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  • The Impact of Amazon's Amazing Board of Directors [View article]
    Good article. I am sure a more academically conducted research could find the positive correlation between the quality of the board, assuming that we can define several common traits, and the success of the company. Another interesting board is that of CISCO.
    Jul 22 20:24 pm |Rating: 0 0 |Link to Comment
  • What Long Term Bonds and Shanghai Indexes Are Telling Us [View article]
    excellent observation about Shanghai index.
    Where can we get that stochastics chart in the future?
    Apr 28 09:52 am |Rating: +2 0 |Link to Comment
  • Goldman Raises China Stock Index Forecasts [View article]
    As remarked by Young, GS is not, and has not been for quite a while, providing an objective analysis. GS is very political in China, and very centered around their own interests directly or indirectly. It's sad to observe the loss of credibility of such a respectable firm.
    Apr 27 09:39 am |Rating: +6 -2 |Link to Comment
  • Home Sales and Foreclosures: Drawn and Quartered [View article]
    Excellent analysis. Thanks for this clarification.
    Apr 27 08:52 am |Rating: +3 -2 |Link to Comment
  • China's GDP Growth Muted - If You Believe the Numbers  [View article]
    "there isn’t much difference between the Chinese and the old Russia.", oh really? It's fair to say that the Chinese don't report very reliable GDP numbers, and the way they are reporting is not modern, hard to analyze, etc., but to make a statement like this one, in nowadays, is hard to believe.
    Apr 16 08:27 am |Rating: +6 -2 |Link to Comment
  • The Top 10 ETF Model Portfolio [View article]
    This approach is sound, and the author is not saying that you have to go exactly as the example shows. It's quite easy to turn the weights to one's like based on one's assumptions and profile.

    If we consider the risk factor, this approach is better than most of the stock portfolio. Good article!
    Apr 10 11:20 am |Rating: +5 -1 |Link to Comment
  • A Smarter Citigroup Play: Preferred Shares ETF [View article]
    fisherman, stop this little ad thing.
    Apr 02 13:22 pm |Rating: +4 -1 |Link to Comment
  • China's Consumers Are Still Spending [View article]
    you have some data summary from your survey you can share with us?
    Mar 26 19:49 pm |Rating: 0 0 |Link to Comment
  • 4 Signs That the Market Has Hit Bottom [View article]
    what is your point? what is your logic here?
    Mar 09 09:55 am |Rating: +1 -2 |Link to Comment
  • China Data Indicating an Upturn Ahead [View article]
    Thanks. We don't know, no one knows yet, if Chinese economy is leveling out of the bottom. But your approach is data-driven and very logical, contrary to quite some other articles which just argue.

    If you have time, maybe you can comment on the fact that Jan. and Feb. has seen a very high level of lending, and the impact and consequence of that. I mean, short-term is must be good, how about the impact for the second half of the year?

    Appreciate thoughts from everyone on that.
    Mar 06 09:35 am |Rating: +4 -1 |Link to Comment
  • China's Economy Is Struggling, Too [View article]
    What is your real point here? What is new and any suggested solution, or insight? Sorry I just don't get you, at all.
    Feb 24 09:10 am |Rating: +3 -2 |Link to Comment
  • Monetary Conditions Might Exacerbate the Chinese Adjustment [View article]
    Excellent article. You are right on the money, and right about thinking about next step policy implication.
    Jan 16 11:40 am |Rating: +2 0 |Link to Comment
  • Chinese Companies Go Abroad (Part 3: The Financial Services Sector) [View article]
    www.hbrchina.com/c/lib...
    This is a long report resulting from a 10-month study from IBM business institute, I know there is an English version, but I don't have the URL. As they did a series of case studies, for those who are interested in Chinese companies going global, it's a very good reference, as this was published quite recently as well.
    Jan 07 08:54 am |Rating: +2 0 |Link to Comment
  • Canadian Real Estate Slows Inexorably- Part III [View article]
    Interesting. Could you please shine some lights as how and why Canadian housing market is so different from US? I personally thought it is in similar situation as most of the time Canadian economy is really closely tied to the one US. You pointed out a very refreshing point, please articulate more. THanks.
    Jan 01 09:25 am |Rating: +2 0 |Link to Comment
  • Mobile Reading: Next Big Area of Innovation [View article]
    Mobile reading has been quite a reality, in a different way, in Asia. in Japan, there are several very interesting mobile applications, i-Channel of DoCoMo, SMIL from KDDI, ... in China, mobile books, not as feature rich as those Japanese applications, are a big deal, even on small mobile phones with relatively tiny (168*120, 192*160) screens. Most people with personal experiences do find mobile reading easier to get used to. This trend will assert itself with much better devices, faster connections and also more innovative ways for mobile reading, such as ticker news, book readers, blog readers, etc.
    Dec 31 09:59 am |Rating: 0 0 |Link to Comment
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