Big Mouse

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8 Comments

    • Fri Aug 22nd 10:20 AM | Rating: 0 0
      Commented on:
      Fast Food Is Becoming More Expensive in China
      McDonald and KFC can do that.
      They are still crowded in China.

      In supermarkets, it is hard to find anything,
      which has a price rise below the released inflation rate.

      Now I worry about the true inflation may accelerate after the Olympic Games.
      View article »
    • Thu Aug 21st 23:56 PM | Rating: 0 0
      Commented on:
      Hard Times in Hong Kong?
      Mr. Carl T. Delfeld:

      I'd like to give you the Tibet history lesson for free.

      Tibet was independent, ---- but only before A. D. 1244.
      In A.D. 1244, Tibet surrendered themselves to Genghis Khan's son and Yuan Dynasty.
      Throughout Yuan Dynasty, Ming Dynasty, Tsing Dynasty, Republic of China, and People's Republic of China,
      The Tibet area belongs to China.

      The only thing, which implied that Tibet was relatively independent,
      was that Tibet maintained the slavery system until the Republic of China period. When the communist party wanted to abolish the slavery, nobles rebelled. Similar to the situation of the American Civil War.

      How do you think about the Confederated States of America?
      View article »
    • Thu Aug 21st 22:49 PM | Rating: 0 0
      Commented on:
      Hard Times in Hong Kong?
      Advocates of democracy? Where are they before 1997, when there was no election in Hong Kong at all. ---- Then it is easy to understand who is their sponsor. Hong Kong people need real democracy advocates on behalf Hong Kong citizens, but not Washington.

      If you want to comment polictics, please turn to another forum.
      But before doing that, I suggests you read the Hong Kong history first.

      Have you ever commented the democracy situation in Hong Kong before 1997?
      View article »
    • Wed Mar 26th 21:32 PM | Rating: 0 0
      Commented on:
      Tibetan Unrest and Economic Implications: 'Nancy Pelosi's War'
      I think most Chinese in rich provinces agree the independence of Tibet, but dare not to speak out. The central government takes money from provinces along side the sea, and injects money into poor Tibet simultaneously. But Tibetans will never say 'thank you'.

      Tibetans can get extra 8 points in China university entry exams (like SAT in US), but a gap of one or two points have been ruining many Han Chinese. Suicides for exam failure are not news (though rarely reported).

      Economically, Tibet is a burden.
      If they want independence, get out and get away.
      View article »
    • Wed Mar 26th 11:38 AM | Rating: 0 0
      Commented on:
      Baidu May Test August Lows
      I thought about peer P/E comparison, but have never used it.
      If a cross-sectional comparison works,
      how can the company's P/E maintain high for such a long time.
      Note that, Baidu is a monopolist, while Sina and Sohu are merely market leaders.
      So Baidu should have a P/E premium over those news portals, if comparable.
      Now I use P/E band, time series might be more reasonable.
      View article »
    • Thu Oct 18th 07:40 AM | Rating: 0 0
      Commented on:
      Chinese Banks Are Still Weak
      If some one is an ICBC customer, waiting in the queue for more than three hours, he/she will never believe ICBC's future. He/she need not understand those jargons like NPL, capital adequacy, or proportion of non-interest businesses.
      View article »
    • Tue Oct 2nd 13:03 PM | Rating: 0 0
      Commented on:
      Just How Big is the China Bubble?
      Bubble has been talked for a long time.

      It will come true when no one dare to mention.

      View article »
    • Thu Sep 13th 20:55 PM | Rating: 0 0
      Commented on:
      Investing in China, The Non-ETF Way
      Hi, Joseph:

      I have several points to discuss with you.

      1. You are right – there are many problems in SOEs. But research analysts should seek profitable opportunities for investors rather than complain the investment environment. I promote both SOEs and small caps for investors as long as these picks are undervalued.

      2. Major shareholder vs. minor shareholders – that’s the basic corporate governance problem. The problem exists whether the major shareholder is a government or an individual.

      3. Taiwan is independent in economic operation and has nothing to do with the growth in China. If some company raises a “Great China” concept – it is a Taiwanese company. Only Taiwanese companies actively use the “Great China” concept when they try to attract clients or investors. Hong Kong companies need not.
      View article »
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