Sunil Shah's  Instablog

Sunil Shah
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A fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He... More
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  • WDC Western Digital:China's reservations on Hitachi merger 0 comments
    Dec 28, 2011 1:16 PM | about stocks: WDC, STX

     it's been approved by the EU AND JAPAN but apparently new stumbliing block is China. The other two regions asked for some concessions on disk drive production facilities being sold off to preserve competition...

    what more could China want? Could they ask for further streamlining? I presume questions are on competition and consumer interests, NOT WDC's prod facilities in the country...

    any thoughts greatly appreciated, as this seems to have casued the last 5 day downdraft. thanks.

    disc: long


    Stocks: WDC, STX
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