rainman

How Much Will Jerry Yang's Ego Cost Yahoo Shareholders?

Please count Yhoo users' ego too, which is priceless.

Microsoft/Yahoo Drama and Investing in Google

Yang, good job to push away the greedy wolf.
Next step, simple copy the approach to launch on Ydocs.

China Outlook: Policy Adjustment Risks May Be Growing

Da Fei serves as sort of function of Futures in China to keep the market from overheating after 50% hair cut.

Naturally earning for 1st Quarter was not good given the traditional Spring Festival slowdown plus the snow storm.

Earning for SNP and PTR went badly due to government control of the gas price. LFC gets trapped in its stock market.

The situation will get better as the second quarter gets better in growth, and government starts to make up by billions of yuan to SNP and PTR for compensations.

Local people talk about the next level of 4000 to 4500, while the fund managers are very busy to bring the market ups and down to pick up those chips they sold weeks ago to damage the market in exchange of policies on control of Da Fei and Xiao Fei, and stamp tax.

China’s GDP Accelerates at Fastest Pace in 13 Years

China did not have any new rate hike, which is not a fair thing to do to the people who is under the water of CPI 8.3%.

Interestingly the immediate reaction of the data to Shanghai index was a negative one last night.

Will ETFs Replace Open-End Mutual Funds?

If one carefully config his own porfolio of ETF, he can be a super fund manager of his own, forget mutual fund, slow and inefficient and it may be hurting those retirement money in general.

Waiting for the Great Wall of Chinese Liquidity

After the story of Balckstone and almost-become-a-story of BSC, China money is really scared, unlike the Middle East oil money and those-already-stuck-Eu... money, China fund managers do not want to jump in.

China's Rising Inflation Will Spread to Goods and Services

pork price is almost the same than in BC though, and they sell a laptop 1/3 priced higher than N.America too, but don't you worry, the Chinese do have savings, which the Americans do not.

China's Rising Inflation Will Spread to Goods and Services

still the purchase power of Yuan is indeed high compared with any other major currencies, ask how much a Chinese in Shanghai will pay for a can of beer, purchased from the super market, than that of the Liquare Store in North American, then you would also conclude the true exchange rate, I tell you, it is one to for.

Analysts Predict Falling Canadian Dollar in 2008 and 2009

The following-suit-attitud... to the Fed by Bank of Canada will for sure squeeze the Lonnie, of which the main purpose is to get more epxort to US.

Interestingly, the Australians, whose currency is also in the commodity territory, has a different policy as to keep their rate high to avoid inflation, while they raise their oar exporting by 65% each year, mostly selling to the Bao Steel, China.

Which policy is smarter? Time will tell.

China: Save the Stock Market Investor!

the core issues are:
1. Will China earing grow under Yuan appreciation, rate hike and inflation (virus extended to rice price now.)
2. Present PE is still high compared with that of H share
3. How to deal with Xiao Fei and Da Fei, a good suggestion is to impose income gain tax on top of the huge gain by those interest groups and individuals.
4. This whole short fall to me is a healthy correction.

Is China's Stock Market Nearing a Bottom?

Please try to understand the Chinese term of "Xiao Fei" and "Da Fei" before you even trying to explain what is happening there.

Think U.S. Is Volatile? Check Out Shanghai

The hidden reason for Shanghai is that that investors want to squeeze government for more candies, unlike the capitalist Fed, the communist SEC has yet done so and hopes that the invisible hand of market would self correct the bubble.

no wonder AG says that there is more capitalism in China than the Fed.

ETFs and Portfolio Strategy: Keep It Simple

As simple as three players only" CNY, FXI to load around 110 and FXP to load around 74 dollars.

Collapse of the BRIC Trade

I am not sure about other countries but tracking Shanghai for ages, guess how much Shanghai index would rebound in one single day?

Shanghai is the neo "west country" of gold, that is why it is easy to understand everything going wild.

for example, last week, one apartment suit of 70 square meters was selling from 300K yuan more from its price of 1.3 million.

Welcome to China, where the people still have savings as well as hype inflation, while what many households from the American Land have is bank mortgage or loan to Master or Visa cards.

It is simply different.

Barclays Launches a Carry-Trade Currency ETN

I am totally confused and not convinced by the mentioned approach.