Can you read this post by Patrick Chovanec, entitled, “Reference Points on China Real Estate,” and still insist China real estate (at least in its biggest wealthiest cities) is not one massive bubble that will have to eventually resoundingly pop?
I couldn’t.
Great discussion budding over at the Linkedin China Law Blog Group among some really knowledgeable China people on whether there really is such a thing as top Chinese brands in the worldwide market and if and when there will be such a thing.
David Dayton of Silk Road International blog started the discussion by laying [...]
This is the first post in a series on some of the more common tax problems that I have seen in my time in working in China. A lot of these problems were, at one stage, not problems. But the changing tax environment has meant that many structures are now outdated.
The following scenario is one [...]
I received the following question via email this week:
Can you recommend where you would suggest I go to get more detail about capital gains tax in China and if it would be applicable to my hedge funds that trade in Chinese “H” share equities?
My answer was as follows:
China has not yet clarified the capital gains [...]
It was not a brilliant week for the Shanghai Composite Index (SCI), China COSCO Holdings (601919.SH) or the Capitalist Roader Fund. The SCI closed at 2,989.29 points today, its third consecutive close below 3,000 and down 8.78% for the week. Investors didn’t much care for talk of restrictions on bank [...]
China’s public holiday schedule always used to be a bit of a mystery, until the last minute. Now things are more simple and transparent, and we already know the schedule (subject to local variations?) for holidays in 2010 (thanks to CNReviews).
Here is the list.
February 13-19: Chinese New Year (+ working weekend 20-21) *Falls on [...]
Vitaliy N. Katsenelson, CFA submits:
The Chinese economy must be getting out of control, because the Chinese government is doing the unthinkable: It is desperately trying to put the brakes on the economy. When you pump a stimulus package that represents 14% of GDP through a fire hose into an economy–which was already on shaky [...]
Xiaofan Zhang submits:
Chinese online gaming company Changyou.com (CYOU), a subsidiary of Sohu.com (SOHU), will report 4Q09 earnings on February 1 before market open. I expect the company to report revenue of $71 million and non-GAAP EPS of $0.80, both at the high end of management’s guidance range. I believe such solid performance, driven by [...]
Jason Tillberg submits:
There are very few investment opportunities I can find these days. The stock market indexes remain overvalued. 0% interest rates is making everyone a speculator. I’d rather not be a speculator and instead be an investor.
Allow me to quote from the book "Money and Man" written by Elgin Groseclose, [...]
China OTC Player submits:
In a Global Times article published this week, a major shift seems to have occurred. While the coastal regions of China have been the engine of the country’s growth for the past couple of decades, it now appears that China’s central and western regions are taking the lead in fueling economic expansion.
For [...]