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China Stock Blog

News/Analysis of Chinese stocks by Ezra Marbach.

 

Sohu Calls Active Amid Buyout Talk

optionMONSTER submits: By David Russell Takeover rumors are swirling around Sohu.com (SOHU), and call buyers are stepping in.Complete Story »
  • Last Modified: 2010-09-08 13:39:08

The Unstoppable Chinese Property Market

Tim Iacono submits: More fears of a China real estate bubble that is now veering toward an eventual meeting with a pin have emerged after the latest round of housing reports show the government’s efforts to slow things down have met with only modest success. From Lillian Liu of Finance Asia comes this report on the latest worries and the likely outcome. It isn’t a question of whether China’s property market is a bubble, but when it will burst.Complete Story »
  • Last Modified: 2010-09-08 13:15:45

The Mystery of the China Discount, Part 2

Ian Wyatt submits: << Return to Part 1I've said before that investing in China today is like investing in the US in the early 1900s - it's the wild west (or more appropriately, the wild east), and the rules are not well defined. But the opportunities are still there, and many China stocks offer huge gains for investors.Complete Story »
  • Last Modified: 2010-09-08 13:04:51

The Mystery of the China Discount, Part 1

Ian Wyatt submits: There's been a lot of muttering in 2010 regarding the under-performance of small cap China stocks. If you invest in this space, you know what I'm talking about. But hopefully you've made more than you've lost over time investing in China since, after all, the country has hosted some of the best performing small cap stocks ever to hit the exchanges.So what's all the fuss about?Complete Story »
  • Last Modified: 2010-09-08 13:04:36

China's Surprising Unemployment Problem

Shaun Rein of the China Market Research Group submits: This column originally appeared in Forbes. Dexter Roberts wrote recently in BusinessWeek that more than 25% of this year's university graduates in China have failed to find a job. Meanwhile executives at nearly a hundred multinationals recently told my firm that their biggest challenge for growth is recruiting and retaining talent. At more than one-third of the big businesses we talked to they said their annual employee turnover is 30%. In the U.S. 11% turnover is considered too costly
  • Last Modified: 2010-09-08 03:01:32

China Sky One Drops on Trimmed Guidance

ChinaBio Today submits: China Sky One Medical (NSDQ: CSKI) reduced its guidance for 2010, blaming the shortfall on the loss of several major distributors. The company said the distributors ended their relationship with China Sky One after they discovered their business information was disclosed in SEC filings. This led to increased scrutiny in China, which was enough for them to stop doing business with China Sky One.In actual numbers, China Sky One now expects revenues to drop from a forecasted $162 million to around $131 million, a decline o
  • Last Modified: 2010-09-08 02:29:23

Private Equity Firms Settling Into China

Theo O'Brien submits:I have been closely following the growth of private equity in China because I believe it is one of the most important and exciting new markets for the industry. As the country opens up more and more to financial institutions by easing typically stringent regulations, the potential for buyout firms operating in China is huge. This is why you see many firms moving into China even though they may not begin doing large deals for a few years still. It's about getting your foot in the door and setting up offices in the country
  • Last Modified: 2010-09-08 01:04:59

Focus Media: Plenty of Upside Potential

Andrew Horowitz submits: How does this sound? Your company makes money from advertising to the billions of people in Asia. Multiply that by 2 for the amount of eyeballs that are looking at your ads. Focus Media (FMCN) issues an earnings report and guidance. Looking good…Complete Story »
  • Last Modified: 2010-09-07 13:47:18

'The U.S. Has Run Out of Bullets' - Roubini

RANsquawk submits: Europe's recent "stress tests" of the strength of major banks understated some lenders' holdings of potentially risky government debt, according to the Wall Street Journal Complete Story »
  • Last Modified: 2010-09-07 08:12:58

China Backpedals on the Yuan

Erwan Mahe submits:Last week we drew attention to the strange behaviour of Chinese officials, who pushed the yuan downward against the dollar while their trading partners were calling for the Chinese currency's appreciation. This shift occurs as China is clearly trying to diversify its investments, as exemplified by the hike in its allocation in government debt from the zone: Y1.7 trillion in Japan in the first seven months of 2010, up from just Y255.7bn for all of 2005, and $2.11bn in South Korea. At the same time, China has reduced its inves
  • Last Modified: 2010-09-07 04:51:28


 


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