Friday, 1 August 2008


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Finding Joy

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Profits of Doom

The rise of the bearish analyst

TEN years ago it was easy to make your name as a securities analyst. Take a technology stock, think of a number, double it and then announce that as your price target. Time it right and your call would be a self-fulfilling prophecy, as investors worldwide would regard your views as a buy signal. Mary Meeker of Morgan Stanley and Henry Blodget of Merrill Lynch ruled the markets.

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Disney Shanghai to include media deal

The joint venture agreement would give Disney a huge advantage over U.S. media rivals by allowing it to bypass foreign film import quotas and summer and holiday blackout periods, as well as television censorship, both imposed by the central government.

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Wednesday, 30 July 2008

Hopes that the Olympics would cure Chinese market woes have been dashed

Many investors who believed the Beijing Olympics would drive the Shanghai stock index to peaks rivalling the Himalayas have lost their shirts.

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The Gambler by Kenny Rogers

You got to know when to hold them, know when to fold them,
Know when to walk away and know when to run.
You never count your money when you’re sitting at the table.
There’ll be time enough for counting when the dealing is done.

Sunday, 27 July 2008

How China’s consumers will change the world

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Need some stock tips? It’s anyone’s guess but casinos seem a good bet

I have been trying to work out what is the next move for equity markets. I’ve been watching TV, surfing the Net and reading the papers. I’ve even started looking at the analyst reports that the bank produces. My conclusion is that there is an approximately equal number of commentators who think that markets are about to rebound as there are commentators who think that it has farther to fall.

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Why Has ‘China Bashing’ Become So Popular?

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Record 13,400 homes to be completed next year

Rents expected to fall, especially in prime districts and East Coast. Fiona Chan reports.

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Banks brace for more pain

Most banks did better than expected in the second quarter. But concerns about capital, credit and housing are likely to weigh on the sector for the rest of the year.

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