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Frank Chen

Frank Chen
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  • Yesterday's SEC suit against the Chinese units of the Big Four accounting firms could mark the beginning of the end for U.S.-listed China shares, even giants like Sina (SINA) and Baidu (BIDU). The accounting firms face a Catch-22: The U.S. requires them to share information from their audits in foreign countries, while China bars them from doing so. [View news story]
    US loss of listings is Hong Kong's gain.
    Dec 4, 2012. 02:13 PM | Likes Like |Link to Comment
  • Qihoo (QIHU) has taken 5%-10% of the Chinese search market since entering last month, estimates Deutsche after surveying referral traffic at Chinese sites. The gains have mostly come at the expense of Baidu (BIDU), whose share is believed to have fallen to 75%-80% from a prior 80%-85%. Deutshce naturally attributes Qihoo's gains to its ability to get browser users to try out its search engine. (Citi) (more on BIDU-QIHU[View news story]
    Investors also need to understand the differences in the management teams between BIDU and QIHU and the reasons behind the market share changes.
    Sep 18, 2012. 04:59 PM | Likes Like |Link to Comment
  • 5 Reasons to Choose the Chile ETF Before Getting Another U.S. ETF [View article]
    If one believes electric vehicles are coming, then Chile's richness in Lithium should come into consideration.
    Jul 11, 2010. 01:58 PM | 1 Like Like |Link to Comment
  • Sell the U.S. Market Before October [View article]
    I don't think the US congress is avaricious. They are just playing politics without thinking through the real effect of their political stances. But, I know, you are just being kind.
    Sep 25, 2007. 05:06 PM | Likes Like |Link to Comment
  • Chinese Growth: An Issue of Supply, Not Demand [View article]
    Thank you. You've articulated many points that I have felt in the gut to be true.
    Jul 22, 2007. 11:42 AM | Likes Like |Link to Comment
  • Has Google Failed in China? [View article]
    Shaun: Excellent article. I completely agree with you that it's not censorship but the business basics:- right people, right product at the right time.

    Feb 5, 2007. 12:59 PM | Likes Like |Link to Comment
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