Archive for March, 2010

Top 50 Companies of 2010 (Part 1)

Sunday, March 28th, 2010

Zack Buckley submits:
After researching over 5000 companies, I have come up with 50 stocks that I believe to be the most undervalued companies in the world. While I do not know where they will be going in the next year, as I cannot predict the market in the next six months, I believe in [...]

China Pharma Stocks Poised to Shine

Sunday, March 28th, 2010

Zack Buckley submits:
There has been much debate recently as to the future of the Chinese economy. Famous hedge fund manager Jim Chanos has publicly come out saying he will short the Chinese economy.
While I believe the Chinese real estate market and domestic stock market are overvalued, I think the Chinese companies trading [...]

U.S. Corporations Not Helping China Avoid Krugman’s Tariff

Sunday, March 28th, 2010

Howard Richman submits:
In the mystery story Silver Blaze, Sherlock Holmes uses the clue that a dog didn’t bark to help unravel a mystery. The significant thing that happened in U.S.-Chinese relations last week was similar.
With the exception of Morgan Stanley (MS), which is partially owned by the Chinese government, American corporations did not comply with [...]

The Week Ahead: A Volvo Deal and Japan, China Econ Reports

Sunday, March 28th, 2010

Prieur du Plessis submits:
The video clips below provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead.
U.S.: Autos, countdown to iPad The markets head into a holiday-shortened week off 18-month highs, with global political turmoil leading to [...]

Energy Stocks Fuel Chinese Small Caps to Record Highs

Sunday, March 28th, 2010

China OTC Player submits:
By Platinum Tiger
Heavy accumulation early last week drove up the prices of Chinese energy company stocks like L&L Energy (LLEN) and Longwei Petroleum (LPIH.OB) by an average of 9 percent, leading the 35 issue Rising China Stocks (RSC) index to its highest ever weekly close. With a [...]

China Biotech Week in Review: Cross-Border Collaboration

Sunday, March 28th, 2010

ChinaBio Today submits:
Among the news surfacing from China life science last week, there were four stories that involved relationships between Western life science companies and China, underlying the ongoing theme of a growing interdependence.
MDRNA, Inc. (NSDQ: MRNA) announced an RNAi cancer collaboration with AstraZeneca (AZN) Investment (China) Company that [...]

As China Leads High Speed Rail, Challenge Is in the Price Tag

Sunday, March 28th, 2010

John Addison submits:
Clean Edge’s 2010 Clean Energy Trends forecasts growth for high-speed rail and renewables. Clean Edge included high-speed rail [HSR] for the first time in its annual Clean Energy Trends report, which tracks key developments in clean-energy markets. China is leading the surge in HSR according to Clean Edge:
China’s Ministry [...]

Taking on Krugman

Sunday, March 28th, 2010

Clemens Kownatzki submits:
China has been the favored target of some politicians and an increasing number of high profile economists in recent months. Talk of Chinese currency manipulation has become more widespread in the main-stream media too. Ask someone about the name of the Norwegian currency for instance and you [...]

Beware of Bilateral Trade Numbers

Sunday, March 28th, 2010

Michael Pettis submits:
A report just came out from the US-China Business Council that seems to be getting a lot of play in the press. Among other things the report repeats a widely accepted claim that since the US no longer produces the kinds of goods that it is importing from China (the evidence [...]

5 Myths About the Chinese Consumer

Sunday, March 28th, 2010

Yee Ong submits:
A friend of mine just returned from a trip to Asia and told me that he couldn’t find top quality tuna in Japan because they all went to Hong Kong. When he was in Malaysia, he observed many expensive properties being gobbled up by the Chinese. Wherever he traveled, he just saw [...]