Category Archives: Investment

WSJ Video Embed: China’s Property “Bubble” — Popping?

Posted on June 9, 2011 by Richard

We’ve heard these prognostications for many, many years. Ready to pop? Really? I don’t think anyone knows. A June 3, 2011 article: Home prices rose 0.5% in May from April, according to the China Real Estate Index System, which is … Continue reading →

Posted in China After the Meltdown, Entering the China Market, Investment, Real Estate, Video | Tagged , , , , | Comments Off

Chanos Would Short Sell US-Listed Chinese Companies

Posted on May 25, 2011 by Richard

As some say, “China bubble, what bubble?” Jim Chanos, well-known for his pre-blowup Enron predictions, told Bloomberg: “The bubble is really on the other side of the world,” he said in New York. “What my team found, they actually came … Continue reading →

Posted in China After the Meltdown, Investment, Management, U.S. Economy | Tagged , , , , | Comments Off

China Agritech and the Need for Due Diligence

Posted on April 27, 2011 by Richard

The case made for extensive due diligence. …That led to a $4 million investment in China Agritech Inc. (CAGC), a Beijing-based firm listed on the Nasdaq Stock Exchange and 22 percent owned by Carlyle Group. It was, Glickenhaus said, a … Continue reading →

Posted in China After the Meltdown, Entering the China Market, Investment, Scandals | Tagged , , | Comments Off

Intel’s Grove on the Need for Aggresive Economic Self-Defense

Posted on July 2, 2010 by Richard

Andy Grove’s op-ed at Bloomberg discusses, in an appealing conversational tone, the necessity for American on-shore manufacturing: You could say, as many do, that shipping jobs overseas is no big deal because the high-value work — and much of the … Continue reading →

Posted in Investment, U.S. Economy | Comments Off

Video: Real Estate Bubble to Burst Very Quickly — 10-20% Decline in National Average in Housing Prices Over Next 18 Months

Posted on June 16, 2010 by Richard

Mingchun Sun, Chief China Economist, Nomura International in Hong Kong here. “There is no way to say there is no bubble…”

Posted in Investment, Video | 1 Comment

US Federal Government Investigates Toyota

Posted on February 25, 2010 by Richard

The U.S. Federal Government, heavily invested in General Motors, investigates not only its competition, but its competition’s suppliers, using its extraordinary powers: Warrants were carried out on the Michigan offices of Yazaki Corp. in Canton, Denso International America Inc., in … Continue reading →

Posted in Investment, Scandals | Comments Off

MI5: PLA and PSB “Gifts” to Businessmen Bugged

Posted on February 1, 2010 by Richard

Commercial espionage among nations should not come as a surprise to anyone involved competitive businesses. I am a proponent of the idea that American intelligence should practice it far more than we already do, which is either so brilliantly executed … Continue reading →

Posted in American Faux Pas, Entering the China Market, Investment, Legal, Management, Scandals | Comments Off

Google Delays Phone Launch in China — Getting In Deeper…

Posted on January 19, 2010 by Richard

Google has announced a delay in China of the launch of mobile phones using its Android software. One must question this move as simply more Google shadow boxing. Despite its threat to remove web filtering, Google does not appear to … Continue reading →

Posted in China After the Meltdown, Investment, Management, Marketing, Scandals | Comments Off

Google in China: A Brief Update

Posted on January 18, 2010 by Richard

Sources not named by Reuters allege employee collusion: Google (GOOG.O) is investigating whether one or more employees may have helped facilitate a cyber-attack from China that the U.S search giant said it was a victim of in mid-December, two sources … Continue reading →

Posted in China After the Meltdown, Entering the China Market, Investment, Legal, Scandals | Comments Off

New York Times Removes Negative Quotations from Article on Google and Baidu

Posted on January 14, 2010 by Richard

I write this to satisfy the curiousity of those who may not see a quotation referenced in an Asiabizblog post. The New York Times has removed or revised two quotations from an article it published on January 13, originally titled, … Continue reading →

Posted in China After the Meltdown, Entering the China Market, Ideas in Chinese Life, Investment, Legal | Comments Off