Good Or Bad, Europe Keeps Us Guessing
Does this daily news flow really matter? It’s a window towards market sentiment, but what good is that if there’s little carryover from day-to-day?
September 2010
EMs Give Global Automakers Big Boost
Where would the world’s top automakers be without China, India, Brazil, Russia and other emerging markets? In full-bore loss-making mode, and they know it…
This Asian IPO Too Good To Be True
CHINA National Nuclear Corp builds reactors for the Chinese government. China has by far the most ambitious nuclear facility construction program in the world. And the company is going public…
How Rose Made This Company a SuperStar
Rolls-Royce is a worthy competitor of US companies GE and Pratt & Whitney. Just how worthy? Its profit are five times higher than in 1995…
Why Warren Likes China
Buffett is telling us to invest like a third-grader because even they know that China’s economy is booming. He likes China because they grow their companies big over there, which suits his needs…
Toyota Needs Non-Chinese Rare Earths
One person’s crisis is another person’s opportunity. So China’s de facto ban on rare earth exports will mean more business for other suppliers and one company from Australia is already cashing in…
China Warns US on Anti-China Bill
As expected, China has come out strongly against the US bill which punishes China for currency manipulation. The great irony here is that the bill comes at a time when countries are at war over currency devals, including the US…
Assertive China Gets Asia’s Attention
China is throwing its weight around in the South China Seas and elsewhere and it has become increasingly clear that the rest of Asia doesn’t like it. And now they’re pushing back. Asia’s latest reaction came last Friday…
