Monthly Archives: November 2010

Not Long on eLong

As mentioned in the previous article, we believe there’ll be substantial headwind to China’ travel industry in the short term. While the company reported splendid revenue growth (42% from same quarter of last year) and income growth (104% from same … Continue reading

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China’s Travel Headwind for investors

For those who follow the asian sports world, they might know that the Asian Games are currently underway in GuangZhou, China. This event marks the 2nd epic international event in China this year, right after the World Expo, which began … Continue reading

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Boeing – Weak Dollar Play

We are told that inflation is too low that it’s intolerable, even though our grocery bills keep going up, portions of meals keep getting smaller in restaurants, and gas price is back to 2007 level. But then, of course, core … Continue reading

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Invest in China’s inland empire

As stated in the last paragraph on my article (Plenty of Hiring – Just not in America), China’s manufacturing base is gradually shifting away from coastal and southern tier 1 cities to more inland tier 2 cities. While it is … Continue reading

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