Archive for March, 2010

High Conviction: A Chinese Motor Maker Firing on All Cylinders

Saturday, March 27th, 2010

Rob Romero submits:
Rob Romero is Portfolio Manager at Connective Capital Management LLC, a Silicon Valley based, fundamentals and event-driven investment adviser. Rob has 20 years of engineering, marketing and investment experience in the technology business, and holds a [...]

China: A Tale of Three Swan Songs

Saturday, March 27th, 2010

Dian L. Chu submits:
The United States, the European Union and others have long been critical of China’s renminbi / yuan regime. Many U.S. lawmakers complain China’s currency is undervalued by as much as 40% and undercutting the competitiveness of U.S. products.
Internationally, China is under growing pressure–especially from the United [...]

U.S. Needs to Cooperate With China, Not Antagonize

Saturday, March 27th, 2010

Jim Trippon submits:

Open Letter to the President
Dear President Obama,
Complete Story »

On China’s Internet Boom

Saturday, March 27th, 2010

Frank Holmes submits:
Lost in the scuffle between Google (GOOG) and the Chinese government is how fast China’s Internet use is growing.
The total number of Internet users in China grew by 86 million in 2009 to reach 384 million by year-end. That’s well more than the entire population of the U.S. and Canada combined, and [...]

The Nine Nations of China: Shangri-La

Saturday, March 27th, 2010

Patrick Chovanec submits:
Last November, we published Patrick Chovanec’s ‘China’s Nine Nations,’ an overview of that seemingly monolithic country of 1.3 billion people. In that piece, Chovanec described the republic as "a mosaic of distinct regions." Understanding each of those regions, he explained, "is vital to understanding China." [...]

5 ETFs for a Post-Google China

Saturday, March 27th, 2010

Tom Lydon submits:
As China and Google wage an increasingly hostile war against one another, certain exchange traded funds may present an opportunity. This is especially so if Google leaves or is forced out of China.
The battle between Google (GOOG) and China escalated this week: Google routed Chinese users to its Hong Kong homepage; China [...]

China Automotive’s Revenue Growth Decelerating

Saturday, March 27th, 2010

There are very few countries in the world were a manufacturing company can still report exceptionally strong growth in revenues YOY. China is certainly one of those remaining few.
China Automotive Systems (CAAS), a manufacturer of power steering components for automobiles, is one of many China based, US listed companies which offers an [...]

Are We Really Ready for a War With China?

Saturday, March 27th, 2010

Wall Street Strategies submits:

By Charles Payne
All day long I watch the tape and see Chinese stocks scrolling by, followed by plus signs reflecting continued excitement over the hottest economy in the world. Having temporarily dodged worries of a massive derailing caused by the bursting of its housing market, Chinese stocks continue to capture the imagination [...]

U.S. Threats to Punish China Are Not Necessarily a Bad Thing

Saturday, March 27th, 2010

Patrick Chovanec submits:

I was back on CCTV-9’s “Dialogue” Tuesday night, talking this time about the hot topic of the moment: rising US threats to punish China if it does not take action to strengthen its currency, the Renminbi, against the dollar. A new bill has been introduced in the US [...]

Noah Education Services: Well-Positioned in China’s Growing Education Market

Saturday, March 27th, 2010

Douglas Estadt submits:
You have a lot to learn if you’re unfamiliar with Noah Education Services (NED). They are a leading provider of interactive education products and software in China with an expanding footprint in the Education Services segment.
NED’s products include a range of sleek, high tech devices such as Electronic-Dictionaries, and hand held [...]