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China Kicks off Renewable Energy Drive with Wind Farms

BIPV is being done by Singyes Solar in Zhuhai China. Singyes went public on the Hong Kong stock exchange in January of 2009 and went from $1 to $5 over the past 8 months.

The HK stock ticker is 750.hk.

www.zhsye.com/en/index...

They will own the BIPV market in China.

China's Staggering Growth: Reappraising My Original Position

Haha... to err is human, to forgive divine. To admit you made a mistake means... you're probably American. I mean that as a compliment. =P

I'm an American living in Shanghai. I can only say that the shops here are full of people buying stuff. There is internal demand and an overall positive and confident atmosphere here.

Unlike the US with 14-16% unemployment, the Chinese middle-class is fully employed and the gov't is not burdened with debt.

With nearly 70,000 km of railroad under-construction, 600 new cities being built, solar BIPV and power-plant projects being subsidized, millions of new cars being purchased, and Chinese firms gaining market share and pushing out the MNC's here... there's plenty of reasons for Chinese consumers being confident.

An Opportunity to Profit from Focus Media / Sina Transaction

FMCN is hurt by fraud in its acquisitions. SINA is sure to discover that after completing its due diligence.

Currently, the deal is undergoing a "prolonged" regulatory approval. The truth probably is that SINA doesn't want FMCN anymore and has asked the regulators to bail them out.

If the deal doesn't happen, what's left? Well... FMCN will trade down to $5 and go lower as it's business falls apart.

Ackman's Pershing Square Misleads About General Growth Properties' Equity Value

Tom, are you trying to buy the equity at a lower price? =)

On pg. 66 of the presentation, Ack presents a downside analysis using different dilution and cap rates. At 70% dilution and 9.4% cap rate, the stock is still worth $6.54, for example.

Your article implies that Ack presents single numbers. If he did that, then he is misleading. But the truth is that his 67 page presentation does include a lot of sensitivity analysis and assumption explanation, including the nuisances of bankruptcy. I as an PE/hedge fund professional found it enlightening.

Your article is misrepresenting Ack's presentation. I encourage readers to go see Ack's presentation for him/herself and decide if Tom is trying to do equity holders a favor, or trying to get more equity for himself.

Who Will Profit from Mark to Market Changes?

Um... you got a ton of facts wrong. Mark to market is marking tradeable assets to fair value.

Fair value is determined by an orderly market, not distressed markets, contrary to false assertions. See FASB's statement before Congress here:

fasb.org/testimony/03-...

Anyway, no way MTM will get rescinded. The only change will be to clarifications on how cash flow from still paying assets will factor into the price.

Mr. Matthews, you're mistakened. It's important to do real research and homework.

Does 'Full Nationalization' of Banks Matter?

Thank you for the informative article. I have a question... When the existing equity holders get wiped out in a proper nationalization process/event, does the preferred share holders get wiped out too? Or just the common share holders?

China Slowdown: Biggest Test For Communist Government Yet

High saving, huge foreign reserves, export industry, explosive stock market, real estate bubble... um...

China 2007?

No, Japan 1989.

The Nikkei was at 38,900 in 1989. It's now at 9,000 19 years later. The gov't did everything that China is now going to do.

China is screwed.