Cullen Roche submits:
How worrisome are soaring food prices? Wells Fargo says it depends and I think they’re right. This recent report succinctly summarized the fears over food prices and why the price increases are likely to cause far more trouble in the emerging markets than in the developed [...]
Ian Bezek submits:
Between all the unreal growth rates, adventures in auditing and spectacular blow-ups, it has been hard to find China-based corporations with shares that represent good bargains in the current investing environment. However, there are a few Chinese companies with shares that represent the sort of deep discounts that investors typically think [...]
Tyler Peglow submits:
Making mon
Complete Story »
Ctrip.com International, Ltd. (CTRP)
Q4 2010 Earnings Call
February 13, 2011 8:00 PM ET
Executives
June Zhu – Senior IR Manager
James Liang – Chairman of the Board
Min Fan – President and CEO
Jane Sun – CFO
Analysts
Richard Ji – Morgan Stanley
Mike Olson – Piper Jaffray
Chenyi Lu – Cowe
Complete Story »
Dutch Trader submits:
A lot has been written about China MediaExpress (CCME). Who is right or who is wrong is still questionable, although my belief is that China MediaExpress didn’t commit fraud.That is why I would certainly appreciate a full inquiry by the SEC into this case. It could be that China MediaExpress became the [...]
Ian Bezek submits:
This past Monday, the stock of Yongye International (YONG) fell significantly in the wake of a downgrade from Brean Murray and an article I wrote suggesting that the Yongye story might be too good to be true. The company issued a press release addressing the downgrade from Brean Murray based on concerns from [...]
Glen Bradford submits:
In the movie 28 Days Later, cycle courier Jim awakes from a coma in the deserted intensive care unit of a London hospital. The rage virus has caused zombies to take over London.
I thought it would be fun to take a look at where I believe we’ll be roughly 28 (businesss) days from [...]
Felix Salmon submits:
The advantage of being pseudonymous is that you can be honest. Here’s TED:
The most egregious example was the time I had to fly 18 hours, on short notice, from a mid-sized European city to Beijing for a two-hour pitch and fly right back to London for business the next day. [...]
Russ Winter submits:
At long last the mainstream media and Chinese advisories are picking up on the China export bust story that I have warned about for months. The New York Times ran this economic story of the decade last week, while infomercial commentators like CNBC and Bloomberg are sleeping through this bust.
The twist on [...]
L.Desjardins submits:
Last week’s stocks performance in Hong Kong is a vote of non confidence in the short term direction of markets. Hong Kong was down 4.5% on the week but Shanghai took the rate hike in stride and closed up for the third week in a row. The [...]