM | 4 Likes Like |Link to Comment
  • What's Gotten into Taiwan? [View article]
    For many years now the Taiwanese have been investing in manufacturing in China. Now China has begun direct investment into Taiwan. Taiwan has developed an exceptional infrastructure and business environment. Fueled by new Chinese capital, Taiwan looks set to grow very quickly.
    May 5, 2009. 08:35 AM | 2 Likes Like |Link to Comment
  • Stress Tests: Where Do CDS Fit In? [View article]
    Hard to pick the worst, but I think the best by far is HSBC.
    May 5, 2009. 08:28 AM | 1 Like Like |Link to Comment
  • Are Most of Our Financing Problems Solved? [View article]
    We are yet to see how banks will operate in the new environment. What is certain is they will not return to what they were doing because what they were doing failed.
    May 5, 2009. 08:25 AM | 4 Likes Like |Link to Comment
  • Market, Economy Downward Spiral Has Been Broken [View article]
    Like many others I remain hopeful that the worse has past, however I do feel the DOW could pull back to the 7500 level. Should it do so, this would represent an excellent buying opportunity for companies that have survived the crisis without too much damage.
    May 4, 2009. 08:50 AM | 5 Likes Like |Link to Comment
  • Dow Drops a Bombshell; Turns in Profit [View article]
    It is difficult to be excited when company after company made a profit from cutting costs and sacking staff. Not only is it a bad sign for the economy in terms of future spending and unemployment but it raises the question will the cost cutting and reduce staff levels be a negative on the business in the long term.
    May 4, 2009. 01:39 AM | 2 Likes Like |Link to Comment
  • My Oil Outlook [View article]
    We are trading both crude and WTI. It is true the market may see a sell off however the thought of shorting oil at these prices seems exceptionally dangerous. We are happy to buy on any dip close to $50 and for certain, it won't be too long before buying speculation returns. At any time oil could return to the $65 - $70 range.
    May 4, 2009. 01:34 AM | 1 Like Like |Link to Comment
  • The Worst Case Scenario (Someone Has to Say It) [View article]
    Every economy since the beginning of time has had its highs and its lows. Sometimes they do collapse completely, certainly America will change as a result of the factors that lead to this crisis but as certainly will survive.
    May 4, 2009. 01:24 AM | 10 Likes Like |Link to Comment
  • Will China Save the World? [View article]
    China has done exceptionally well considering the current economic situation. Central planning, the hoarding of resources and foreign reserves has left the country in a strong position. Although growth has slowed, Asia is still growing in part from the large middle class that has developed over the last 20 years. I would not be too quick to dismiss China or South East Asia as an investment destination.
    May 4, 2009. 01:12 AM | 3 Likes Like |Link to Comment
  • Charlie Munger Wants Banks' Wings Clipped [View article]
    Charles Munger and Warren Buffett have proven over decades that proper asset management is achievable in any type of economy. They have also shown that with a core group of 19 people it is possible to successfully manage a huge portfolio and they have done all of this without the excesses the banks have shown.
    May 4, 2009. 12:59 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
14 Comments
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